Fund Manager Platform
Help articles for KEY ESGs Fund Manager Platform
By Sophie and 1 other2 authors30 articles
- Versioned Custom FrameworksHow fund managers can maintain year-specific versions of custom frameworks and roll cloned versions out across their portfolio.
- Getting started with KEY ESG: Platform Setup for Fund Managers
- Getting started with targets and action plans at KEY ESGHow fund managers can set self-assessment targets and action plans, and monitor portfolio company targets across their fund.
- Getting started with dashboardsHow fund managers can use KEY ESG's dashboards to analyse ESG data across their portfolio and draw key insights.
- Creating Effective ESG Action Plans: A Practical ApproachA practical guide for fund managers to create effective ESG action plans for their self-assessment, and to drive action planning across their portfolio companies.
- Creating an ESG policy in the KEY ESG platformHow fund managers can create and formalise a fund-level ESG or responsible investment policy in the KEY ESG platform.
- Navigating the Carbon Insights Functionality on the KEY ESG PlatformHow fund managers can explore GHG emissions data across their portfolio companies using the Carbon Insights feature.
- Data Review and Sign-OffHow fund managers can configure review workflows for their own self-assessment, and oversee portfolio company sign-off status.
- Using KEY ESG's Reports for Fund Managers
- Opting out of a metric and not achieving the green tick? Read on to obtain 100% completionHow fund managers can resolve a grey (incomplete) checkmark after opting out of a data point, and bulk opt-out across a portfolio.
- Creating Custom Metrics
- Creating Custom metrics, Adding them to a Framework, Assigning them to a Data Gatherer
- Custom Calculated Metrics
- Custom Metric VersioningThis article covers how fund managers can version custom metrics year over year across your portfolio companies' data requests.
- Conditional Custom Metrics
- Getting Started: Basic Platform Navigation for Fund Managers
- How to select versioned custom metrics in your data request
- How to Set up your Data Request: for Fund Managers
- How to View and Export your Reports in the KEY ESG platform - for Fund ManagersThis guide will walk you through how to view and export your ESG report in the KEY ESG platform. Whether you're reviewing your collected ESG data or want to create…
- Benchmarking your ESG performance with KEY ESG for Fund ManagersKEY ESG's benchmarking shows how your portfolio's ESG and carbon performance compares to peers, prepared with your CSM.
- How to disable users in the KEY ESG platform
- Ask KEY: Get portfolio-wide answers in seconds, not spreadsheets
- Portfolio Overview for Fund Managers
- KEY ESG Sandbox environment for fund managers
- How Fund Managers Can Invite Users to Portfolio Companies
- Understanding Carbon Intensity Metrics for Your Fund: A Guide for Fund Managers
- How to Add a New Company in the Fund Manager Portal
- Adding Users and Enforcing MFA for Fund Managers
- Viewing Reports by Fund or Company: How to Automatically Calculate Fund AveragesThis feature provides a consolidated view of your fund’s performance, making it easier to report ESG metrics to your investors.
- Data Validation: Using Historical Comparisons to Improve Your ESG Data Quality (For Fund Managers)