ESG Insight | ESG Software for Investment Funds

Drive the ESG performance of your portfolio, with confidence

The ESG solution designed for investment funds and multi-asset managers.

Discover ESG Insight

A consolidated ESG view across your entire portfolio

ESG Insight is an SFDR ESG reporting software, built on ExRP®, that enables investment funds to collect, structure and analyse ESG data across their portfolio.

Three market-standard questionnaire frameworks, embedded and updated every year

Work directly with France Invest, Invest Europe and PAI questionnaires embedded in ESG Insight and updated annually. Reduce manual reference-data maintenance and keep data collection campaigns consistent from one reporting year to the next.

Three market-standard questionnaire frameworks, embedded and updated every year

Secure, in-house AI for smarter LP questionnaire matching

ESG Insight uses secure, in-house kShuttle AI to match the questions and indicators requested by LPs with your existing data framework. Teams reduce manual remapping and respond faster to heterogeneous questionnaires without rebuilding each correspondence from scratch.

Secure, in-house AI for smarter LP questionnaire matching

Collect once, reuse year after year

Pre-fill indicators from historical data, reuse information across reporting cycles and apply automated checks. Smart Excel also supports offline data entry, while optional VSME and Carbon modules can automate upstream data feeds from portfolio companies.

Collect once, reuse year after year

One ESG model, tailored to every portfolio company

Customise indicators, questionnaires and workflows for each portfolio company, whether listed or unlisted, international or local, large-cap or small-cap. ESG Insight maintains portfolio-wide consistency without imposing the same reporting depth on every asset.

One ESG model, tailored to every portfolio company

Consolidate instantly, from portfolio company to management firm

Consolidate indicators at fund and management-firm level, track collection status in real time, and generate SFDR reports, PAI tables and fund-level outputs in one click. The same data foundation can also support CSRD, EU Taxonomy and GHG Protocol reporting.

Consolidate instantly, from portfolio company to management firm

Turn ESG reporting into portfolio-level action

Track the ESG performance of each portfolio company, automate action-plan monitoring and visualise portfolio trajectories through strategic dashboards. ESG Insight turns the reporting campaign into a decision-making tool for investment and ESG teams.

Turn ESG reporting into portfolio-level action

They already trust ESG Insight

Designed for investment funds and investment teams looking to structure and manage the ESG performance of their portfolio companies.

Sagard

Want to go further?

Discover how ESG Insight supports investment funds in collecting, securing and analysing ESG data across their portfolio companies.