Drive ESG performance across your investments, with confidence
Structure ESG data, streamline reporting and turn information from your portfolio companies into actionable insights for investment and ESG teams.
Discover ESG Insight
One ESG framework, tailored to every portfolio company
ESG Insight provides a common framework to collect and structure ESG data while adapting indicators, questionnaires and workflows to the specific profile of each investment.
From portfolio companies to funds and management firms, data remains consistent, traceable and ready to be consolidated. The solution is designed to accommodate listed and unlisted companies, large and small caps, and both international and local organisations.
Inside ESG Insight
From ESG data collection to investment decisions
Work with market-standard frameworks
Use France Invest, Invest Europe and PAI questionnaires directly within ESG Insight. Embedded frameworks are updated annually to help keep reporting campaigns consistent over time.
Respond to LP questionnaires more efficiently
Secure, in-house kShuttle AI matches LP questions and indicators with your existing ESG data framework, reducing repetitive remapping across heterogeneous questionnaires.
Collect once, reuse over time
Pre-fill indicators using historical data, reuse information across reporting cycles and apply automated controls. Smart Excel also supports offline data entry when required.
Adapt the ESG model to each investment
Customise indicators, questionnaires and workflows according to the size, structure and maturity of each portfolio company without losing consistency at fund level.
Consolidate and manage ESG performance
Consolidate ESG indicators at fund and management-firm level, monitor collection and validation status, and generate SFDR reports, PAI tables and fund-level outputs.
Sagard, already users
ESG Architecture
An ESG architecture built for investment managers
Collect data wherever it lives
One collection framework, whatever the level of maturity.
Extend data collection upstream
Structure data at source before consolidating it.
Data ready to be used
ESG data that remains valuable beyond the reporting cycle.