PortageBay - Engagement Copilot
Data category
- Environmental data
- Governance data
- Rankings
- Ratings
- Research data
- Social data
- Engagement and stewardship, Responsible Investment Teams
The data offers solutions for:
- Reporting: CSRD
- Reporting: EU Regulations
- Reporting: ISSB standards
- Reporting: Impact
- Reporting: Other Regulations
- Reporting: SEC climate
- Reporting: SFDR
- Reporting: TCFD
- Reporting: TNFD
- Reporting: UN SDGs
- Engagement and stewardship reporting
Who are the data users?
- Financial institutions
- Investors
- Trustees
Brief description of the data offering
PortageBay’s Engagement Copilot aligns with major global standards. It’s a tool that accelerates transparency in reporting and engagement activities, while a the same time, boosting productivity to save time and improve the quality of engagement efforts.
Methodology
- Client-Centric Design: Developed in collaboration with active responsible investment teams from our client base to ensure it meets the real-world needs.
- Industry Standards: Data alignment to major global standards like the UK Stewardship Code, UN PRI, ISSB, and CA100+.
Technology
- Cloud-Based Platform: Hosted securely on the cloud to ensure accessibility and scalability.
- Real-Time Analytics Engine: Powers the live dashboard, updating engagement stats and company progress.
Where and how do you source your data?
Data Sources
- Client-Provided Data: Engagement objectives and notes are input by the clients themselves, allowing for customized tracking.
- Publicly Available ESG Metrics: Updated in real-time to provide a comprehensive view of each company's ESG performance.
What is the cost for your data offering?
We offer a flat platform fee for unlimited number of users.