Carbon management technology solutions provider Planetly announced the launch of ESG Portfolio Management for Investors, a new solution aimed at enabling investors to implement ESG management across their investment portfolio companies and to streamline ESG reporting.

According to Planetly, the new solution comes as companies and financial market participants are increasingly required to comply with ESG and sustainable finance reporting requirements such as the EU Taxonomy, the Sustainable Finance Disclosure Regulation (SFDR), and the Taskforce for Climate-Related Financial Disclosures (TCFD), creating a need for investors visibility into the ESG aspects of their portfolios.

In a blog post announcing the launch, Nina Walloch, Marketing Manager at Planetly said:

“We have recognised these market dynamics and are thrilled to now offer investors and their portfolio companies the answer to all their ESG management needs: Planetly by OneTrust’s ESG Portfolio Manager. Our all-in-one platform is designed to enable financial investors to implement ESG management for their investment portfolio and to facilitate the processes around ESG reporting.”

ESG Portfolio Manager for Investors enables users to manage portfolio reporting requirements in line with regulatory requirements including SFDR, SASB, TCFD, GRI, and to custom KPIs, and to create, send and track reporting requests to portfolio companies. The solution also provides a dashboard to track ESG performance at the portfolio company and fund level.

The launch follows the acquisition last year of Planetly by enterprise technology platform OneTrust, aimed at providing customers with access to deep ESG research and carbon management expertise across a growing number of industry verticals, and with a commitment by OneTrust to invest in Planetly’s accelerated product development, new industry-specific solutions, advanced enterprise-grade features, localized product support, and global solution availability.

Benedikt Franke, CEO and co-founder, Planetly by OneTrust, said:

“ESG investment, and the wider ESG market are undergoing a dramatic change, meaning organizations and investors need accurate, accessible, portfolio and reporting information. Automating and aggregating data from each portfolio company with ESG Investor Portfolio Management technology helps organizations produce investor-grade reporting and insights.”