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Create ESG scores of portfolio companies using standardized criteria

Create ESG scores of portfolio companies using standardized criteria

Your first prompt to AI

Your first prompt to AI

"Using the attached ESG reports, news article exports, and scoring criteria template, compute standardized ESG scores and sub-scores for each portfolio company."

"Using the attached ESG reports, news article exports, and scoring criteria template, compute standardized ESG scores and sub-scores for each portfolio company."

Enhanced AI workflow

Ingest ESG reports, news, and third-party ratings via One Drive
AI extracts relevant ESG metrics (e.g., emissions, governance scores)
Normalizes metrics against industry benchmarks
Calculates composite ESG score per company
Outputs scorecard and interactive chart pack for IR and sustainability teams (combination of MS Word / Excel standardized report formats)

AI accessing tools and data

AI accessing tools and data

Benefits using AI

Benefits using AI

Ensured compliance

Ensured compliance

Mitigated risk

Mitigated risk

Improved quality

Improved quality

Applied in

Applied in

ESG assessment

ESG assessment

Requesting departments

Requesting departments

Risk & ESG, Investor Relations

Risk & ESG, Investor Relations

Beneficiaries

Beneficiaries

ESG Officer, IR Associate

ESG Officer, IR Associate

Explore more tasks to be streamlined with AI

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‹ Previous

Monitor relevant regulatory and policy changes for portfolio companies

Monitor relevant regulatory and policy changes for portfolio companies

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