For Institutional Asset Managers
Create customizable insights that reflect your unique structure.
Provide multi-level aggregation tools at the entity, fund and asset level.
Integrate securely and reliably with your existing CRM.
Support evolving regulatory standards to make compliance easy.
Institutional Asset Managers benefit from Treety’s comprehensive, AI-enhanced solution designed to integrate ESG considerations into large, diversified portfolios. Our platform facilitates accurate and efficient impact measurement across various asset classes and geographies. With Treety, you gain access to reliable data, advanced analytics, and customizable reporting tools, ensuring transparency and accountability in your investment processes. We support end-to-end reporting for SFDR, SDR, IFRS, and CSRD, helping you meet fiduciary duties and enhance the sustainability of your investment strategies.
We acknowledge that multi-level ESG risk aggregation can be a headache.
How does it work?
You are three steps away from resolving your impact & ESG data challenges
Step 1 - Set Up Your Instance
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We update all of your operational and financial information on your personal Treety dashboard.
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Based on your compliance and ESG needs, we set up all the frameworks for you. This includes the metrics and templates you need to complete internally or send out to your portfolio companies.
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We set up all your ESG historical data through a CSV file, API connection, or other bulk upload feature of your choice.
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See the status of your ESG reporting across all your funds and portfolio companies. See the completion scores for each fund per framework per reporting period.
Step 2 - Monitor Your ESG Performance
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Send out data requests for each underlying asset. You can resend or revoke requests and send automated reminders for unfulfilled requests.
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You can pre-fill data gaps with values from time-based interpolations and enter projections & targets for any metric.
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Confirm or reject all reported metrics from underlying assets and responds to comments directly from your request module. Our A.I assistant
can flah potentially incorrect or inaccurate values. -
Showcase all reported values on pre-defined visuals in dashboards. We flag when any reported value has crossed pre-defined thresholds or boundaries as per the ESG policy of each fund.
Step 3 - Generate Your Reports
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Generate your reports with existing values in the system for a specific fund & reporting period. You can add
qualitative information & long text inputs for fund-level policies. -
Edit any component of a framework, request template or report template. You can also create your own framework from scratch and customize your dashboards to your evolving ESG reporting needs.
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Edit any portfolio-level information such as adding/removing assets, updating metrics to monitor or policies to track at the fund level.
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We know that ESG and impact reporting is an iterative process. Treety alleviates the manual work and helps you improve on your ESG monitoring and reporting process with every cycle!
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