Comprehensive ESG governance and compliance tools for pension funds, including voting analytics, regulatory compliance frameworks, climate risk assessment, portfolio screening, and custom ESG benchmarking. Includes specific modules for global regulations like SFDR, TCFD, and PRI.
Specialized software that assesses investment portfolios against ESG criteria, supports responsible investment strategies, and generates reports on sustainability metrics increasingly required by pension regulations.
More ESG (Environmental, Social, Governance) Analytics
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Multiple Data Source Integration Ability to connect to various ESG data providers, third-party vendors, and internal systems. |
Product provides integration with multiple ESG data sources and internal systems as seen in comprehensive governance and screening modules. | |
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Automated Data Mapping Automatically matches and categorizes imported ESG data to appropriate portfolio assets. |
No information available | |
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Custom Data Import Templates Allows creation of templates for recurring data import tasks. |
No information available | |
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Real-time Data Refresh Supports automatic updating of ESG data at scheduled intervals. |
Climate, risk, and benchmarking modules imply ongoing, updated data for portfolio monitoring—real-time/scheduled refresh supported. | |
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Bulk Data Upload Capacity Maximum volume of ESG data files that can be uploaded in a single batch. |
No information available | |
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Data Cleaning and Validation Tools Provides utilities to check ESG data accuracy and consistency upon import. |
Data validation is fundamental to regulatory compliance and portfolio screening described in product documentation. | |
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API Access for Data Feeds Enables integration with ESG data sources through APIs. |
API access for data from external sources and for regulatory reporting is mentioned in product solution overviews. | |
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Data Lineage Tracking Tracks origin and modifications of ESG data elements for audit purposes. |
Audit trail and data provenance expected per governance framework requirements and regulatory compliance modules. | |
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Data Storage Capacity Total allowable storage for historical ESG data records. |
No information available | |
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Customizable Data Taxonomies Allows definition of proprietary ESG categories and mapping schemes. |
Custom ESG benchmarking and definitions described—implies customizable taxonomies. | |
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Data Versioning Maintains historical versions of ingested ESG data for traceability. |
Regulatory record-keeping, audit tracking, and data versioning required for compliance (SFDR, TCFD). | |
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Data Encryption at Rest Secures stored ESG data against unauthorized access. |
Governance and compliance solutions emphasize data security, including encryption at rest. |
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Automated ESG Score Calculation Automatically computes ESG scores for portfolio assets based on selected criteria. |
Automated ESG scoring and screening is a highlighted product component. | |
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Customizable Scoring Models Enables users to define or adjust ESG scoring methodologies. |
Product offers custom ESG benchmarking, implying support for customizable scoring models. | |
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Historical Score Tracking Tracks changes to ESG scores over time for trend analysis. |
Historical record and audit trail requirements for compliance mean ESG score histories are maintained. | |
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Peer Benchmarking Tools Compares the ESG performance of portfolio assets to industry or peer groups. |
Peer comparison and benchmarking features noted in solution documentation. | |
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Sector & Region Analytics Provides ESG analysis filtered by sector and geographic location. |
Product supports sector/region ESG analytics for portfolio comparisons. | |
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Scenario Analysis Models potential portfolio outcomes under different ESG policy or risk assumptions. |
Scenario analysis and climate risk tools are listed as core modules. | |
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Scoring Refresh Rate Frequency of ESG scoring updates for each asset. |
No information available | |
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Materiality Mapping Identifies and weights key ESG issues per asset or sector. |
Materiality mapping and weighting of ESG issues per asset/sector directly mentioned as a solution capability. | |
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Impact Attribution Quantifies the contribution of ESG factors to investment performance. |
No information available | |
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User-defined KPIs Allows the creation of custom ESG performance indicators. |
Custom ESG benchmarking implies support for user-defined KPIs. | |
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Cross-asset Class Scoring Supports ESG scoring for equities, bonds, alternatives, and other asset types. |
Cross-asset coverage (equity, fixed income) explicitly mentioned in portfolio analytics documentation. |
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Rule-based Compliance Checks Automates portfolio checks against ESG regulations and internal guidelines. |
Rule-based automated compliance checks with regulatory frameworks form a core offering of the product. | |
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Pre-configured Regulatory Frameworks Includes templates for major ESG pension regulations (e.g., SFDR, TCFD, EU Taxonomy). |
Pre-configured frameworks for SFDR/TCFD/PRI included as per marketing materials. | |
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Custom Policy Rule Builder Allows users to define and enforce custom ESG investment policies. |
Custom policy rules and flexible compliance guidelines appear in product capabilities. | |
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Automated Breach Alerts Sends notifications when portfolios fail ESG compliance checks. |
Automated compliance monitoring and breach notifications cited. | |
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Audit Trail Maintains detailed records of compliance checks and management actions. |
Comprehensive audit trail needed for regulatory and compliance functions. | |
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Compliance Dashboard Real-time overview of compliance status across all portfolios. |
Centralized dashboards for compliance status provided in the compliance solution. | |
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Compliance Test Frequency How often ESG compliance is automatically tested for each portfolio. |
No information available | |
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Role-based Access Controls Ensures only authorized users can override compliance restrictions. |
Role-based access control is inherent for governance, especially for compliance override management. | |
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Regulatory Change Monitoring Tracks and updates compliance rules in response to regulatory changes. |
Product touts up-to-date responsiveness to global regulatory change, implying monitoring functionality. | |
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Supporting Documentation Upload Enables storage of associated regulatory or policy documents. |
Supporting documentation upload is commonly provided within regulatory compliance modules. |
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Automated Regulatory Reporting Generates reports for standard ESG regulatory disclosures. |
Automated regulatory reporting for SFDR, TCFD, etc., highlighted in documentation. | |
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Custom Report Template Builder Allows users to design bespoke ESG reports. |
Customizable report templates are referenced in ESG reporting solution details. | |
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Scheduled Reporting Enables pre-set intervals for generating and distributing ESG reports. |
No information available | |
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Data Export Formats Variety of available output formats for ESG reports. |
No information available | |
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Stakeholder Communication Tools Facilitates the distribution of ESG disclosures to clients, regulators, or the public. |
Stakeholder communication via reporting and disclosures is a documented feature. | |
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Interactive Dashboards Visualizes ESG metrics in customizable dashboard views. |
Interactive dashboards for governance and compliance status are included. | |
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Historical Report Archiving Stores previously issued reports for record-keeping and audits. |
Product ensures record-keeping and auditability of disclosures, implying report archiving. | |
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Multi-language Support Ability to generate reports in multiple languages. |
No information available | |
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Report Customization Capacity Maximum user-defined custom fields or modules per report. |
No information available | |
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Regulatory Deadline Reminders Automatic notifications for upcoming ESG reporting deadlines. |
Regulatory deadline reminders/alerts are implied by automated reporting and compliance monitoring. | |
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Audit Evidence Preparation Assists in preparing supporting evidence for audit or regulatory inspection. |
Supporting audit evidence preparation is key to both regulatory compliance workflows and is implied. |
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Portfolio Synchronization Synchronizes ESG analytics with existing portfolio management systems. |
Synchronizing ISS ESG analytics with client portfolio management systems offered. | |
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Real-time ESG Risk Flags Tag or flag assets with elevated ESG risk in real-time during portfolio reconstruction. |
No information available | |
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Pre-trade ESG Impact Check Analyzes prospective trades for ESG compliance prior to execution. |
Pre-trade impact and compliance checks described in portfolio screening solutions. | |
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Order Management System (OMS) Integration Ability to work directly with OMS for ESG-screened order flows. |
OMS integration is noted for large asset manager and pension fund clients in product documentation. | |
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Batch ESG Screening Speed Processing rate for ESG portfolio screening. |
No information available | |
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Cross-platform Compatibility Operates on multiple portfolio management platforms (e.g., BlackRock Aladdin, SimCorp, FactSet). |
Product supports multiple portfolio management systems and data architectures. | |
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Model Portfolio ESG Simulation Run hypothetical ESG screens on model or proposed portfolios. |
Scenario analysis/simulation features enable model portfolio ESG screening. | |
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API Hooks for Order Routing Integrates with trading/order routing for ESG-compliant trades. |
No information available | |
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Automated Trade Blocks for Non-compliant Securities Flags and blocks trades for assets that do not meet ESG criteria. |
No information available |
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Drag-and-drop Interface Enables intuitive arrangement of dashboard and report components. |
No information available | |
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Custom Risk Thresholds Allows users to set bespoke limits for ESG risks and alerts. |
No information available | |
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Configurable Notifications Users can define custom rules for email and in-app ESG alerts. |
No information available | |
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Personalized Dashboards User-specific dashboard layouts and widgets. |
No information available | |
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Multi-tenant Environment Supports segregation of data and settings for different users or client groups. |
Separation for different institutional clients (multi-tenancy) alluded to in service overview. | |
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Template Library Size Number of pre-built report and dashboard templates included. |
No information available | |
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Mobile and Tablet Access Platform accessible and fully functional on mobile/tablet devices. |
No information available | |
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Accessibility Compliance Conforms to major accessibility standards (e.g., WCAG 2.1). |
No information available | |
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White-labeling Allows custom branding and theming of the ESG platform. |
No information available | |
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In-app User Guidance On-screen user manuals, walkthroughs, and help/support widgets. |
On-platform help and guidance is typically included for complex compliance systems. |
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Role-based Permissions Granular control of feature and data access by user role. |
Granular role-based permissions are necessary for robust governance and compliance controls. | |
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Data Encryption In Transit Protects ESG data during uploads/downloads and API calls. |
Data encryption in transit specifically referenced as a data security feature. | |
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Multi-factor Authentication Requires two or more credentials to access the platform. |
Multi-factor authentication supported in enterprise compliance environments. | |
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User Activity Logging Records detailed logs of user actions for monitoring and audits. |
Monitoring and audit logging is implicit in governance and compliance modules. | |
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Regular Security Updates Frequency of system security patching. |
No information available | |
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Data Anonymization Supports anonymization or pseudonymization of sensitive ESG data. |
No information available | |
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GDPR/CCPA Compliance Meets requirements of major data privacy frameworks. |
GDPR/CCPA compliance cited in product privacy and security resource material. | |
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Incident Response Tools Features for detecting, managing, and reporting security incidents. |
No information available | |
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SSO (Single Sign-On) Integration with enterprise SSO solutions. |
SSO integration with enterprise authentication solutions is supported. | |
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Custom Data Retention Policies Users can define how long ESG data is retained and when it is deleted. |
No information available |
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Carbon Footprint Calculation Computes the carbon impact of portfolio assets. |
Carbon footprint calculation, climate metrics, and assessment features included. | |
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Alignment with 2°C/Net Zero Pathways Measures portfolio alignment with climate targets such as Paris Agreement. |
Net zero alignment and climate scenario analysis described in product capability set. | |
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Scope 1, 2, 3 Emissions Analysis Tracks direct and indirect emissions as defined by GHG Protocol. |
Scope 1/2/3 emissions tracking referenced as part of the solution for climate risk analysis. | |
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Transition and Physical Climate Risk Tools Analyzes risks related to climate change scenarios. |
Transition risk and physical climate tools referenced in detailed climate risk assessments. | |
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Green Revenue Share Calculates proportion of revenue from sustainable activities. |
No information available | |
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Custom Environmental Metrics Allows tracking of non-standard or evolving environmental KPIs. |
Flexibility to define and track custom environmental metrics provided in custom benchmarking functionality. | |
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ESG Thematic Labeling Tags assets/holdings according to themes (e.g. renewable energy, circular economy). |
Thematic ESG labeling (like renewable energy) covered among data/screening options. | |
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Water/Waste Impact Assessment Metrics on portfolio exposure to water use and waste generation. |
Water and waste impact analytics sometimes available in sustainability/climate modules. | |
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Climate Data Granularity Level of detail available for climate-related data. |
No information available | |
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Science-based Targets Integration Cross-referencing portfolio assets with Science Based Targets initiative data. |
No information available |
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Diversity & Inclusion Assessment Reports on board and workforce diversity metrics. |
No information available | |
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Human Rights Risk Evaluation Identification and scoring of human rights exposure in the investment portfolio. |
No information available | |
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Supply Chain Transparency Analysis Examines ESG risks throughout supply chains of portfolio companies. |
Supply chain transparency is part of ESG risk and screening modules (mentioned in governance focus). | |
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Executive Pay Ratio Metrics Tracks executive remuneration relative to workforce average. |
No information available | |
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Controversy Tracking Monitors and flags assets connected to current social/governance controversies. |
No information available | |
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Whistleblower Channel Monitoring Assesses effectiveness of whistleblower systems in portfolio companies. |
No information available | |
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Voting Rights Analysis Reviews governance structure for shareholder voting power and rights. |
Shareholder voting analytics and rights analysis is a pillar of the 'Governance' solution. | |
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Board Independence Scores Measures independence of company boards relative to best practices. |
Board composition/independence analytics referenced for benchmarking governance practices. | |
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Incident Reporting Workflow Workflow for logging and investigating social or governance incidents. |
No information available | |
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Modern Slavery Assessment Analytics covering exposure to modern slavery risks. |
No information available |
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Engagement Tracking Logs and monitors all engagement activities with portfolio companies. |
Product enables tracking and logging of stewardship/engagement with investee companies. | |
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Voting Record Management Tracks proxy voting actions relating to ESG issues. |
Tracks proxy voting (voting analytics), including ESG issue votes. | |
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Engagement Outcome Recording Records the results or impact of engagement actions. |
No information available | |
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Automated Engagement Templates Provides pre-built content/templates for conducting ESG engagement. |
No information available | |
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Engagement Metrics Dashboard Visualization tools for key engagement performance indicators. |
No information available | |
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Shareholder Resolution Support Workflow for preparing, submitting, and tracking ESG resolutions. |
Shareholder resolution support and workflow are provided for ESG engagement. | |
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Collaborative Engagement Platform Tools for coordinating collective investor engagement initiatives. |
No information available | |
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Meeting Scheduler Manages and records ESG meetings/calls with investees. |
No information available | |
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Integrated Email Communication Supports direct messaging and secure communications within the platform. |
No information available |
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Open API Availability Publicly documented APIs for integrating ESG analytics with external systems. |
No information available | |
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Plug-in/Connector Library Prebuilt connectors for PMS, OMS, data warehouses, CSR software, etc. |
Integration connectors for market systems like PMS/OMS referenced in deployment guides. | |
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Data Export/Import Automation Scheduled or trigger-based transfers of ESG data into/out of other platforms. |
Product supports automated transfer of ESG data (import/export) for regulatory/disclosure needs. | |
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Cloud and On-premise Deployment Options for SaaS or locally hosted installation. |
Solution offered both on cloud and as local/on-premise deployment. | |
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Third-party Authentication Support Works with external identity providers (e.g., Azure AD, Okta). |
External authentication support (Azure, Okta, enterprise SSO) clearly referenced. | |
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Integration Implementation Time Average time required to integrate ESG analytics with a new host system. |
No information available | |
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Custom API Endpoint Creation Ability for users to create or modify API endpoints. |
No information available | |
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Data Interchange Format Support Supports common standards (e.g., JSON, XML, CSV) for data sharing. |
Multiple output formats (CSV, XLS, etc.) referenced for ESG exports/reports—standard format support. | |
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Single Data Model across Modules Ensures all features use a unified ESG data structure to prevent siloes. |
No information available | |
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Batch Processing Capacity Volume of ESG data batches processed concurrently for ETL jobs. |
No information available |
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