ESG Benchmarking for Financial Portfolios
Integrated software solution to analyze, explore, disclose and improve ESG performance across loan, investment and insurance portfolios.
Core Metrics
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Disclosure Standards
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Integrate Portfolio Data
Aggregate and ingest ESG data across asset classes (equities, bonds, loans, project finance, real assets, etc.) into a unified ESG assessment system.
Leverage Portfolio ESG Metrics
Benchmark performance across environmental, social, and governance pillars using globally recognized frameworks and methodologies.
Normalize ESG Data
Analyze assets and issuers with sector-specific benchmarks, customizable weighting, and peer-relative performance metrics.
Turn Insights into Strategy
Identify under-performance, engage counterparties, and optimize resource allocation decisions based on insights and materiality maps.
Disclose with Confidence and Credibility
Generate customizable views for SFDR, CSRD, PRI and internal risk and ESG committees. Leverage enterprise-grade audit-logs to ensure credibility and provenance.
Built to Solve Targeted Pain-Points
Fragmented Data
Manually aggregating ESG data across large portfolios results in expensive delays, inconsistent reporting and unreliable insights.
Inconsistent Data
Lack of transparency across systems and providers prevents direct comparisons between counterparties.
Lack of Material KPIs
The lack of materiality-based ESG prioritization results in portfolio KPIs that are not actionable and ill-suited to decision-making.
Best-in-Class Capabilities at an Affordable Price Point
Features
StepChange
Generic Software
Consulting Firms
Engineered for Precision, Scale and Accuracy
ESG Data Registry
Leverage standardized ESG data from multiple credible sources across all asset classes. Generate granular ESG data and leverage advanced survey tools to fill gaps.
Custom Benchmarks
Build ESG benchmarks that reflect internal priorities and corporate strategy. Use standardized methods or apply custom weights to ESG pillars that can be differentiated by sector.
Targeted Insights
Compare portfolio performance against industry, regional, or peer benchmarks. Identify underperforming and outlier counterparties and flag ESG risks early.
Framework Alignment
Automatically align with leading frameworks like ISSB, GRI, etc. Generate granular and detailed reports that are directly tailored to investor and regulatory expectations.
Client Testimonials
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We were impressed by the team's quick responsiveness and their deep understanding of sustainability issues in the financial sector. It was a pleasure to work with StepChange.
Kosuke Mori, CEO, Saison International - Singapore
The scientific expertise brought by StepChange has helped the bank understand its sustainability baseline and map out a roadmap for improvement. We were impressed with the agility of the team and their expertise in sustainability for financial institutions.
Ashwini Choudhary Chief Risk Officer, Union Bank of India
StepChange has proven to be a valuable partner in Syrma SGS’s journey towards Sustainability. Their platform solution enabled Syrma SGS to digitalize the ESG data and monitor the Metrics. The data transparency helped us to identify and drive various initiatives to improve ESG performance.
PVN Rao, VP - Strategic Projects & Sustainability SyrmaSGS Technology Limited
StepChange has proven to be a valuable partner in our commitment to environmental sustainability at ITC. Their solution has enabled us to measure the environmental impact of our product portfolio and has opened up numerous opportunities to drive down emissions across our operations and value chain. We have found the StepChange team to be knowledgeable, reliable, and truly invested in our sustainability goals.
Ankit Gupta, Sustainability Lead, ITC Limited
Their platform has, in quick time, based on the Bank’s existing data/information, opened up a host of opportunities to evaluate how to drive down emissions in our operations and our value chain.
Manish Kumar, Head - ESG & CSR, ICICI Bank
Join the effort to build trusted climate data infrastructure.
This is an evolving thesis and an invitation to co-create the shared rail.
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