There's a better way with Dynamo!
Dynamo’s ESG & Impact module is a suite of tools to help both General Partners (GPs) and Limited Partners (LPs) gather data, onboard managing companies, and calculate KPIs to evaluate fund and portfolio performance against targets.
ESG & Impact Module
End-to-End Cloud-Based Platform for Implementing, Facilitating, & Measuring Responsible Investing Programs
Gathering ESG and Impact data on portfolio companies can be difficult and time-consuming in an offline system. Manual surveys and diverse datasets present challenges with collection, standardization, and analysis of data.
Dynamo’s ESG & Impact module is a suite of tools to help both General Partners (GPs) and Limited Partners (LPs) in three core areas: gathering data, onboarding managing companies, and calculating KPIs to evaluate fund and portfolio performance against targets.
Dynamo In Action
Whether you have a developed ESG or Impact program, or are just getting started with responsible investing, Dynamo has the tools you need to gather data, monitor KPIs, create action plans, and track your success. Build a library of data and documents over time that can be used to manage long term strategies, comply with regulatory requirements, and answer ad hoc requests for information. Our interactive dashboards track the success of ESG & Impact initiatives.
Dynamo ESG & Impact is:
- Flexible: Works with existing frameworks and taxonomies to cross-map and tag datapoints
- Configurable: Whether your program is new or long-established, you can tailor Dynamo to meet your needs
- Organized: Our secure, cloud-based system keeps key data centralized so you can easily monitor the success of your initiatives
Surveys & More
Collaborate with portfolio companies using our dedicated company portal.
- Surveys
- Policy checklists
- Document library
Workflows & Reminders
Create and follow a structured process for managing your ESG & Impact portfolio.
With Dynamo, you can:
- Upload ESG KPIs as part of the financial statements workflow (when paired with PMV Monitoring module).
Question Bank Content
Dynamo’s secure, searchable database and configurable question bank enables you to:
- Create a custom cross-mapped list of questions using our ESG Question Bank
- Use multiple taxonomies and frameworks, including:
- SFDR PAIs
- GIIN’s IRIS Taxonomy
- Data Convergence Project
- GRESB for RE or Infrastructure
Analyze & Report
Collect and visualize data for a deep understanding of your sustainability initiatives:
- Microsoft Excel® add-in to fill out information requests and third-party forms
- Microsoft Power BI® and chart-building plug-ins
- Cross-portfolio formulas, benchmarking, and data aggregation
- RESTful API
- Data Integration Framework to bring in data from your third-party benchmarks