Preqin Solutions – ESG & Impact Module

ESG & Impact Module – Preqin Solutions

Dynamo’s ESG & Impact module from Preqin Solutions is a cloud-based solution that supports private capital managers in deploying and monitoring a responsible investment strategy. The module empowers investors, general partners, and portfolio companies to define and automate a structured ESG or impact investment program that can be integrated with any financial reporting process. ​

Streamline ESG & Impact KPI Construction and Data Collection

  • Define KPIs and goals by either using an industry-leading taxonomy, such as IRIS, or adding your own custom KPIs
  • Access performance metrics aligned with UN Sustainable Development Goals (SDGs)
  • Collect specific KPIs requested by investors
  • Centralize policy and due-diligence document collection
  • Use workflows and automated email reminders to support compliance
  • Automate annual surveys for ongoing risk management and monitoring

Monitor the Success of your ESG & Impact Strategy

  • Measure portfolio companies’ participation in the program
  • Analyze performance on key metrics
  • Measure portfolio alignment with UN SDGs
  • Identify ESG and impact opportunities and risks across a diverse portfolio
  • Compare financial and impact KPIs to demonstrate impact alpha (Only available for users with Preqin Solutions Monitoring module)

Improve Transparency and Tell Your ESG & Impact Alpha Story

  • Report ESG and impact portfolio performance to stakeholders
  • Create custom action plans for each asset
  • Share automated dashboards and reports at portfolio and fund levels
  • Focus your investment team on the most important goals of your responsible investing strategy
  • Achieve operational efficiencies and differentiate yourself from competition

Demo Preqin Solutions

Request a demo to see how Dynamo can drive your firm

Educational Documents

10 Best Practices for Deal Management Software

Automating Data & Document Collection

Case Study:
University of Oregon

Case Study:
LaSalle Investment Mgmt

Case Study:
Colgate University