Check investments against sustainability criteria

Asset managers check investments against sustainability criteria

Needs setupAI Act: no extra obligationsChecking & moderating contentAsset management

Fits: Finance & accounting · Legal & compliance

Every investment is checked against your exclusion criteria and minimum standards, with references and data date. Breaches and data gaps come to light before they end up in the portfolio or the client report.

Is this for you?

  • You manage portfolios or funds with sustainability characteristics, or client mandates with exclusions.
  • You use data from ESG data providers that sometimes contradict each other or have gaps.
  • Sustainability reports and fund documents are currently read manually.
First step today

Take the public sustainability report of a company you have already assessed and have it checked against five of your criteria with the template below. Compare the result with your data provider’s data and your own assessment.

How to go about it

  1. Define the strategy’s exclusions and minimum standards
  2. Bring ESG data and company reports together
  3. Set up the check in portfolio management
  4. Pass unclear cases to the sustainability committee
  5. Buy, hold or sell, and give reasons
  6. Sharpen criteria and data sources

Templates to copy

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Included in the training

The complete guide

  • 6 steps explaining exactly what to do
  • 3 proven templates to copy into your own AI
  • Safe use: data, checking, deciding, informing
  • Pitfalls, effort and how to recognise success

With the training you get all 430 guides for as long as your access runs.

See the trainingOne-off per person, no subscription

Same approach, other use cases

13 more use cases follow the pattern “Checking & moderating content”.

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‹ PreviousSee all use casesNext ›

VV-03 · Legal status 08.10.2026