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Aggregated Sustainability Dashboard

The aggregated dashboard gives you a portfolio-level view of sustainability performance across all companies you manage. For the per-company view, see Dashboard Overview.

Accessing the aggregated view​

Navigate to the Dashboard page within the Partner navigation menu. You land directly on the aggregated view.

The aggregated values reflect an average across companies:

  1. that you have access to (based on groups), and
  2. that have already submitted and shared ESG data for the reporting period you selected.

Filtering by group​

From the aggregated view, you can filter to see a specific group (e.g., fund or team).

What's different in aggregated mode​

  • Metric and score values represent an average across companies.
  • Targets and materiality assessment are not shown — these are only relevant at the individual company level.

Metric detail view in aggregated mode​

When you click a Metric while viewing multiple companies, the detail view includes:

  1. a completeness overview (who submitted vs who has no data yet), and
  2. a breakdown of the actual values for companies that have already submitted.

Aggregated dashboard view