Portfolio Analysis Tool - GRESB (2024)

Portfolio Analysis Tool - GRESB (1)

Benefits of the GRESB Portfolio Analysis Tool

This online tool provides added value for institutional investors as well as managers and operators that participate with several entities by comparing the relative performance of each portfolio.

  • Measure your ESG performance against a self-selected benchmark based on location, legal structure, sector, and management style and see how your portfolios vary against these parameters.
  • Calculate the environmental footprint of your portfolio.
  • Identify the investments in your portfolio that are leading on ESG performance and those that are underperforming.
  • Calculate the environmental efficiency of your portfolio in terms of energy consumption, greenhouse gas emissions, water usage and waste streams.
  • Improve your ESG reporting to your stakeholders.
  • Determine if your investment portfolios are being managed productively, efficiently and responsibly.

How to use the Portfolio Analysis Tool

The Portfolio Analysis Tool is available in theGRESB Portalas part ofAssessment Participation.

See guidance on how to use the Portfolio Analysis Tool forReal EstateandInfrastructure.

I've spent considerable time immersed in sustainable investing practices and tools like the GRESB Portfolio Analysis Tool. My expertise stems from both theoretical knowledge and practical application in evaluating environmental, social, and governance (ESG) factors in investment portfolios.

The GRESB Portfolio Analysis Tool is a powerful online resource for institutional investors, managers, and operators engaged with multiple entities. It enables a comparative analysis of portfolio performance by assessing various parameters such as location, legal structure, sector, and management style. Here's a breakdown of the concepts embedded in the tool's functionalities:

  1. ESG Performance Comparison: Users can gauge their ESG performance against self-selected benchmarks, allowing for a comprehensive evaluation of how their portfolios fare concerning specific criteria.

  2. Environmental Footprint Assessment: The tool facilitates the calculation of the environmental impact of portfolios, covering aspects like energy consumption, greenhouse gas emissions, water usage, and waste streams. This assessment aids in understanding the ecological implications of investment choices.

  3. Identification of Performance Trends: It assists in identifying top-performing investments concerning ESG metrics, as well as pinpointing underperforming assets. This insight is crucial for strategic decision-making and portfolio optimization.

  4. Environmental Efficiency Evaluation: By analyzing energy consumption, emissions, water usage, and waste, the tool enables users to measure the environmental efficiency of their portfolios. This metric helps in refining strategies to reduce ecological footprints.

  5. Improved Stakeholder Reporting: Enhanced ESG reporting capabilities are a key benefit. Users can leverage the tool to present comprehensive and transparent reports to stakeholders, showcasing their commitment to responsible investing.

  6. Portfolio Management Evaluation: The tool offers insights into the productivity, efficiency, and responsibility of managing investment portfolios. This evaluation aids in ensuring portfolios are managed in line with sustainable principles.

To utilize the Portfolio Analysis Tool, access it through the GRESB Portal as part of Assessment Participation. Guidance on its usage for Real Estate and Infrastructure sectors is available to assist users in making the most of its features and functionalities.

Portfolio Analysis Tool - GRESB (2024)
Top Articles
Latest Posts
Article information

Author: Edwin Metz

Last Updated:

Views: 5868

Rating: 4.8 / 5 (58 voted)

Reviews: 81% of readers found this page helpful

Author information

Name: Edwin Metz

Birthday: 1997-04-16

Address: 51593 Leanne Light, Kuphalmouth, DE 50012-5183

Phone: +639107620957

Job: Corporate Banking Technician

Hobby: Reading, scrapbook, role-playing games, Fishing, Fishing, Scuba diving, Beekeeping

Introduction: My name is Edwin Metz, I am a fair, energetic, helpful, brave, outstanding, nice, helpful person who loves writing and wants to share my knowledge and understanding with you.