A clear view of how impact is measured.

Compare groups, track progress, and identify risks across your portfolio.

Visibility and clarity at portfolio scale.

Portfolio Manager gives financial institutions, corporates, and partners a complete view of performance across all the companies they support.

Track your sustainability and impact metrics and more, with insights that help you see what’s on track and what needs attention.

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Spotlight Feature

Your portfolio intelligence in one place.

Understand portfolio health instantly with insights across all companies and groups.

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Portfolio Performance

Get a clear view of ESG, climate, and project performance across all companies and areas that need attention.

Group Comparison

Compare portfolio groups to identify gaps, and see where performance is strongest or falling behind.

KPI Tracking

Monitor finance-linked KPIs and targets with clear signals on who is meeting requirements.

Project Overview

See every active project across your portfolio and how each contributes to portfolio outcomes.

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Explore how our platform fits your business needs and sector requirements.

(+310) 645-8321

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Deep analysis for better decisions.

Use detailed analytics to understand sustainability performance, operational risks, financial readiness, and improvement trends across your portfolio.

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Identify Risk and Underperformance

Spot companies or groups falling behind on targets, KPIs, or project progress so you can intervene early.

Compare Sustainability Themes

See how companies perform across energy, waste, emissions, biodiversity, and other ESG factors to understand trends and gaps.

Analyse Finance-Linked KPIs

Understand how companies are performing against KPIs tied to sustainable finance pathways across funds or program groups.

Benchmark Across Cohorts

Compare performance between cohorts, funds, or regional groups to see where progress is strongest and where support is needed.

Built for corporate and partner programs.

Whether you run SME support programs, supplier initiatives, accelerators, or grant schemes, the Portfolio Manager helps you track impact at group level.

For Partners and Programs