Determine strengths and improvement opportunities of the portfolio based on the performance of the following aspects:
- Entity management
- Standing investments performance factors
- Development factors
Opportunity
Develop an in-depth analysis of each asset of the portfolio to determine its ESG performance aspects:
- Consolidate ESG data to create a comprehensive picture of the current situation of portfolio.
- Identify specific aspects that generate risk to the current or future performance.
- Consolidate useful ESG data aligned with industry standards to report to international reporting entities.
- Recognize strengths and opportunities for improvement based on historical asset performance.
Solution
Conduct an ESG analysis covering the following steps:
- Inspect portfolio assets.
- Gather and analyze available documentation.
- Interview the client.
- Organize the information and analyze the collected data to draw conclusions regarding “highest and best use”.
Deliverable
Description of the portfolio
Management Analysis
- Leadership
- Policy
- Reporting
- Risk Management
- Stakeholder engagement
Performance Analysis
Survey section
- Risk Management
- Objectives
- Tenants and community
- Monitoring and review of information
- Construction certifications
Portfolio indicators section
- Energy
- Greenhouse gases
- Water
- Waste
Active indicators section
Development Analysis
- ESG Requirements
- Materials
- Building certifications
- Energy
- Water
- Waste
- Stakeholder Engagement
