Determine strengths and improvement opportunities of the portfolio based on the performance of the following aspects:

  • Entity management
  • Standing investments performance factors
  • Development factors


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.


Llevar a cabo un Análisis ASG que abarque los siguientes pasos:

  • Inspeccionar los activos del portafolio
  • Recopilar y analizar la documentación disponible
  • Entrevistar al cliente
  • Organizar la información y analizar los datos recopilados para extraer las conclusiones de mejor y más alto uso


1. Description of the portfolio

2. Management Analysis

– Leadership

– Policy

– Reporting

– Risk Management

– Stakeholder engagement

3. 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

4. Development Analysis

– ESG Requirements

– Materials

– Building certifications

– Energy

– Water

– Waste

– Stakeholder Engagement

5. Conclusions