Objetive
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
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
Deliverable
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
