Available ESG Monitoring Features
Missing ESG Monitoring Features
Pricing
Starting Price
Options
Available Since
Deployment Options
- Web Browser (Cloud - Based)
Good Option For
- Small Business (11-50 people)
- Medium Business (51-250 people)
- Large Business (250+ people)
Deep dive
Core Features
Atominvest ESG & Impact Management operates within a unified portfolio management system, with a focus on structured ESG data collection, automation, and flexible analytics. Its features include:
Centralised ESG Data Management: Consolidates ESG and impact data across funds, assets, and portfolio companies into a single system, enabling consistent tracking and reducing fragmentation across teams.
Automated Data Collection Workflows: Automates ESG questionnaires and data submissions from portfolio companies, with AI-supported data extraction to reduce manual effort and improve data consistency.
Custom ESG Metrics Libraries: Provides pre-built and configurable ESG metrics aligned with global standards, allowing firms to tailor data collection to specific reporting frameworks and investment strategies.
Portfolio-Level Analytics & Dashboards: Offers flexible analytics tools and customizable dashboards to analyse ESG performance across portfolios, including drill-down capabilities for bottom-up and top-down insights.
Integrated Reporting & Excel Plugin: Enables automated ESG reporting with a Microsoft Excel plugin that supports real-time data refresh, custom modelling, and consistent report generation.
Workflow Automation & System Integration: Integrates ESG processes into broader investment workflows, with APIs and enterprise integrations that connect ESG data to portfolio management, reporting, and investor relations systems.
Closing Insights
Atominvest ESG & Impact Management is part of a broader move among private market investors toward embedding ESG data directly into portfolio management systems rather than maintaining separate reporting tools. The platform is used by a global client base of asset managers overseeing large multi-asset portfolios, supporting ESG metrics tracking, reporting, and portfolio-level analysis across diverse investment strategies.
Atominvest is available through the Microsoft Marketplace, where its integrations—such as Outlook and Excel add-ins—enable users to manage portfolio, investor, and ESG data within familiar enterprise tools. In addition, a 2025 partnership with Bridge House Advisors expands its ESG capabilities by combining Atominvest’s software with advisory expertise, enabling more automated ESG metrics tracking, reporting, and carbon footprinting processes across portfolio companies. This combination of software and advisory integration points to a platform evolving beyond data collection toward actionable insights and value creation.