Dynamo for ESG & Impact Investing

Core Features

Dynamo for ESG & Impact Investing is built as a data-centric module within a broader investment management system, focusing on structured data collection, cross-framework alignment, and portfolio-level analysis. Its features include:

• ESG Data Collection & Company Onboarding: Facilitates structured data gathering from portfolio companies through surveys, portals, and document uploads, reducing reliance on fragmented manual processes.

• Configurable ESG Question Bank: Provides a customizable library of ESG questions aligned with frameworks such as SFDR PAIs, IRIS, GRESB, and the Data Convergence Project, allowing firms to standardize due diligence and reporting.

• Cross-Framework Data Mapping: Enables tagging and cross-mapping of ESG data points across multiple taxonomies, helping maintain consistency even as reporting standards evolve.

• Portfolio-Level KPI Tracking: Calculates and monitors ESG KPIs across funds and portfolio companies, supporting performance evaluation against internal targets and external benchmarks.

• Analytics, Benchmarking & Dashboards: Uses integrations such as Power BI and built-in analytics to aggregate, benchmark, and visualise ESG performance across portfolios and asset classes.

• Workflow Automation & Data Integration: Automates survey distribution, reminders, and approval processes while integrating with CRM systems and third-party data providers via APIs.

Closing Insights

Dynamo for ESG & Impact Investing reflects the growing need among private market investors to formalise ESG and impact strategies within existing investment infrastructure. It has been adopted by organisations such as Meyer Memorial Trust, which uses the platform to establish ESG ratings and analyse portfolio exposure across funds and underlying assets. This demonstrates how the platform can support different ESG and carbon-related needs—from high-level portfolio scoring to company-level performance tracking.

Recent developments include Dynamo’s partnership with CSRHub, integrating a large-scale ESG ratings dataset aggregated from hundreds of sources to enhance benchmarking and reduce subjectivity in ESG assessments. The platform also continues to expand its data integration capabilities and analytics tools, reflecting broader industry demand for automated ESG reporting in response to evolving regulations such as CSRD.

For potential users, Dynamo is particularly suited to firms managing diversified portfolios that require consistent ESG data across asset classes. Its value lies in combining ESG data management with investment workflows, enabling investors to track impact, meet reporting requirements, and align sustainability objectives with financial decision-making.