datasheet

Archer ESG Portfolio
Management
Unlock the potential of your investments
The Challenge
The investment community plays a pivotal role in the environmental, social, and governance(ESG) world. As the momentum behind impact investing continues to grow, institutional investors
are increasingly motivated to assess the ESG footprint of their investment portfolios. However,this task presents significant challenges, as portfolio managers must execute a tedious processof collecting and reviewing an extensive volume of data points across their investment portfolios,
which can encompass anywhere from a few dozen to thousands of investment companies.
As a result, this manual approach leads to a long and inefficient execution cycle.
Another challenge is the lack of standardization in ESG data, which results in differing methodologies
across ESG standard setting organizations. This lack of standardization can lead to conflicting
interpretations of ESG data between investors, reducing the effectiveness of this approach.

The Archer ESG Portfolio Management Advantage
With Archer ESG Portfolio Management, institutional investors looking to maximize the ESG
impact of their investments now have a modern solution at their fingertips. General and Limited
partners (GP/LP) and investors no longer need to sacrifice efficiency to accurately measure theESG performance of their portfolio companies. By leveraging Archer ESG Portfolio Management’s
modern approach designed to facilitate the gathering and analysis of ESG portfolio data, it is
now possible for private equity firms, asset managers, venture capitalists, commercial lenders,and more to collect valuable portfolio intelligence and make informed decisions.
Archer ESG Portfolio Management is tailored specifically for the investment community, enabling
efficient data collection and analysis across large portfolios. Unlock the potential of yourinvestments with this innovative solution today!

Features• A portfolio hierarchy that establishes the investor–investee structure.
• An ability to collect and report metrics based on the embedded ESG Data Convergence		 Initiative (EDCI) framework.
• An ability to create and collect custom-based ESG metrics.
• Aggregation of metrics at the portfolio and country/region levels.
• Dashboards and visuals to analyze portfolio performance across geographies, sectors,		 and categories of ESG.

About Archer
Archer is a pioneer in risk
management deliveringsolutions for the heroes
tasked with helping theirorganization deal withuncertainty. We enable
better decision making withBenefits

a technology platform to• A streamlined platform for assessing and managing ESG performance within your		 investment portfolio.

With more than 20 years

manage all types of risk.
of experience, Archer is• Automated processes for collecting and reporting data based on the EDCI frameworks.

solely dedicated to helping• An intuitive sequential workflow that removes guesswork from the process.

organizations manage risk,• Analytics that provide insight into ESG performance at the company and portfolio levels.

ensure compliance and meet
emerging challenges suchas ESG and operationalresilience. Working withthe largest pure risk
management community
globally with more than
1,200 customers of all sizes
and industries, we help ourcustomers not by building awall around their businessbut by building a bridge totheir next opportunity.
Visit www.ArcherIRM.com.

@ArcherIRM

Archer Integrated Risk Management©2024 Archer Technologies LLC. All rights reserved. Archer and the Archer logo are registered trademarks or trademarks of ArcherTechnologies LLC in the United States and other countries. All other trademarks are the property of their respective owners. Archerbelieves the information in this document is accurate. The information is subject to change without notice. 3/24 Data Sheet.