NAV offers the flexibility to support your unique Environmental, Social, and Governance (ESG) and Socially Responsible Investing (SRI) reporting needs.
Our core strength is our expertise in data and reporting, specifically the creation of custom reports. We work closely with clients to clearly define their needs,
establish Impact Fund report formats and timelines, and provide additional Impact Fund administration support required, including:
- Prepare ESG transparency reports
- Assist with ESG oversight for various fund stakeholders
- Determine fund- and security-level ESGs
- Create custom ESG analysis solutions for fund managers