Our process

Get started as easy as 1, 2, 3 ... 4

Our proven 4-step process helps enterprise asset managers of all sizes achieve their goals. This process is repeatable and scalable, so you can use it to move toward continuous achievement rather than one-and-done benchmarking.

Easy Onboarding

Onboarding made easy: Our simple and streamlined process will have your new Portco sharing data and taking surveys in no time.

Complete Portfolio Data Management

Get a single view of your entire portfolio with our comprehensive data management solution.

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Education and Training

Empower you and your Portcos with the skills and knowledge we all need to create a better future in ESG.

4-Step Cycle

A roadmap to success.

Plan

Assess your current situation. Set clear goals. Develop a plan of action. Identify resources. Create a timeline. Let's go!

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Implement

Doing the collection, whether it's surveys or data, takes some doing. We will help you
Monitor your progress and overcome challenges so you can focus more on your goals.

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Analyze

Here we will work with you to interpret the data and draw insights from it. This is not just a review but a discussion with both the fund managers and the Portco leadership. We bring our expertise to the table to help provide needed context as well.

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Utilize

What have we learned and how can we start the next cycle with an eye for improvement. Here we are making two kinds of recommendations: what will go into the next cycle's plan? And what changes do we want to see at the Portco level?

Our Guarantee

Our commitment to you that our products and services will meet your needs and expectations.

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Better

Our models are deeper. Our analysis is more credible.

Faster

Nobody bashes through walls like Tablecloth.

Smarter

We've got the knowledge and the resources to reach beyond.

Adaptable

Bring your challenges. If we're not adapting every day we're not learning either.

No Judgment

Start your ESG journey where you are. Our goal is your goal: know more, do better.

ESG Made Easy

We built the software for a reason. To replace a hundred interns and a bunch of messy self-built internal tools.

Data in Context

What are we talking about when we're talking about Benchmarking? Let's be careful when we throw that word around.