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Diligent ESG & Modern Governance from Diligent Corporation
Comprehensive ESG governance and compliance platform for pension funds, featuring board management tools, ESG program management, risk monitoring, regulatory compliance frameworks, and reporting solutions that support fiduciary obligations and stakeholder transparency.
More about Diligent Corporation
Product analysis by function
ESG (Environmental, Social, Governance) Analytics for Compliance and Governance
Specialized software that assesses investment portfolios against ESG criteria, supports responsible investment strategies, and generates reports on sustainability metrics increasingly required by pension regulations.
More ESG (Environmental, Social, Governance) Analytics
More Compliance and Governance ...
Data Integration and Aggregation
(10 Yes /10 Known /12 Possible features)
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Multiple Data Source Integration Ability to connect to various ESG data providers, third-party vendors, and internal systems. |
Diligent ESG platform provides 'comprehensive ESG data integration' per official site and product descriptions, highlighting its ability to connect to multiple ESG data providers and internal systems. | |
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Automated Data Mapping Automatically matches and categorizes imported ESG data to appropriate portfolio assets. |
Automated data mapping is explicitly referenced in the product’s data management and compliance automation literature. | |
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Custom Data Import Templates Allows creation of templates for recurring data import tasks. |
Custom data import templates are referenced as recurring upload/mapping tooling for repeatable reporting and compliance checks. | |
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Real-time Data Refresh Supports automatic updating of ESG data at scheduled intervals. |
The platform offers real-time and scheduled data updates for ESG reporting, per product documentation. | |
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Bulk Data Upload Capacity Maximum volume of ESG data files that can be uploaded in a single batch. |
No information available | |
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Data Cleaning and Validation Tools Provides utilities to check ESG data accuracy and consistency upon import. |
Data validation/cleaning tools are mentioned as a benefit for data quality in reporting workflows. | |
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API Access for Data Feeds Enables integration with ESG data sources through APIs. |
Diligent offers API access to ingest ESG data according to its integration documentation. | |
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Data Lineage Tracking Tracks origin and modifications of ESG data elements for audit purposes. |
Data lineage and audit tracking features are included to support traceability and compliance audits. | |
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Data Storage Capacity Total allowable storage for historical ESG data records. |
No information available | |
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Customizable Data Taxonomies Allows definition of proprietary ESG categories and mapping schemes. |
Customizable taxonomies/categorization is supported, referenced in Diligent’s support for user-defined ESG frameworks. | |
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Data Versioning Maintains historical versions of ingested ESG data for traceability. |
Data versioning is available ensuring traceability for regulatory compliance, as per product descriptions. | |
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Data Encryption at Rest Secures stored ESG data against unauthorized access. |
Data encryption at rest is a standard part of Diligent’s InfoSec and privacy protocols (confirmed in Trust Center). |
ESG Scoring and Analytics
(9 Yes /9 Known /11 Possible features)
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Automated ESG Score Calculation Automatically computes ESG scores for portfolio assets based on selected criteria. |
Automated ESG scoring is directly promoted on the platform’s analytics and reporting feature list. | |
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Customizable Scoring Models Enables users to define or adjust ESG scoring methodologies. |
Users are able to adjust or define custom ESG scoring methodologies per Diligent’s product FAQ and documentation. | |
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Historical Score Tracking Tracks changes to ESG scores over time for trend analysis. |
Platform supports historical score tracking and trend analysis, a key reporting feature in product materials. | |
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Peer Benchmarking Tools Compares the ESG performance of portfolio assets to industry or peer groups. |
Peer benchmarking and industry comparisons are included as dashboard features per marketing and case studies. | |
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Sector & Region Analytics Provides ESG analysis filtered by sector and geographic location. |
Sector & region analytics filters are available for dashboards and scheduled reports (per reporting module overview). | |
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Scenario Analysis Models potential portfolio outcomes under different ESG policy or risk assumptions. |
The ability to run scenario and policy analysis on ESG factors is included in Diligent’s ESG analytics capabilities. | |
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Scoring Refresh Rate Frequency of ESG scoring updates for each asset. |
No information available | |
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Materiality Mapping Identifies and weights key ESG issues per asset or sector. |
Materiality mapping for assets/sectors is mentioned specifically as a compliance and stakeholder relevance tool. | |
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Impact Attribution Quantifies the contribution of ESG factors to investment performance. |
No information available | |
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User-defined KPIs Allows the creation of custom ESG performance indicators. |
User-defined/custom ESG KPIs can be configured as part of the program management tooling. | |
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Cross-asset Class Scoring Supports ESG scoring for equities, bonds, alternatives, and other asset types. |
Supports ESG scoring across asset classes including equities, bonds, and alternatives, as shown in product literature. |
Compliance Management
(9 Yes /9 Known /10 Possible features)
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Rule-based Compliance Checks Automates portfolio checks against ESG regulations and internal guidelines. |
Rule-based compliance checks are a core claim of the regulatory compliance framework module. | |
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Pre-configured Regulatory Frameworks Includes templates for major ESG pension regulations (e.g., SFDR, TCFD, EU Taxonomy). |
Pre-configured regulatory templates for SFDR, TCFD, and EU Taxonomy referenced in compliance marketing. | |
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Custom Policy Rule Builder Allows users to define and enforce custom ESG investment policies. |
Custom ESG policy rule builder available for advanced compliance requirements, as stated on their compliance page. | |
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Automated Breach Alerts Sends notifications when portfolios fail ESG compliance checks. |
Automated breach/violation alerts sent to managers are part of oversight dashboards (dashboard demos). | |
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Audit Trail Maintains detailed records of compliance checks and management actions. |
Audit trail features for compliance and risk logs referenced in documentation and GRC marketing. | |
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Compliance Dashboard Real-time overview of compliance status across all portfolios. |
Compliance dashboard for real-time oversight and reporting confirmed as a key product feature. | |
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Compliance Test Frequency How often ESG compliance is automatically tested for each portfolio. |
No information available | |
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Role-based Access Controls Ensures only authorized users can override compliance restrictions. |
Role-based access controls for compliance and override/approval documented in platform security features. | |
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Regulatory Change Monitoring Tracks and updates compliance rules in response to regulatory changes. |
Regulatory change monitoring and rule-update mechanisms referenced in Diligent product updates and changelogs. | |
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Supporting Documentation Upload Enables storage of associated regulatory or policy documents. |
Upload and management of supporting documentation standard in board management and compliance modules. |
Reporting and Disclosure
(8 Yes /8 Known /11 Possible features)
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Automated Regulatory Reporting Generates reports for standard ESG regulatory disclosures. |
Automated and templated regulatory reporting is a highlighted capability for SFDR/TCFD and custom disclosures. | |
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Custom Report Template Builder Allows users to design bespoke ESG reports. |
Custom report template builder is core to the flexible reporting workflow offered by Diligent. | |
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Scheduled Reporting Enables pre-set intervals for generating and distributing ESG reports. |
Scheduled and recurring reporting options are included in the reporting suite. | |
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Data Export Formats Variety of available output formats for ESG reports. |
No information available | |
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Stakeholder Communication Tools Facilitates the distribution of ESG disclosures to clients, regulators, or the public. |
Stakeholder comms/distribution tools for regulatory and client disclosures available—core to transparency functions. | |
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Interactive Dashboards Visualizes ESG metrics in customizable dashboard views. |
Interactive dashboards are a key visual component of the Diligent ESG analytics platform. | |
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Historical Report Archiving Stores previously issued reports for record-keeping and audits. |
Historical report archiving for record-keeping and audits is present as standard in Diligent's audit record workflow. | |
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Multi-language Support Ability to generate reports in multiple languages. |
No information available | |
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Report Customization Capacity Maximum user-defined custom fields or modules per report. |
No information available | |
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Regulatory Deadline Reminders Automatic notifications for upcoming ESG reporting deadlines. |
Regulatory deadline reminders are featured (email/app reminders) to help users meet disclosure requirements. | |
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Audit Evidence Preparation Assists in preparing supporting evidence for audit or regulatory inspection. |
Assistance with audit evidence preparation provided via compliance/audit trail modules. |
Portfolio Management Integration
(2 Yes /2 Known /9 Possible features)
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Portfolio Synchronization Synchronizes ESG analytics with existing portfolio management systems. |
Platform advertises integration with major portfolio management system vendors for ESG portfolio sync. | |
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Real-time ESG Risk Flags Tag or flag assets with elevated ESG risk in real-time during portfolio reconstruction. |
No information available | |
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Pre-trade ESG Impact Check Analyzes prospective trades for ESG compliance prior to execution. |
No information available | |
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Order Management System (OMS) Integration Ability to work directly with OMS for ESG-screened order flows. |
No information available | |
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Batch ESG Screening Speed Processing rate for ESG portfolio screening. |
No information available | |
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Cross-platform Compatibility Operates on multiple portfolio management platforms (e.g., BlackRock Aladdin, SimCorp, FactSet). |
No information available | |
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Model Portfolio ESG Simulation Run hypothetical ESG screens on model or proposed portfolios. |
Model/hypothetical ESG scenario screening on portfolios is referenced in platform’s analytics tools. | |
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API Hooks for Order Routing Integrates with trading/order routing for ESG-compliant trades. |
No information available | |
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Automated Trade Blocks for Non-compliant Securities Flags and blocks trades for assets that do not meet ESG criteria. |
No information available |
Customizability and User Experience
(9 Yes /9 Known /10 Possible features)
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Drag-and-drop Interface Enables intuitive arrangement of dashboard and report components. |
Intuitive drag-and-drop interface referenced in user experience documentation. | |
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Custom Risk Thresholds Allows users to set bespoke limits for ESG risks and alerts. |
Custom risk thresholds and alerts can be configured in the platform as per compliance/risk module details. | |
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Configurable Notifications Users can define custom rules for email and in-app ESG alerts. |
Configurable notifications and alert system available for ESG/risk/compliance events. | |
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Personalized Dashboards User-specific dashboard layouts and widgets. |
Personalized dashboards/user-specific layouts are described as a user experience benefit. | |
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Multi-tenant Environment Supports segregation of data and settings for different users or client groups. |
Supports multi-tenant setups for different client/user groups, as found in enterprise features. | |
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Template Library Size Number of pre-built report and dashboard templates included. |
No information available | |
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Mobile and Tablet Access Platform accessible and fully functional on mobile/tablet devices. |
Mobile and tablet accessibility noted on the platform overview and FAQ. | |
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Accessibility Compliance Conforms to major accessibility standards (e.g., WCAG 2.1). |
Diligent emphasizes recent alignment to WCAG 2.1 accessibility standards. | |
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White-labeling Allows custom branding and theming of the ESG platform. |
White-labeling and branding options offered for enterprise clients. | |
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In-app User Guidance On-screen user manuals, walkthroughs, and help/support widgets. |
On-screen guidance/help widgets part of the user onboarding and help system. |
Security and Privacy
(9 Yes /9 Known /10 Possible features)
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Role-based Permissions Granular control of feature and data access by user role. |
Granular, role-based permissioning described in InfoSec documentation. | |
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Data Encryption In Transit Protects ESG data during uploads/downloads and API calls. |
TLS encryption for data in transit detailed on trust/security docs. | |
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Multi-factor Authentication Requires two or more credentials to access the platform. |
Multi-factor authentication is configurable per support/trust FAQ. | |
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User Activity Logging Records detailed logs of user actions for monitoring and audits. |
User activity logging for audit trail and compliance; detailed in policy docs. | |
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Regular Security Updates Frequency of system security patching. |
No information available | |
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Data Anonymization Supports anonymization or pseudonymization of sensitive ESG data. |
Anonymization and pseudonymization of sensitive ESG data available via privacy toolset. | |
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GDPR/CCPA Compliance Meets requirements of major data privacy frameworks. |
Platform claims GDPR/CCPA compliance, and privacy certifications listed in security documentation. | |
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Incident Response Tools Features for detecting, managing, and reporting security incidents. |
Incident detection and response system available (part of InfoSec, documented in Trust Center). | |
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SSO (Single Sign-On) Integration with enterprise SSO solutions. |
Enterprise SSO (SAML/OAuth) available—see integration guides. | |
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Custom Data Retention Policies Users can define how long ESG data is retained and when it is deleted. |
Custom data retention policies available for legal/compliance reasons, as part of data privacy module. |
Sustainability and Climate Metrics
(9 Yes /9 Known /10 Possible features)
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Carbon Footprint Calculation Computes the carbon impact of portfolio assets. |
Carbon accounting/scope 1/2/3 analytics modules are specifically advertised by Diligent ESG. | |
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Alignment with 2°C/Net Zero Pathways Measures portfolio alignment with climate targets such as Paris Agreement. |
Climate target alignment functionality for 2°C/Net Zero scenarios per platform climate risk content. | |
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Scope 1, 2, 3 Emissions Analysis Tracks direct and indirect emissions as defined by GHG Protocol. |
Scope 1, 2, 3 emission analytics included; explicitly mentioned on sustainability metrics page. | |
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Transition and Physical Climate Risk Tools Analyzes risks related to climate change scenarios. |
Transition and physical climate risk tools available as part of scenario analytics. | |
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Green Revenue Share Calculates proportion of revenue from sustainable activities. |
Green revenue share tracking is found in the ESG program management metrics. | |
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Custom Environmental Metrics Allows tracking of non-standard or evolving environmental KPIs. |
Environmental framework is customizable enabling non-standard metrics for unique KPIs. | |
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ESG Thematic Labeling Tags assets/holdings according to themes (e.g. renewable energy, circular economy). |
Thematic ESG asset labeling supported by platform, as detailed in product solutions. | |
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Water/Waste Impact Assessment Metrics on portfolio exposure to water use and waste generation. |
Water/waste metrics are available within Diligent’s environmental reporting options. | |
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Climate Data Granularity Level of detail available for climate-related data. |
No information available | |
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Science-based Targets Integration Cross-referencing portfolio assets with Science Based Targets initiative data. |
Integration with Science Based Targets initiative for climate data mapping available, as referenced in SBTi partnership announcements. |
Social and Governance Metrics
(7 Yes /7 Known /10 Possible features)
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Diversity & Inclusion Assessment Reports on board and workforce diversity metrics. |
Diversity and inclusion metrics are a category in governance dashboard. | |
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Human Rights Risk Evaluation Identification and scoring of human rights exposure in the investment portfolio. |
Human rights risk evaluation supported through policy/risk scoring modules. | |
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Supply Chain Transparency Analysis Examines ESG risks throughout supply chains of portfolio companies. |
ESG supply chain transparency analytics available, featured on Diligent's governance and supplier risk management solutions. | |
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Executive Pay Ratio Metrics Tracks executive remuneration relative to workforce average. |
Executive pay ratio metrics included as part of governance best-practice benchmarking. | |
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Controversy Tracking Monitors and flags assets connected to current social/governance controversies. |
Controversy tracking modules for social/governance events included in risk dashboard features. | |
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Whistleblower Channel Monitoring Assesses effectiveness of whistleblower systems in portfolio companies. |
No information available | |
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Voting Rights Analysis Reviews governance structure for shareholder voting power and rights. |
No information available | |
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Board Independence Scores Measures independence of company boards relative to best practices. |
Board independence analysis tools are provided as part of governance scoring. | |
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Incident Reporting Workflow Workflow for logging and investigating social or governance incidents. |
No information available | |
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Modern Slavery Assessment Analytics covering exposure to modern slavery risks. |
Modern slavery scoring available as part of ESG risk analytical suite. |
Stewardship and Engagement Tools
(5 Yes /5 Known /9 Possible features)
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Engagement Tracking Logs and monitors all engagement activities with portfolio companies. |
Engagement tracking and monitoring is standard per Diligent's stewardship/engagement tools module. | |
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Voting Record Management Tracks proxy voting actions relating to ESG issues. |
Proxy voting and record management integrated; detailed on ESG platform's governance support page. | |
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Engagement Outcome Recording Records the results or impact of engagement actions. |
Outcome/impact of engagements can be recorded and tracked as part of stakeholder management. | |
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Automated Engagement Templates Provides pre-built content/templates for conducting ESG engagement. |
No information available | |
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Engagement Metrics Dashboard Visualization tools for key engagement performance indicators. |
No information available | |
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Shareholder Resolution Support Workflow for preparing, submitting, and tracking ESG resolutions. |
Shareholder resolution workflow and tracking included in board/ESG modules. | |
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Collaborative Engagement Platform Tools for coordinating collective investor engagement initiatives. |
No information available | |
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Meeting Scheduler Manages and records ESG meetings/calls with investees. |
No information available | |
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Integrated Email Communication Supports direct messaging and secure communications within the platform. |
Direct (secure) messaging supported within platform for board/collaborative compliance communication. |
Integration and Interoperability
(7 Yes /7 Known /10 Possible features)
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Open API Availability Publicly documented APIs for integrating ESG analytics with external systems. |
Open API documentation available for integration with external systems, per developer site. | |
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Plug-in/Connector Library Prebuilt connectors for PMS, OMS, data warehouses, CSR software, etc. |
Connector library integrating with PMS and major GRC/CSR tools available as of latest product integrations list. | |
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Data Export/Import Automation Scheduled or trigger-based transfers of ESG data into/out of other platforms. |
Automated batch import/export described and supported in integration documentation. | |
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Cloud and On-premise Deployment Options for SaaS or locally hosted installation. |
Cloud SaaS and on-premise deployment models offered (per sales/implementation guides). | |
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Third-party Authentication Support Works with external identity providers (e.g., Azure AD, Okta). |
Supports third-party authentication (Okta, Azure AD) as described in technical integration pages. | |
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Integration Implementation Time Average time required to integrate ESG analytics with a new host system. |
No information available | |
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Custom API Endpoint Creation Ability for users to create or modify API endpoints. |
Offers creation of custom/extended API endpoints for enterprise clients. | |
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Data Interchange Format Support Supports common standards (e.g., JSON, XML, CSV) for data sharing. |
JSON/CSV/XML format support explicitly referenced in product documentation for import/export. | |
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Single Data Model across Modules Ensures all features use a unified ESG data structure to prevent siloes. |
No information available | |
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Batch Processing Capacity Volume of ESG data batches processed concurrently for ETL jobs. |
No information available |
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