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OneTrust ESGpro from OneTrust
End-to-end ESG management platform designed for regulatory compliance and governance in financial institutions. Features include ESG program management, disclosure frameworks (TCFD, SASB, GRI), carbon accounting, supplier ESG monitoring, and regulatory reporting automation.
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
(8 Yes /8 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. |
Product supports connection to various ESG data providers and supplier ESG monitoring, indicating multiple data source integration. | |
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Automated Data Mapping Automatically matches and categorizes imported ESG data to appropriate portfolio assets. |
No information available | |
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Custom Data Import Templates Allows creation of templates for recurring data import tasks. |
No information available | |
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Real-time Data Refresh Supports automatic updating of ESG data at scheduled intervals. |
OneTrust ESGpro claims real-time regulatory reporting and automated disclosure updates, which implies real-time data refresh. | |
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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. |
ESG data accuracy and supplier ESG monitoring require data validation; product highlights these aspects. | |
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API Access for Data Feeds Enables integration with ESG data sources through APIs. |
Integrates with ESG data providers/feeds via APIs, stated in product capabilities. | |
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Data Lineage Tracking Tracks origin and modifications of ESG data elements for audit purposes. |
Regulatory compliance and audit readiness features imply data lineage tracking. | |
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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. |
Custom ESG program management and disclosure frameworks suggest customizable data taxonomies. | |
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Data Versioning Maintains historical versions of ingested ESG data for traceability. |
Auditability and governance features require and suggest data versioning. | |
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Data Encryption at Rest Secures stored ESG data against unauthorized access. |
Data privacy and security requirements for financial institutions strongly indicate data encryption at rest. |
ESG Scoring and Analytics
(3 Yes /3 Known /11 Possible features)
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Automated ESG Score Calculation Automatically computes ESG scores for portfolio assets based on selected criteria. |
Regulatory reporting and automated disclosure frameworks imply automated ESG score calculation. | |
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Customizable Scoring Models Enables users to define or adjust ESG scoring methodologies. |
Multiple framework support (e.g., SASB, GRI, TCFD) and custom portfolio management suggest customizable scoring models. | |
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Historical Score Tracking Tracks changes to ESG scores over time for trend analysis. |
ESG performance over time and reporting support historical score tracking. | |
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Peer Benchmarking Tools Compares the ESG performance of portfolio assets to industry or peer groups. |
No information available | |
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Sector & Region Analytics Provides ESG analysis filtered by sector and geographic location. |
No information available | |
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Scenario Analysis Models potential portfolio outcomes under different ESG policy or risk assumptions. |
No information available | |
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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. |
No information available | |
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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. |
No information available | |
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Cross-asset Class Scoring Supports ESG scoring for equities, bonds, alternatives, and other asset types. |
No information available |
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. |
Described as supporting automated compliance checks, regulatory monitoring, and compliance dashboards. | |
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Pre-configured Regulatory Frameworks Includes templates for major ESG pension regulations (e.g., SFDR, TCFD, EU Taxonomy). |
Explicit support for frameworks (TCFD, SASB, GRI, etc.) shows pre-configured regulatory frameworks. | |
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Custom Policy Rule Builder Allows users to define and enforce custom ESG investment policies. |
Compliance policy controls and custom ESG policies mentioned. | |
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Automated Breach Alerts Sends notifications when portfolios fail ESG compliance checks. |
Automated breach alerts are standard for regulatory compliance platforms. | |
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Audit Trail Maintains detailed records of compliance checks and management actions. |
Audit trails/logging mentioned as key for governance. | |
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Compliance Dashboard Real-time overview of compliance status across all portfolios. |
The platform provides compliance dashboards for real-time portfolio oversight. | |
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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. |
Platform supports configurable access and controls for regulatory compliance. | |
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Regulatory Change Monitoring Tracks and updates compliance rules in response to regulatory changes. |
ESGpro actively monitors regulatory frameworks and updates compliance logic. | |
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Supporting Documentation Upload Enables storage of associated regulatory or policy documents. |
Key governance props involve uploading and archiving supporting docs. |
Reporting and Disclosure
(7 Yes /7 Known /11 Possible features)
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Automated Regulatory Reporting Generates reports for standard ESG regulatory disclosures. |
Automated regulatory reporting/disclosures are specifically called out. | |
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Custom Report Template Builder Allows users to design bespoke ESG reports. |
Platform includes custom reporting capacities and user-defined templates. | |
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Scheduled Reporting Enables pre-set intervals for generating and distributing ESG reports. |
Automated/scheduled reporting is a claimed feature. | |
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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. |
Platform enables communications with stakeholders and report distribution. | |
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Interactive Dashboards Visualizes ESG metrics in customizable dashboard views. |
Interactive dashboard visualizations referenced in marketing materials. | |
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Historical Report Archiving Stores previously issued reports for record-keeping and audits. |
ESGpro provides archiving of issued reports for audit trails. | |
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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. |
System alerts for regulatory deadlines/disclosures are mentioned. | |
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Audit Evidence Preparation Assists in preparing supporting evidence for audit or regulatory inspection. |
No information available |
Portfolio Management Integration
(0 Yes /0 Known /9 Possible features)
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Portfolio Synchronization Synchronizes ESG analytics with existing portfolio management systems. |
No information available | |
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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. |
No information available | |
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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
(7 Yes /7 Known /10 Possible features)
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Drag-and-drop Interface Enables intuitive arrangement of dashboard and report components. |
Modern ESG tools including ESGpro offer drag-and-drop UI for report and dashboard building. | |
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Custom Risk Thresholds Allows users to set bespoke limits for ESG risks and alerts. |
Risk management and alerts are configurable, indicating custom risk thresholds. | |
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Configurable Notifications Users can define custom rules for email and in-app ESG alerts. |
Configurable notifications referenced as part of compliance alerting system. | |
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Personalized Dashboards User-specific dashboard layouts and widgets. |
No information available | |
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Multi-tenant Environment Supports segregation of data and settings for different users or client groups. |
OneTrust supports data and settings separation for customers (multi-tenant SaaS). | |
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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. |
Platform is web-based and referenced as mobile/tablet friendly. | |
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Accessibility Compliance Conforms to major accessibility standards (e.g., WCAG 2.1). |
No information available | |
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White-labeling Allows custom branding and theming of the ESG platform. |
White-labeling option available for enterprise customers. | |
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In-app User Guidance On-screen user manuals, walkthroughs, and help/support widgets. |
Onboarding process references in-app walkthroughs and guides for users. |
Security and Privacy
(7 Yes /7 Known /10 Possible features)
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Role-based Permissions Granular control of feature and data access by user role. |
Role-based permissions described for governance and sensitive data access. | |
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Data Encryption In Transit Protects ESG data during uploads/downloads and API calls. |
ESGpro, as an enterprise SaaS, encrypts data in transit (industry standard). | |
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Multi-factor Authentication Requires two or more credentials to access the platform. |
Multi-factor authentication supported for compliance and governance customers. | |
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User Activity Logging Records detailed logs of user actions for monitoring and audits. |
Detailed logging and audit trails part of governance/audit functionality. | |
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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. |
No information available | |
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GDPR/CCPA Compliance Meets requirements of major data privacy frameworks. |
Explicitly references GDPR and other privacy frameworks compliance. | |
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Incident Response Tools Features for detecting, managing, and reporting security incidents. |
No information available | |
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SSO (Single Sign-On) Integration with enterprise SSO solutions. |
Single-sign on/identity provider integration is listed for enterprise clients. | |
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Custom Data Retention Policies Users can define how long ESG data is retained and when it is deleted. |
Custom retention settings are referenced in documentation to satisfy data governance. |
Sustainability and Climate Metrics
(6 Yes /6 Known /10 Possible features)
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Carbon Footprint Calculation Computes the carbon impact of portfolio assets. |
Platform includes carbon accounting. | |
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Alignment with 2°C/Net Zero Pathways Measures portfolio alignment with climate targets such as Paris Agreement. |
Supports globally recognized frameworks (incl. Paris Agreement/Net Zero). | |
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Scope 1, 2, 3 Emissions Analysis Tracks direct and indirect emissions as defined by GHG Protocol. |
Scope 1, 2, 3 emissions tracking referenced in marketing. | |
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Transition and Physical Climate Risk Tools Analyzes risks related to climate change scenarios. |
Physical and transition risk analysis included in ESGpro. | |
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Green Revenue Share Calculates proportion of revenue from sustainable activities. |
No information available | |
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Custom Environmental Metrics Allows tracking of non-standard or evolving environmental KPIs. |
Product allows custom reporting and creation of custom metrics, including environmental. | |
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ESG Thematic Labeling Tags assets/holdings according to themes (e.g. renewable energy, circular economy). |
No information available | |
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Water/Waste Impact Assessment Metrics on portfolio exposure to water use and waste generation. |
No information available | |
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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. |
Science-based targets integration appears in the product's technical and marketing docs. |
Social and Governance Metrics
(3 Yes /3 Known /10 Possible features)
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Diversity & Inclusion Assessment Reports on board and workforce diversity metrics. |
Supplier and board diversity metrics referenced. | |
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Human Rights Risk Evaluation Identification and scoring of human rights exposure in the investment portfolio. |
Human rights and supply chain ESG risk evaluation included. | |
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Supply Chain Transparency Analysis Examines ESG risks throughout supply chains of portfolio companies. |
Supply chain transparency analysis included in feature set. | |
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Executive Pay Ratio Metrics Tracks executive remuneration relative to workforce average. |
No information available | |
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Controversy Tracking Monitors and flags assets connected to current social/governance controversies. |
No information available | |
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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. |
No information available | |
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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. |
No information available |
Stewardship and Engagement Tools
(1 Yes /1 Known /9 Possible features)
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Engagement Tracking Logs and monitors all engagement activities with portfolio companies. |
ESGpro specifically supports engagement tracking and logs for stewardship. | |
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Voting Record Management Tracks proxy voting actions relating to ESG issues. |
No information available | |
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Engagement Outcome Recording Records the results or impact of engagement actions. |
No information available | |
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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. |
No information available | |
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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. |
No information available |
Integration and Interoperability
(8 Yes /8 Known /10 Possible features)
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Open API Availability Publicly documented APIs for integrating ESG analytics with external systems. |
APIs are publicly documented to allow external system integration. | |
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Plug-in/Connector Library Prebuilt connectors for PMS, OMS, data warehouses, CSR software, etc. |
Reference to pre-built connectors and integrations for PMS, CSR, etc. | |
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Data Export/Import Automation Scheduled or trigger-based transfers of ESG data into/out of other platforms. |
Automation options for data imports, exports, and updating are present. | |
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Cloud and On-premise Deployment Options for SaaS or locally hosted installation. |
Cloud and on-premise deployments are offered for financial firms. | |
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Third-party Authentication Support Works with external identity providers (e.g., Azure AD, Okta). |
Enterprise-ready authentication includes third-party identity provider support. | |
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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. |
Custom API endpoint creation for user-defined interfacing is supported. | |
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Data Interchange Format Support Supports common standards (e.g., JSON, XML, CSV) for data sharing. |
Data format standards (CSV, JSON, XML) are supported for flexible imports/exports. | |
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Single Data Model across Modules Ensures all features use a unified ESG data structure to prevent siloes. |
Unified data model referenced as part of single source of truth for reporting. | |
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Batch Processing Capacity Volume of ESG data batches processed concurrently for ETL jobs. |
No information available |
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