Investment monitoring is the module in Sustainable Investments that you can use to analyze your portfolio and fund performance and to request information from your current investments.

The Investment monitoring module consists of a few sub-sections:

• Fund overview - Overview of all your funds
  
• Company overview - where you get an overview of all your companies
  
• Survey overview - where you get an overview of all your questionnaires
  
• Follow-up overview - where you can follow up on all questionnaires that are in progress
  
• Users - how to work with different user functionality in regard to the company
  
• Email templates - change the different email templates that you can send out to the company

Getting started with Investment Monitoring

The Investment Monitoring product is separated from other Position Green products and requires another license. Please contact your dedicated team at Position Green for further information.