TABLE OF CONTENTS

• Assess individual survey results
  • Ratings
  • Calculated score assessment
  • Manual score assessment
• Assess individual companies as a whole
  • Rating
  • Manual score assessment
• Export and analyze the assessments

An important part of screening companies is to be able to rate and make assessments of them.

With Position Greens' built-in functions, you can automate the screening of this work. We have the ability to set up automated calculations but also manual assessments, depending on your preference and need

You are both able to assess surveys but also individual companies.

Please contact your Sustainability Platform Team to set up assessments for your surveys.

Assess individual survey results

"How well does the company meet our requirements based on their response?"

You assess surveys from surveys.

Ratings

"Ratings" are a manual way of setting a rating based on your own evaluation of the survey. You are able to customize the content of your ratings and add descriptions to help understand the rating alternatives.

Rating assessment

Calculated score assessment

We are able to give an automated calculated score based on each response in the survey. The calculated assessment can be divided into categories and sub-categories, where you can see what section contributed to the total score. It is possible to even drill down on each data point in the scoreboard. We both have built-in best practices and have the ability to customize the calculation completely based on your requirements.

Calculated score based on the survey answers

Manual score assessment

If you would like to set your own score and not a calculated one, there is the possibility to set a manual score. This is great if you would like to override a calculated score for example.

Manual score assessment

Assess individual companies as a whole

Sometimes a company has several surveys to respond to for various reasons. The scores and ratings for all of those surveys might differ from each other. To get a full picture of the given company, there is an option to assess companies as a whole.

When you've analyzed the result of each survey, set a score or a rating on each investment. You assess the investment from the Company's detailed view.

The assessments are visible for all companies in the overview

Rating

This is a way to screen your companies. By setting ratings on your company, you will be able to get a good overlook on risky investments or companies that need follow-ups.

Rating of a portfolio company

Manual score assessment

Set a score instead of just a rating, to get a more granular rating of your investments.

Manual score on a portfolio company

Export and analyze the assessments

When using the "download as Excel" option from both the company and questionnaire.

Download from company overview

Download from the questionnaire overview

However, you are also able to play around and build your own tables with assessment data in Explore. Explore is great for customizing reports and tables.