Competency Details ( ESG Analysis and Reporting )

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Financial Skills Framework

Skills Dictionary

ESG Analysis and Reporting

skill Technical Competency

Analyze ESG data to identify investment opportunities aligned with ESG principles and construct portfolios balancing both financial and non-financial objectives is important for demonstrating due diligence and satisfying stakeholder expectations.

Skill Code: T135

Level 1

Demonstrates a basic understanding of ESG principles and reporting requirements. Gains familiarity with ESG frameworks such as GRI, SASB, and TCFD, and assists in collecting and organizing ESG-related data for analysis and reporting purposes.

Level 2

Supports ESG reporting efforts by gathering relevant data and preparing draft reports. Understands how to apply ESG criteria to basic investment analysis and ensures reports meet stakeholder expectations and compliance requirements. Collaborates with teams to implement ESG standards in operations.

Level 3

Independently conducts ESG analysis and prepares comprehensive reports for stakeholders. Interprets ESG data to evaluate organizational performance and identify investment opportunities. Develops clear communication materials to convey ESG metrics and progress towards sustainability goals.

Level 4

Leads ESG reporting initiatives, ensuring compliance with global standards and stakeholder engagement. Oversees the integration of ESG criteria into organizational strategies and reporting frameworks. Provides strategic guidance on improving ESG performance and communicating impact effectively.

Level 5

Shapes the organization’s ESG strategy and reporting framework, driving leadership in sustainability and governance. Anticipates future ESG trends and integrates innovative practices into reporting and analysis. Sets benchmarks for ESG performance and promotes a culture of transparency and accountability.