Investor Portal - Operational Guide

The Investor Portal allows investment managers to request, collect, and analyse ESG data from their portfolio companies. This guide covers the full workflow — from sending assessment requests to reviewing sustainability dashboards and scores.

For investment managers

• Request ESG assessment — Add portfolio companies, send assessment requests, and track progress.
• Sustainability dashboard — Review metrics, set targets, and compare companies.
• Sustainability scores — Understand how companies are scored on material topics.

For portfolio companies

• Report your sustainability data in Kube ESG — For Belgian companies reporting on VSME frameworks.
• Report your sustainability data in Karomia — For all other companies.

For admin

• Define your organisation — Invite members and organise them in groups.

For all

• Support — Get help with the platform.