ESG Profiling Tool

This short video has been created to show you how to use the ESG Profiler Tool on the Aviva Platform. You can access the tool via the ‘Client summary page’ or alternatively through the product page by clicking on the product name. On both of these pages the tool is available in the ‘Review’ section on the right-hand side. If there have been any updates to the profiler since you last visited, a brief summary of the key changes will be displayed.

If it is your first time using the profiler, a navigation help guide will pop-up to help explain the different aspect of the tool. The help guide can always be referred back to quickly at the top right hand-side of the page. 

If you have used the tool before you will land on the summary page for the client. On this page you have an important information and tool guide. This link will take you to the reference guide for full details, criteria and data limitations of the ESG tool.

You can view the client’s details including the current value of their portfolio and you can set the preferences for the client against their priorities and values. 

You can also set the benchmark you want the invested assets to be compared against which will influence the Red, Amber, Green statuses.

When setting preferences for your client, a short explanation of each sustainable characteristic is given to help ensure they meet your clients expectations.  Once the preferences have been set you can view the ESG preferences here. These preferences can be amended any time by clicking the yellow ‘set preferences’ tab. 

You can choose up to four ESG-themed preferences based on your client’s requirements by ticking the relevant box. Once the preferences have been chosen, hit the ‘apply’ button and this will apply the preferences to the client’s portfolio. The preferences you have set will appear. This snapshot will include the RAG rating and some metrics relevant to that particular ESG theme at portfolio level.

The tool also allows you to view the other preferences under ‘All preferences’.

You can also view how the underlying assets perform for each theme by clicking ‘find out more’.

If any of the clients investments have a sustainability label or CFD it will appear under the Investment label column.  

We are now going to have a look at the ‘Holdings’ tab.

The holding details tab will show you the underlying holdings at portfolio level. It’s also possible to drill down further to the product account level by clicking on the relevant product on the dropdown box and ticking ‘apply’. The below table will break down each holding against the ESG themes.

You can also edit the columns which will allow you to adjust the detail within the table. Including exploring exclusionary items, for example; alcohol and tobacco. It is possible to drill down further into the holdings to review the underlying company details as a contributing asset score by clicking on the fund name.

We will now look at the ‘Companies’ tab. The companies tab will show you the underlying companies at portfolio level.  And it’s also possible to drill down to product level just by clicking the product and hitting apply.

The table below will break down each holding against the ESG themes and produce a RAG rating against the selected benchmark. Please see the reference guide for more details on this. It is also possible to drill down further into individual  company details that are contributing to the asset score . For the company level view you can do this by clicking on the company name. This will provide a view of how that company performs for each of the themes.

We will now look at the search and compare tab. This allows you to compare up to four funds, models or equities and see how they perform against any given theme. You can view this comparison in a table view or graph view. If any of the investments have a sustainability label, the CFD will be available to view by expanding the information icon.  If you would like to save the output from the search and compare tool, you can download the results in a pdf format. 

We will now look at the reporting tab. Again, you can do this from the full portfolio or at product level and you can change the benchmark that the sustainability themes are compared against in the report. At this point you can also set controversial industries to be shown in the ESG Profiler report as per the below options.

If the portfolio contains a model, you can select the model breakdown option which will analyse all of the underlying assets in the model. If this is not selected you will see how the model performs at an aggregated level.  To generate the report for the client just click ‘generate report’ and this will produce a PDF document which can be saved for discussions with your client. The report will provide a summary on the sustainability label regime (SDR) and any assets that have a label. It will then breakdown each of the selected sustainability themes and controversial industries. 

To get an explanation of your clients’ investment preferences, the preference wizard is available by clicking on the set preferences button located in the ‘client priorities and values’ section on the overview page. This has in depth information about the 9 different areas of sustainability, with information on why they matter and details about the metric. 

If you require any further information regarding the ESG Profiler tool, please contact your relevant Business Development Manager.

LF50531 12/2025