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

Once you are in the tool 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

Once the preferences have been set you can view the ESG preferences here

You can view the client’s holdings and also the underlying companies the client has invested in

You can also generate a report from this page by clicking ‘generate report’

To set the preferences for the client click on 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

The tool will also retain data on other preferences available

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

It is possible to drill down further into the holding to review the underlying company details as a contributing asset score by clicking on the fund name

You can toggle between the detailed view and the comparison view which will show the RAG rating

The detailed view will give you the full metric breakdown

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

We will now look at the ‘Companies’ tab

The companies comparison table 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 MSCI World All companies index for a target point

Please see the reference guide for more details on this

It is also possible to drill down further into the company details that are contributing to the asset score and you can toggle between a full breakdown on the detailed view

Or on the comparison view for the RAG rating

For the company level view you can do this by clicking on the company name

And this will show you how they compare to the Paris Temperature Alignment

The table will break down the company against the ESG preferences of your client

Including development metrics

And it’s also possible to adjust your client’s preferences from this page

We will now look at the reporting tab

Again, you can do this from the full portfolio or at product level

At this point you can also set controversial industries to be shown in the ESG Profiler report as per the below options

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

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

LF50531 09/2022