ESG Data Guide 2024

PortageBay - Engagement Copilot

Data category

  • Environmental data
  • Governance data
  • Rankings
  • Ratings
  • Research data
  • Social data
  • Engagement and stewardship, Responsible Investment Teams

The data offers solutions for:

  • Reporting: CSRD
  • Reporting: EU Regulations
  • Reporting: ISSB standards
  • Reporting: Impact
  • Reporting: Other Regulations
  • Reporting: SEC climate
  • Reporting: SFDR
  • Reporting: TCFD
  • Reporting: TNFD
  • Reporting: UN SDGs
  • Engagement and stewardship reporting

Who are the data users?

  • Financial institutions
  • Investors
  • Trustees

Brief description of the data offering

PortageBay’s Engagement Copilot aligns with major global standards. It’s a tool that accelerates transparency in reporting and engagement activities, while a the same time, boosting productivity to save time and improve the quality of engagement efforts.


  • Client-Centric Design: Developed in collaboration with active responsible investment teams from our client base to ensure it meets the real-world needs.
  • Industry Standards: Data alignment to major global standards like the UK Stewardship Code, UN PRI, ISSB, and CA100+.


  • Cloud-Based Platform: Hosted securely on the cloud to ensure accessibility and scalability.
  • Real-Time Analytics Engine: Powers the live dashboard, updating engagement stats and company progress.

Where and how do you source your data?

Data Sources

  • Client-Provided Data: Engagement objectives and notes are input by the clients themselves, allowing for customized tracking.
  • Publicly Available ESG Metrics: Updated in real-time to provide a comprehensive view of each company's ESG performance.

What is the cost for your data offering?

We offer a flat platform fee for unlimited number of users.