Services

ESG Tracker and Impact Services for Funds

An integrated solution to manage performance over time

ESG ASSESSMENT OF ALL NEW INVESTMENTS

Full ESG Tracker assessment, scoring, and detailed report for each new investment.
Recommendations for Action Plan and SDG strategy, which can be included in investment agreement.

ESG Scorecard & Verified maturity level

ANNUAL ESG ASSESSMENT TO TRACK PERFORMANCE

Annual ESG Tracker assessment, scoring, and report through virtual data collection.
Suggested updates to Action Plans and SDG strategies

Portfolio-level ESG Review

Company-level ESG Scorecard & Verified maturity level

ADVISORY SUPPORT TO IMPROVE ESG PERFORMANCE OVER TIME

Virtual Training on ESG Topics

Research deep-dives to inform strategic decisions

Feedback on new ESG policies and procedures

VERIFICATION OF IMPACT IN LINE WITH GOOD PRACTICE

Independent assurance of disclosure statements under the Operating Principles for Impact Management.

Strategic recommendations on how to improve impact management in line with international standards.

Fund-level Assurance Statement under Impact Principles

Phase	Description
Company completes ESG Tracker online survey	The survey consists of around 200 questions in 12 sections. A single company or fund profile enables multiple staff to collaborate on the company submission. They can upload documents as they go. It takes up to 1 full day of effort to complete all the modules. This depends on how much information is available. We usually recommend 1 week to complete submissions.
Vukani Team conducts initial review	We review the survey responses and documents and identify any development areas and opportunities. We request additional documents and interviews as needed. Where needed or requested, site visits are conducted during this stage. This is followed by a first call with the Investor or Company to discuss our initial findings. This phase takes 1-2 weeks, depending on company availability,
Vukani team prepares final report	We prepare the final assessment report and share it with you to fact-check. A draft Action Plan is provided. Once complete, we arrange a call with you to discuss the findings and agree on a final Action Plan.
Engage Vukani for regular check-in conversations optional add-on	Our annual subscription package includes support on a quarterly basis to help improve ESG and impact performance over time through strategic insights and useful resources
Annual progress review and verification optional add-on	At the end of each reporting cycle, we capture ESG improvements and update your company or fund’s verified score to show progress over time.