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ESG Reporting Rules & Their Impact

Frank Kelley, Director of ESG & Compliance Services at DFIN, sits down with Dana Barrett to discuss ESG reporting rules and their impact.

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Expert consultation

Together with our partners, our advisory teams advise and guide clients through the entire ESG journey.

  • Competitive analysis and benchmarking
  • Mapping of ESG data to frameworks
  • Content development and infographics
  • Agency-level design and creative services
  • Project management and reporting
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ESG Fact Sheet Tablet

Data sources & systems

Streamline multiple data sources with ESG SaaS platforms designed to aggregate, normalize and manage ESG related data.

ESG data & reporting

Our ESG data management partners all bring different flavors of software collection and management, providing flexibility to meet our clients on their unique ESG reporting journey.

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ESG Fact Sheet Tablet

Automate your ESG SEC reporting with ActiveDisclosure

Simplify data collection, collaborate in real time and drive efficiencies with our ESG reporting software. Get fast, accurate reporting for a dynamic regulatory landscape.

Future-proof your ESG financial reporting

ESG reporting tools you need to accurately comply with SEC climate-risk disclosure requirements. Seamlessly include ESG data & graphics within your financial reports or stand-alone presentations.

ESG Reporting
Support Binders
Collaboration
Linking
Intelligent iXBRL

ESG Reporting

  • Collaborative workflows for accurate, audit-ready ESG disclosures
  • Excel & data linking to update ESG disclosures instantly
  • iXBRL tagging to comply with emerging sustainability taxonomies
  • Content presets, Snippets, to edit once & update universally

Support Binders

  • Notes & statuses for tie-outs
  • Support docs kept where you want, no uploading or moving required
  • Readable tie-out doc with easy-to-see labels
  • Auto-generated Table of Contents
  • Full, integrated tie-out view in dashboard

Collaboration

Real-time, powerful collaboration features

  • Sign-off workflows
  • Team & task assignments and notifications
  • Public and private commenting
  • Auto-versioning and compare
  • Track changes

Linking

Easy integration with Excel to link key data

  • Change data in Excel, instantly refresh everywhere in your reports
  • Create content presets, Snippets, to edit once and update universally

Intelligent iXBRL

Intelligent iXBRL tagging takes the complexity out of compliance.

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15 minutes is plenty of time to see how to streamline & optimize ESG reporting.

Client success

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Explore client results

TECHNOLOGY

How we helped a global manufacturer broaden its investor base

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FINTECH

How we helped FIS develop an ESG strategy and award-winning report

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Fast-track your ESG journey with expert designed SASB fact sheets

Accelerate & optimize your ESG reporting

Keep everything accurate and audit-ready through efficient disclosures using automated workflows

Benchmark against your peers and keep an eye on the impact of ESG on financial performance with AI technology

Unlock data-driven insights for better decision making

Navigate the constantly evolving reporting environment with guidance from our leading experts

Continue building your perfect tech stack

Financial reporting

Take the complexities out of regulatory reporting. Seamless integration, simple onboarding, Microsoft Office compatibility and all the tools you need for fast, secure filings.

Proxy solutions

Optimize efficiencies and deliver more effective shareholder communications. Leverage our expert-backed advisory services, strategy, design, and annual meeting services for a seamless, turn-key financial proxy process.

Virtual data room

Safeguard and share your most sensitive documents with all your shareholders. Easy-to-use, secure software includes privacy scans, contract analytics and multi-file redaction for full transparency and regulatory compliance.

More findings, right this way

White Paper

Meeting the Data Demands of Looming ESG Disclosure Rules: Ten Takeaways

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Blog

Guidance for the Final SEC Climate Disclosure Ruling & ESG Reporting

Guidance For The Final SEC Climate Disclosure Ruling & ESG Reporting - Card
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Article

New Investment Company Names Rule Drives Refined Investment Focus

New Investment Company Names Rule Drives Refined Investment Focus - Card
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Blog

The SEC’s Climate Rules Are Paused, But Likely Not for Long.

Craig Clay
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White Paper

CFO’s and Controllers Know – The Journey Towards Mandated ESG Reporting Starts Now

CFO’s and Controllers Know – The Journey Towards Mandated ESG Reporting Starts Now - Card
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Video Podcast

Webinar Replay: How to Prepare for Sustainability Requirements

Webinar Replay: How to Prepare for Sustainability Requirements - Card
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E-Book

Five SEC Rules to Watch in 2024

Five SEC Rules to Watch in 2024 - Card
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Video Podcast

ESG Reporting Rules & Their Impact with Frank Kelley, Director of ESG & Compliance Services, DFIN

ESG Reporting Rules & Their Impact with Frank Kelley, Director of ESG & Compliance Services, DFIN - Card
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Guide

From Private to Public: Expert Insights for Foreign Private Issuers Pursuing U.S. Public Listing in 2024 and Beyond

From Private to Public: Expert Insights for Foreign Private Issuers Pursuing U.S. - Card
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Blog

Navigating the Latest SEC Climate Disclosure Rules: We’ve Got Your Back

Craig Clay
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Video Podcast

Webinar Replay: Corporate Governance Outlook: The Top Issues of 2024

Webinar Replay: Corporate Governance Outlook - Card
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Blog

IPOs, Regulations, and Other Thoughts. Here’s looking at 2024

Craig Clay
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Video Podcast

Webinar Replay: How to Build a Successful ESG Reporting Program

Webinar Replay: How to Build a Successful ESG Reporting Program
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Report

Equilar Releases Its “Preparing for Proxy Season 2024” Report Featuring DFIN Commentary

schneider
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Blog

Third-Quarter Earnings Results Highlight DFIN’s Software Strengths

Craig Clay
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Press Release

Diligent and DFIN Partner to Ease SEC Compliance and Simplify ESG Reporting

Diligent and DFIN Partner - Card
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Video Podcast

Webinar Replay: Navigating DFIN’s Guide to Effective Proxies - 11th Edition

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Video Podcast

Webinar Replay: SEC Compliance for FPIs – 2023 Mid-year Update

Webinar Replay: SEC - Card
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Resources

The Importance Of ESG Data Management

truzzolino
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Video Podcast

Webinar Replay: ESG Eco-System - Update on ESG Regulations around the World

Webinar Replay: ESG Eco-System - Card
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