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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
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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
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Collaboration

Real-time, powerful collaboration features

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

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

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