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Explore up-to-date tutorials on how to get the most out of our dashboard
Thumbnail for video 'Customising the scoring'. Click to play.
Customising the scoring
This tutorial shows you how to create different profiles, and customise them, so the way overall scores are generated will reflect your views and priorities.
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Thumbnail for video 'ESG Reporting'. Click to play.
ESG Reporting
Asset managers are being asked to include more and more ESG data in their client reporting, so we have built this easy-to-use reporting tool into our Platform. This tutorial shows you how to use it.
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Thumbnail for video 'Engagement Tracker'. Click to play.
Engagement Tracker
This tutorial shows you how to use the Integrum ESG Platform to record and track engagement on ESG issues with investee companies.
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Thumbnail for video 'Glass Box'. Click to play.
Glass Box
Other ESG ratings firms offer you a ‘black box’ - we will always provide you with a 'glass box'. This short video shows you exactly how we provide analysts with transparent ESG data.
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Thumbnail for video 'Heatstrips'. Click to play.
Heatstrips
Our Platform uses red-to-green heatstrips throughout, in order to illustrate where a company’s score sits relative to its peers. This tutorial explains how these heatstrips work.
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Thumbnail for video 'Managing the account'. Click to play.
Managing the account
This tutorial explains how to manage your account, including how to change your details such as your name and email address and how to invite new users to your team.
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Thumbnail for video 'Portfolio View'. Click to play.
Portfolio View
This tutorial explains the different features of the Platform's portfolio view page.
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Thumbnail for video 'Proxy Scores Methodology'. Click to play.
Proxy Scores Methodology
We now offer users the choice to see companies rated that disclose very little ESG data. This tutorial shows you what that means and how to toggle this feature on.
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Thumbnail for video 'Scoring Logic'. Click to play.
Scoring Logic
This tutorial explains the 0-4 scoring system applied by Integrum ESG.
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Thumbnail for video 'Uploading a portfolio'. Click to play.
Uploading a portfolio
This tutorial shows you how to upload a portfolio or watchlist to the Integrum ESG Platform.
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Thumbnail for video 'White-labelling'. Click to play.
White-labelling
We encourage our customers to make our product their proprietary ESG integration tool, by customising and then white-labelling the dashboard. This tutorial shows you how exactly to do that.
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