Guidance for GRESB Investor Members
The GRESB Portal is designed to make your ESG engagement with your managers as productive as possible. It’s your attention to ESG benchmarking and transparency that is driving progress towards a future with more sustainable buildings and infrastructure.
GRESB ESG data and benchmarks cover USD 4.5 trillion in real estate and infrastructure value including more than 66,000 geo-coded assets. We cover both private and public markets and data is reported to us at both potfolio- and asset-level. Our comprehensive coverage provides an unrivaled set of data and insights for the investment market.
Review 2019 Assessment Participants to see the managers who report to us on their ESG performance.
Increase your coverage
By encouraging your managers to participate in GRESB, you will be able to maximize your portfolio coverage for ESG data, and draw more meaningful benchmark comparisons and portfolio insights.
We have created example letters for you to download and send to your managers:
Track reporting to GRESB
To maximize portfolio coverage and achieve a full portfolio view, you can invite participants to report, track their responses and request data access for your investments.
Use the “Invite” feature in the Portal to contact managers and prompt participation during the Assessment open period which runs from April 1 – July 1 annually.
The Response Tracker allows you to track the progress of Assessment submissions and identify investments that may require additional outreach.
Request access to ESG data
If you have a non-listed data subscription, the ‘Data Access Request’ tool enables you to request data access for each portfolio managed by a GRESB participant and track responses.
If you have a listed subscription you will automatically be able to view ESG data of all listed entities participating in GRESB as well as the Pubic Disclosure dataset.
ESG data to inform your engagement
As an Investor Member, you can access data and analytics for your investments. You can view individual Benchmark Reports, analyze your portfolio in flexible ways, and export the data for additional analysis.
The Benchmark Report contains an indicator-level analysis of the ESG performance of your investments in both absolute terms and relative to peers. It is designed to identify areas of opportunity and risk in your portfolio and deepen your engagement with managers on sustainability issues.
Portfolio Analysis Tool
Using the Portfolio Analysis Tool, you can perform a portfolio analysis for self-selected groups of your investments, including applying weights and customized benchmarks. The tool provides insight into how each investment contributes to the portfolio’s aggregated ESG performance. It also provides a combined environmental footprint of the investment portfolio.
The Data Exporter provides access to all data points in the Assessments. The datasets are available for download in .csv and .xlsx format so that you can integrate the data more easily with your existing portfolio management systems and use in your own modeling.
Here is an overview of key dates and investor engagement activities for the 2020 GRESB Assessment Cycle.
|January - |
|Review 2019 Assessment Participants to calculate your portfolio coverage. Contact your managers to request participation in the 2020 Assessment in order to increase your coverage.|
|April - |
|April 1: Assessment Portal opens. Use the “Invite” feature in the GRESB Portal to contact your managers and prompt participation. The Response Tracker enables you to track the reporting progress.|
|July - |
|July 1: Assessment Portal closes. The data is validated, objectively scored and peer benchmarked.|
|October - |
| October 1: 2020 GRESB Assessment Results available in the GRESB Portal.
Review the GRESB Scores and GRESB Ratings for your investments. Engage with your managers on their performance based on their Benchmark Reports. Access the Portfolio Analysis Tool and the Data Exporter to inform your decision-making.
Join us for the GRESB Public results events taking place in all regions.
Investor Member Webinars
How to get insights from the GRESB Portal
An overview of the ESG data and analytical tools available in the GRESB Portal and how to generate insights that are most useful to you.
Benchmarking infrastructure assets on ESG performance
A PRI/GRESB Webinar on why investors use the GRESB Infrastructure platform, how it works and the value it brings to their organizations.