With the release of enhanced risk visualization capabilities, Auquan customers can now save more time by getting a top-down “health check” of your entire portfolio and quickly surface risks and risk areas that may require additional review and attention.  
Auquan now makes it easier than ever to get a comprehensive view of portfolio risks that are aligned with multiple evolving regulatory standards and frameworks in order to streamline the process of conducting periodic risk assessments. 

Let’s explore this new risk visualization feature in detail. 

Quickly assess portfolio risks mapped to sustainability frameworks

Investment, credit, and ESG/sustainability professionals need a way to quickly and efficiently assess different funds and portfolios against various sustainability frameworks in order to keep internal stakeholders, LPs and regulators informed of any significant issues. 

Previously, this would require analysts to search across each company, aggregate information, write up findings, then deliver findings to a stakeholder. Next week, a different stakeholder might want a slight variation on that analysis, and rinse, repeat. 

Auquan’s new portfolio overview tool allows you to see counts of companies with risks active in any specific period - so you can quickly diagnose areas of risk within your portfolio and produce updated and customized assessments without any manual effort. 

You can assess any risk against industry ESG and sustainability frameworks, including: 

• United Nations Global Compact (UNGC)
• Sustainability Accounting Standards Board (SASB)
• Organisation for Economic Co-operation and Development (OECD)
• Sustainable Development Goals (SDG)
• Sustainable Finance Disclosure Regulation Principal Adverse Impacts (SFDR PAIs)
• SFDR Good Governance Practices (GGP)
• German Supply Chain Act
• Corporate Sustainability Reporting Directive Due Diligence (CSR DDD)

To help you swiftly identify and address new or developing risks, the graph comes with interactive filtering: With just three clicks, you can:

• Filter to a specific area of risk: Click on the graph to focus on your topic of interest.
• Select an Issue of concern: Click any of the highlighted issues to get a summary of recent events
• Review Source Data: Dive into original documents, across the whole issue history, translated from any language.

This streamlined process takes you from a high-level portfolio overview to in-depth company information and insights, empowering you to quickly analyze risks, make strategic decisions, and engage companies proactively where applicable. 

Quickly understand the up-to-date risk profile of your portfolios displayed and mapped against the risk frameworks you use in house — and easily toggle between frameworks for different portfolios. This allows you to spend time analyzing and engaging with companies rather than gathering and aggregating data.

While you’re here...

Professionals in private markets and asset management firms use Auquan’s Intelligence Engine to automate research and monitoring for deal sourcing, borrow screens and due diligence, risk monitoring, sustainability, and compliance workflows.

Using advanced AI techniques, Auquan generates material insights on any company or issuer worldwide — public or private — instantaneously, tailored for your workflow. 

Let’s explore how Auquan can help you and your team eliminate tedious and time-consuming manual data work and focus more on what you do best.