Unlocking the power of ESG Factsheets – A blueprint for asset managers

As ESG investing continues to gain traction, investors are no longer satisfied with high-level sustainability commitments. They expect clear, data-driven evidence of how funds integrate ESG principles into their strategies. ESG factsheets play a crucial role in meeting these expectations, but too often, they fall short of their potential. 

Instead of serving as powerful communication tools, many ESG factsheets remain dry, compliance-driven documents filled with raw data that lack context or narrative. To truly resonate with investors, asset managers need to rethink how they present ESG information - transforming factsheets into compelling, insightful reports that build trust and confidence. 

Key capabilities for stronger ESG Reporting 

The most effective ESG factsheets are those that go beyond mere disclosure and actively engage investors. To achieve this, asset managers need to focus on three key elements: 

• Data integrity & accuracy – ESG reporting must be built on high-quality, verifiable data that investors can trust. Without robust data governance, ESG claims risk being perceived as greenwashing rather than genuine commitments. 

• Customisation & flexibility – A one-size-fits-all approach to ESG factsheets no longer works. Different investor groups have different priorities, and asset managers must be able to tailor ESG disclosures to meet diverse stakeholder needs. 

• Clear, engaging presentation – Investors do not have the time to decipher complex ESG reports. Factsheets should use visual storytelling techniques—charts, infographics, and concise explanations—to make key ESG insights more accessible. 

The role of automation and integration 

To create high-quality ESG factsheets efficiently, asset managers must embrace automation and data integration. Manual processes can no longer keep up with the increasing demands of ESG reporting. Key benefits of automation include: 

• Automating data collection and formatting – Streamlining ESG reporting workflows reduces errors and speeds up document production. 

• Integrating ESG data into a centralised system – Ensuring consistency across all investor-facing documents and avoiding discrepancies that could undermine credibility. 

• Enhancing compliance workflows – Keeping up with evolving regulatory standards by implementing adaptable, technology-driven reporting solutions. 

By implementing automated ESG reporting solutions, firms can ensure that ESG factsheets remain accurate, up to date, and aligned with both investor expectations and regulatory requirements. 

Creating ESG factsheets that drive investor confidence 

To stand out in a crowded investment landscape, asset managers must rethink their approach to ESG factsheets, treating them as strategic engagement tools rather than compliance checklists. A well-designed ESG factsheet should: 

• Clearly demonstrate the fund’s ESG impact – Investors want to see tangible outcomes, not just broad sustainability commitments. Firms should highlight measurable ESG improvements and case studies that showcase real-world impact. 

• Provide transparent methodology – Investors are increasingly scrutinising ESG scores and ratings. A strong ESG factsheet should explain how these metrics are calculated and why they matter. 

• Offer dynamic insights – Instead of presenting static ESG data, firms should leverage interactive digital formats to provide real-time updates and deeper insights. 

At FE fundinfo, we empower asset managers to create ESG factsheets that go beyond basic compliance, helping firms build stronger relationships with investors through clear, credible, and compelling ESG communications. 

Ready to elevate your ESG reporting? Contact us today to discover how our solutions can streamline your ESG factsheet production while enhancing investor engagement or download our whitepaper below.