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ESG Investment Dashboard Excel Template

Build sustainable portfolios with comprehensive ESG analysis, impact measurement, sustainability scoring, and responsible investment tracking tools for conscious investors.


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Invest with Purpose and Performance

ESG investing has evolved from a niche approach to a mainstream investment strategy, with over $35 trillion in global ESG assets. Our ESG Investment Dashboard provides the tools to evaluate environmental, social, and governance factors while maintaining strong financial performance and risk management.

From carbon footprint analysis to board diversity metrics, systematically evaluate companies across all ESG dimensions. Built for individual investors, institutional managers, and financial advisors, this template helps you build portfolios that align with your values while delivering competitive returns.

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Comprehensive ESG Evaluation Framework

Environmental Impact Assessment

Evaluate carbon emissions, energy efficiency, waste management, and environmental policies. Track companies' progress toward net-zero targets and assess exposure to climate transition risks and opportunities.

Social Responsibility Metrics

Analyze employee relations, diversity and inclusion, product safety, and community impact. Assess how companies treat stakeholders and contribute to social well-being beyond financial returns.

Governance Quality Analysis

Evaluate board independence, executive compensation, audit quality, and shareholder rights. Identify companies with strong governance practices that protect investor interests and promote long-term value creation.

ESG Scoring & Ranking

Create composite ESG scores using multiple rating methodologies and data sources. Rank companies within sectors and identify ESG leaders and laggards to inform investment decisions.

Portfolio Impact & Performance Tracking

Portfolio ESG Metrics

Calculate portfolio-level ESG scores, carbon intensity, and sustainability metrics. Track how your investment choices contribute to environmental and social outcomes while monitoring financial performance.

Impact Measurement

Measure real-world impact through metrics like carbon emissions avoided, renewable energy capacity funded, and jobs created. Connect your investments to tangible environmental and social outcomes.

ESG Integration Analysis

Analyze how ESG factors correlate with financial performance across different sectors and time periods. Identify where ESG considerations enhance or detract from investment returns.

Sustainable Development Goals Alignment

Map your portfolio's contribution to the UN Sustainable Development Goals. Track alignment with global sustainability objectives and identify opportunities to increase positive impact.

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Frequently Asked Questions

What ESG data sources does it use?

The template can integrate data from multiple ESG providers including MSCI, Sustainalytics, Refinitiv, and Bloomberg. It also supports custom ESG scoring based on your specific criteria and values.

How does it handle ESG data quality?

The template includes data quality checks, identifies missing or inconsistent ESG data, and provides methodologies for handling data gaps. It helps ensure reliable ESG analysis and decision-making.

Can it track impact investments?

Yes, the template includes specialized tools for impact investing with impact measurement, outcome tracking, and returns analysis. It helps evaluate both financial and social/environmental returns.

Does it support negative screening?

The template supports all ESG approaches including negative screening (exclusions), positive screening (best-in-class), and integration strategies. You can customize screening criteria based on your values and objectives.

How does it handle sector differences?

The template recognizes that ESG factors vary by sector and includes sector-specific metrics and benchmarks. It adjusts ESG analysis based on industry characteristics and material ESG issues.

Checkout what Sourcetable has to offer

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Create stunning, interactive charts that make data clear.

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Generate complex formulas, just describe what you need.

Frequently Asked Questions

If you question is not covered here, you can contact our team.

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How do I analyze data?
To analyze spreadsheet data, just upload a file and start asking questions. Sourcetable's AI can answer questions and do work for you. You can also take manual control, leveraging all the formulas and features you expect from Excel, Google Sheets or Python.
What data sources are supported?
We currently support a variety of data file formats including spreadsheets (.xls, .xlsx, .csv), tabular data (.tsv), JSON, and database data (MySQL, PostgreSQL, MongoDB). We also support application data, and most plain text data.
What data science tools are available?
Sourcetable's AI analyzes and cleans data without you having to write code. Use Python, SQL, NumPy, Pandas, SciPy, Scikit-learn, StatsModels, Matplotlib, Plotly, and Seaborn.
Can I analyze spreadsheets with multiple tabs?
Yes! Sourcetable's AI makes intelligent decisions on what spreadsheet data is being referred to in the chat. This is helpful for tasks like cross-tab VLOOKUPs. If you prefer more control, you can also refer to specific tabs by name.
Can I generate data visualizations?
Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. All visualizations are downloadable and can be exported as interactive embeds.
What is the maximum file size?
Sourcetable supports files up to 10GB in size. Larger file limits are available upon request. For best AI performance on large datasets, make use of pivots and summaries.
Is this free?
Yes! Sourcetable's spreadsheet is free to use, just like Google Sheets. AI features have a daily usage limit. Users can upgrade to the pro plan for more credits.
Is there a discount for students, professors, or teachers?
Currently, Sourcetable is free for students and faculty, courtesy of free credits from OpenAI and Anthropic. Once those are exhausted, we will skip to a 50% discount plan.
Is Sourcetable programmable?
Yes. Regular spreadsheet users have full A1 formula-style referencing at their disposal. Advanced users can make use of Sourcetable's SQL editor and GUI, or ask our AI to write code for you.
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Invest for a Better Future

Professional ESG analysis tools to build sustainable portfolios that create positive impact while delivering competitive returns.

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