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Expert Consultation

Together with our partners, our advisory teams advise and guide clients through the entire ESG journey.

  • Competitive analysis and benchmarking
  • Mapping of ESG data to frameworks
  • Content development and infographics
  • Agency-level design and creative services
  • Project management and reporting
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ESG Fact Sheet Tablet

Data Sources & Systems

Streamline multiple data sources with ESG SaaS platforms designed to aggregate, normalise and manage ESG related data.

ESG Data & Reporting

Our ESG data management partners all bring different flavors of software collection and management, providing flexibility to meet our clients on their unique ESG reporting journey.

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ESG Fact Sheet Tablet

Automate your ESG SEC reporting with ActiveDisclosure

Simplify data collection, collaborate in real time and drive efficiencies. Get fast, accurate reporting for a dynamic regulatory landscape.

Future-proof your financial reporting

Features you need to accurately comply with SEC climate-risk disclosure requirements. Seamlessly include ESG data & graphics within your financial reports or stand-alone presentations.

ESG Reporting
Support Binders
Collaboration
Linking
Intelligent iXBRL

ESG Reporting

  • Collaborative workflows for accurate, audit-ready ESG disclosures
  • Excel & data linking to update ESG disclosures instantly
  • iXBRL tagging to comply with emerging sustainability taxonomies
  • Content presets, Snippets, to edit once & update universally
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Support Binders

  • Notes & statuses for tie-outs
  • Support docs kept where you want, no uploading or moving required
  • Readable tie-out doc with easy-to-see labels
  • Auto-generated Table of Contents
  • Full, integrated tie-out view in dashboard
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Collaboration

Real-time, powerful collaboration features

  • Sign-off workflows
  • Team & task assignments and notifications
  • Public and private commenting
  • Auto-versioning and compare
  • Track changes
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Linking

Easy integration with Excel to link key data

  • Change data in Excel, instantly refresh everywhere in your reports
  • Create content presets, Snippets, to edit once and update universally
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Intelligent iXBRL

Intelligent iXBRL tagging takes the complexity out of compliance.

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15 minutes is plenty of time to see how to streamline & optimise ESG reporting.

Client Success

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Explore client results

TECHNOLOGY

How we helped a global manufacturer broaden its investor base

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FINTECH

How we helped FIS develop an ESG strategy and award-winning report

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Fast-track your ESG journey with expert‑designed SASB fact sheets

Accelerate & optimise your ESG reporting

Keep everything accurate and audit-ready through efficient disclosures using automated workflows

Benchmark against your peers and keep an eye on the impact of ESG on financial performance with AI technology

Unlock data-driven insights for better decision making

Navigate the constantly evolving reporting environment with guidance from our leading experts

More findings, right this way

Resources

The Top Trends in Corporate Financial Reporting

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Case study

How We Helped a Global Software Company Save Time & Money on SEC Filings and Statutory Reporting

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White paper

How to Move From Voluntary to Regulated ESG Reporting - 3 Recommendations

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Resources

Compensation Discussion and Analysis (CD&A) Guidelines

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Resources

CSRD Readiness: Key Steps and Challenges for Compliance

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Blog

Venue Results Deliver as Software Solutions Drive DFIN’s Q2 Growth

Craig Clay
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Blog

What is the European Single Electronic Format (ESEF)?

What is ESEF - Card
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White paper

CFO’s and Controllers Know – The Journey Towards Mandated ESG Reporting Starts Now

CFO’s and Controllers Know – The Journey Towards Mandated ESG Reporting Starts Now - Card
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Video Podcast

Webinar Replay: How to Prepare for Sustainability Requirements

Webinar Replay: How to Prepare for Sustainability Requirements - Card
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Press Release

Diligent and DFIN Partner to Ease SEC Compliance and Simplify ESG Reporting

Diligent and DFIN Partner - Card
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Case study

Clone of Clone of How We Helped a Lifestyle Brands Company Modernize its Proxy Statements

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Blog

IPOs, Regulations, and Other Thoughts. Here’s looking at 2024

Craig Clay
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Video Podcast

Webinar Replay: How to Build a Successful ESG Reporting Program

Webinar Replay: How to Build a Successful ESG Reporting Program
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Video Podcast

Clone of WTW Optimizes SEC Filing Efficiencies

WTW Optimizes Reporting Efficiencies - Card
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Resources

The Importance Of ESG Data Management

truzzolino
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Case study

Double-Digit Increases in Sales Metrics

Craig Clay
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Video Podcast

DFIN and Force Management Command Center

Craig Clay
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Video Podcast

DFIN's Digital Transformation and How Force Management Platform Assists with Sales

Craig Clay
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Article

Sweeping Regulatory Changes Affecting Director Elections, Executive Compensation and Climate Disclosures ... What Can Go Wrong?

schneider
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Article

Corporate Governance Outlook 2023

schneider
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