How to tailor the list of ESG issues I want to track with Datamaran

(You require Datamaran latest version to use this function)


The issue mapping feature allows you to tailor your issue mapping by editing the issue name, the issue description and the underlying topics. 


In order to tailor your new Issue Mapping 

 

  1. Go to the Issue Mapping Module
  2. You will then find yourself on the “All Issue Mappings” page. On this page, you will be able to see all the existing Issue Mappings and create new ones by clicking on the  “New Issue Mapping” Button.
  3. On this page, By clicking on the “New Issue Mapping” button you will be able to create your Issue mapping
  4. You need to select between the templates to create your Issue Mapping, you have two options:
    • The single industry sector templates: select this option if you want to focus on a specific sector, you will be able to select the sector in the dropdown.
    • Multiple Industry sectors template, select this option if you want to focus your analysis on multiple industries.
  5. Click on the “Use this template” button to access the Issue Mapping editor
  6. In the Editor functionality you will be able to delete, and rename the issues; Edit the Issue description and edit the underlying topics.
  7. You also have the option to add new issues.
  8. To save your changes you need to name your Issue mapping.

 

In the analysis creation/editing page, you will be able to select your customized issue mapping from the list in the drop-down menu.

 

If you want to edit an existing issue mapping that you are using in one or more analyses:

 

  1. Go to the Issue Mapping Module
  2. Click on the issue mapping that you want to modify
  3. You will land on the Editor functionality, where you will be able to delete and add issues; Rename the issues and edit their description and edit the underlying topics
  4. Save your changes. 

 

When you save your changes, you will see a message informing you that the changes in your issue mapping will affect one or more analyses. 

 

Please note that edits in the Issue Mapping are not automatically updated to your analysis. Depending on the kind of changes that you have done in your issue mapping, you will see different banners in your analysis to apply the changes in your analysis. The system will indicate to you if you need to adjust your custom data too.

 

The video below shows you how to do it.