Sustainability Reporting for Family Offices
The next generation of wealth holders is redefining investment performance to include sustainability. 79% of family office advisors are already seeing next-generation principals increase their focus on ESG as part of the investment strategy (Ocorian). Family offices that can’t report on sustainability alongside financial performance are already behind their principals. As a purpose-built family office software platform for consolidated wealth reporting Aleta integrates sustainability metrics directly into the consolidated portfolio reporting where you’ll see CO2 emissions and net-zero commitments alongside IRR, allocation, and total return, so families can get the full picture of their portfolio in one place.
Track ESG and Financial Performance in One Consolidated View
The conventional reporting view presents financial returns, allocation, and performance against benchmarks. Aleta extends that view to include sustainability data within the same consolidated reporting framework. Metrics such as net-zero commitments and CO2 emissions appear alongside IRR, total return, and asset allocation, so the full picture of a portfolio's environmental impact is visible in the same place as its financial results.
- Present CO2 emissions and net-zero commitments within the standard portfolio reporting view.
- Track sustainability metrics at the asset, account, and portfolio level alongside traditional financial data.
- Monitor progress toward impact objectives over time with the same data infrastructure used for performance reporting.
- Generate consolidated reports that reflect both financial and sustainability dimensions of the portfolio.
+$100Bn
in monitored assets
+50%
time saved in quarterly reporting
+100
custodian and bank integrations
Reporting Ready for the Great Wealth Transfer
Family offices navigating the generational wealth transfer face a specific reporting challenge. Principals who built the portfolio may prioritize financial metrics. Inheritors entering stewardship expect sustainability data to be present, structured, and reliable. 75% of next-generation female wealth holders and 40% of their male counterparts are already invested in or interested in impact and ESG products (UBS).
Aleta's sustainability reporting adds ESG visibility for next-generation principals without replacing the financial reporting that existing principals rely on. Both coexist within the same platform and the same reporting environment.
- Support the expectations of next-generation principals without disrupting existing financial reporting workflows.
- Present impact data in the same structured, reliable format as financial performance data.
- Provide a consistent view across generations so reporting conversations begin from shared information.
Schedule a demo to see how Aleta simplifies even the most sophisticated portfolios with clean and intuitive design in an award-winning platform so you can operate with confidence.
Sustainability Reporting Across All Asset Classes, Custodians, and Entities
Sustainability data is only meaningful in context. Aleta aggregates the complete financial picture across all custodians, asset classes, currencies, and entities, so ESG metrics sit alongside verified, consolidated financial data rather than a partial view.
- Full aggregation: Aggregate data from all custodians and financial institutions and across all currencies and entities.
- Comprehensive asset tracking: Track liquid and illiquid assets, including private equity, real estate, co-investments, and private assets.
- Global structural support: Monitor holdings across jurisdictions, ownership structures, and family branches.
- Granular transparency: Drill down from a high-level consolidated overview to transaction-level detail.