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.
Explore Aleta's Family Office Softwarebutton-icon

+$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.

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.
Explore Aleta's Mobile Appbutton-icon

FAQ: Aleta’s Sustainability Reporting

What is sustainability reporting for family offices?

Sustainability reporting for family offices means tracking metrics such as CO2 emissions, net-zero commitments, and ESG scores. Modern wealth platforms like Aleta present sustainability metrics alongside financial performance data within the same reporting framework. Rather than producing sustainability reports separately, Aleta presents both dimensions in a single consolidated view, so the full picture of the portfolio is visible in one place.

How does Aleta integrate sustainability metrics into portfolio reporting?

Aleta presents sustainability metrics within the same consolidated reporting framework as financial data, not in a separate module. They appear alongside IRR, total return, and asset allocation at the asset, account, and portfolio level. No separate process required.

What sustainability metrics does Aleta track?

Key metrics Aleta tracks are CO2 emissions and net-zero commitments, configurable to reflect the specific impact objectives of the family. Metrics are tracked at the asset, account, and portfolio level using the same data infrastructure as financial performance reporting.

Why does sustainability reporting matter for family offices right now?

The generational wealth transfer is creating an immediate reporting gap. 79% of family office advisors are already seeing next-generation principals increase their focus on ESG as part of the investment strategy (Ocorian), and 75% of next-generation female wealth holders are already invested in or interested in impact and ESG products (UBS). Family offices that cannot report on sustainability with the same rigor as financial performance are at a structural disadvantage as stewardship transitions.

Does adding sustainability metrics affect financial reporting quality?

No. Aleta's sustainability reporting extends the consolidated view without replacing or disrupting existing financial reporting. The same data infrastructure and reporting standards that apply to financial metrics apply equally to sustainability data.

Is sustainability reporting relevant for family offices earlier in their ESG journey?

Yes. Having the infrastructure in place to track sustainability data from a defined baseline is valuable regardless of where the portfolio currently sits on the ESG spectrum. It allows family offices to build a long-term impact record and meet next-generation reporting expectations as the wealth transfer unfolds.

Has Aleta won any awards for its reporting capabilities?

Yes. Aleta was named Best Data Provider at the Family Wealth Report Awards 2026 and Best Consolidated Reporting at the WealthBriefing Awards 2026, both leading industry recognition programs for wealth management technology.