Introduction
Sherpa & Company, based in Shinagawa, Tokyo, has declared the launch of a new service called
SmartESG Clarity, set to commence on February 18, 2026. This service aims to modernize and streamline the engagement operations for investors, thereby enriching the overall investment experience.
Collaboration with Deloitte Tohmatsu
To bolster this initiative, Sherpa is collaborating with Deloitte Tohmatsu Group to provide comprehensive support for financial institutions looking to adopt SmartESG Clarity. Deloitte, known for its extensive experience in sustainability practices, will assist in customizing solutions tailored to the unique needs of each institution.
The Need for SmartESG Clarity
Recent years have seen a growing demand for responsible investing, where investors seek comprehensive insights into non-financial information for their investment decisions. Conventional disclosures, including integrated reports and securities reports, feature unstructured data, making it difficult to process this information effectively. This issue leads to inconsistent evaluations and an over-reliance on individual interpretations, directly affecting the overall investment strategy.
Additionally, information related to past dialogues and decision-making metrics is dispersed among teams, creating barriers in knowledge sharing and access to historical insights. This lack of transparency complicates consistent engagement, increases reporting burdens, and presents challenges in governance and accountability.
Service Features and Benefits
1. Automated Situation Analysis
The core of SmartESG Clarity is its capacity to standardize and automate current situation analysis. By centralizing critical information from integrated reports and existing non-financial data across financial institutions, the service provides a cohesive view that aids in efficient corporate understanding and decision-making.
2. Insight Extraction for Dialogue Preparation
Leveraging AI, SmartESG Clarity automatically generates summaries and key discussion points based on the disclosed information. This feature ensures that dialogue themes are organized systematically, streamlining the preparation process for stakeholder engagements.
3. Enhancing Quality and Efficiency of Engagement
The service enables users to auto-generate engagement portfolios, consolidating pre-analysis, questions, and relevant documentation. Utilizing past engagement data fosters a continuous improvement loop where each interaction becomes progressively more fruitful.
4. Structuring Engagement Knowledge
Information acquired during interactions—such as questions, meeting minutes, and reference materials—can be stored systematically, allowing for efficient retrieval and application in future discussions.
Vision for Sustainable Business
Aligned with Sherpa's vision of realizing a world where profit and sustainability converge, SmartESG Clarity is designed to improve efficiency and expertise in the realm of sustainability data management for various stakeholders.
About Deloitte Tohmatsu Group
Deloitte Tohmatsu Group, housed in Japan, is a prominent professional group consisting of various entities, including Deloitte Tohmatsu LLC and the limited liability audit corporation, Tohmatsu. The group aims to strengthen synergy in sustainability and climate issues by providing unified services, ensuring clients face minimal hurdles in their sustainability challenges.
A link to Deloitte Tohmatsu Group's Official Website
About Sherpa & Company
Sherpa stands firm on its mission to support companies toward sustainable management using SmartESG, a platform that facilitates diverse sustainability evaluations and data management solutions. Since its launch in November 2022, SmartESG has been adopted by over 70 major companies, marking a significant impact on the industry.
Discover more about SmartESG