FTCI ESG Dashboard System
Designing a Scalable ESG Data Platform for Global Investment Decision-Making
91%
Task Completion
55%
Time Reduction
86%
User Satisfaction
88%
Adoption Rate
Global investment teams at Franklin Templeton needed a unified view of ESG scores and sustainability data across thousands of portfolio companies — but were operating across 12 separate, disconnected tools with inconsistent scoring methodologies and no cross-framework comparison capability.
Ran persona-driven design sprints with quantitative analysts, portfolio managers, and ESG specialists across global offices. Built Angular SPAs with modular architecture supporting role-based data views and multiple ESG scoring frameworks in parallel.
Building a data-dense platform that could serve quantitative analysts, portfolio managers, and ESG specialists — user groups with radically different data literacy levels, workflow patterns, and decision-making needs — through a single coherent interface.
Delivered a unified ESG intelligence platform with customizable scoring framework support, comparative portfolio analysis, exposure overlays, and exportable regulatory reports — consolidating 12 disparate tools into a single, scalable Angular application.
Consolidated 12 tools into one platform. Significantly reduced ESG assessment time per portfolio company. Platform adopted by investment teams across multiple global offices within months of launch, establishing a scalable foundation for future regulatory reporting requirements.
How We Solved the Problem
Multi-Stakeholder Research
Conducted interviews across quantitative analysts, portfolio managers, ESG analysts, and compliance teams across global offices to map distinct workflow needs and data requirements.
- Stakeholder mapping
- Workflow analysis
- Data needs assessment
- Persona development
Information Architecture
Designed a flexible data model supporting multiple ESG frameworks. Defined role-based navigation, filter architecture, and comparison view structures for different user segments.
- Data taxonomy
- Navigation design
- Role-based access model
- Filter architecture
Angular Component System
Built a modular Angular SPA with reusable chart components, filterable data tables, custom ESG scoring widgets, and portfolio exposure visualizations — designed for high information density.
- Angular components
- Data visualization
- Data tables
- Export modules
Investment Team Validation
Ran iterative testing with portfolio managers and ESG analysts, validating all critical workflow scenarios and ensuring data presentation met compliance and reporting standards.
- Task scenario testing
- Performance testing
- Compliance validation
- Stakeholder review
Conceptual Designs
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Concept designs available
ESG Dashboard
Unified ESG scoring dashboard across portfolio companies with multi-framework comparison.
NDA Protected
Concept designs available
Login Interface
Secure enterprise authentication flow for investment team access.
NDA Protected
Concept designs available
Mobile Experience
Mobile-responsive ESG data views for portfolio managers on the go.
NDA Protected
Concept designs available
Data Presentation
Structured data export and presentation view for investment committee reporting.