How-to
Operating requests
A request asks a portfolio company for operating numbers for a period.
Where it is
Section titled “Where it is”Sidebar, Portfolio Monitoring, then Requests.
What you do
Section titled “What you do”Issue or review a questionnaire for a holding. The company answers in the portfolio portal. This is for operating metrics. ESG metrics use ESG requests, even if the company sees both in one inbox.
Accepting a response files the answers. It does not revalue the holding.