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Open an ESG Fund

How to open a fund level dashboard on the Obi ESG Platform

 

Starting From the Landing Page: ESG | Tasks


Click on The “Funds” Icon in navigation to access the funds list

 

 

Use the Search Bar to find the fund you want to open.

Search by Fund Name as it appears in Obi. If you cannot find a fund that you should have access to, you should reach out to the administrator of the account, or if you need assistance with adding users to a fund, contact support.

 

Click on The Fund 

 

Review the Operational Performance from the Dashboard 

Or use the navigation to explore more Obi ESG Features.