Fund Entity & Reporting Characteristics

Lesson Overview

This lesson covers the Entity and Reporting Characteristics aspect. This is the first aspect that needs to be completed when starting a GRESB Fund Assessment and the information reported is used to determine the fund’s Benchmark and Peer Group.

• Entity characteristics
  • EC1 Reporting entity
  • EC2 Nature of ownership
  • EC3 Entity commencement date
  • EC4 Reporting year
• Reporting characteristics
  • RC1 & RC2 Reporting currency and economic size
  • RC3 & RC4 Sector & geography and nature of ownership
    • Peer group allocation methodology
  • RC5 Description of the fund
  • RC6 Summary of entity assets
    • Linking assets to the fund