The document describes a sustainability management platform that uses machine learning to assess small and medium-sized enterprises' (SMEs) sustainability performance. The platform collects data from companies through manual input, uploaded documents, or open banking connections. It then analyzes the data using a neural network model and provides companies with their ESG score, a comparison to peers, and suggestions for improving metrics. The platform is intended to provide affordable sustainability assessments for SMEs and generate referrals for partner organizations.
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Focused on larger
public companies
How to assess sustainability?
Expensive for small
businesses
Way to go!
ESG Rating
Companies
Specialized
Consultants
Data Driven
Solutions
V
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How does it work?
Collect Analyze Suggest
Open Banking
Invoices, CRS Reports, Tax Returns
Manual input
Neural Network
Current Positioning
Potential Improvements
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Data Input
A user inputs information
about her company:
• Manually;
• Uploading invoices, tax
returns or CRS reports;
• Connecting to her bank
via open banking.
The more information we
get, the better suggestions
we can make.
Currently we support 42
metrics and only manual
input.
Mock-up, not a real website
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Data Input
A user inputs information
about her company:
• Manually;
• Uploading invoices, tax
returns or CRS reports;
• Connecting to her bank
via open banking.
The more information we
get, the better suggestions
we can make.
Currently we support 42
metrics and only manual
input.
Mock-up, not a real website
8. WMBTWMBT
ESG Score
The user gets information
about her company current
positioning against the
peers…
Mock-up, not a real website
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ESG Score
The user gets information
about her company current
positioning against the
peers and how it could be
improved.
Mock-up, not a real website
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Detailed Analytics
The user gets detailed
information per each
metric and how it could be
optimized to improve the
overall score.
The user can set up
constraints for the
optimization, e.g. that CO2
emissions cannot be
reduced; otherwise we
imply constraints from the
data.
Currently we support
optimization by 6 metrics.
Mock-up, not a real website
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Referrals
The platform suggests to
the client our partners who
could help to improve a
particular metric.
Mock-up, not a real websiteNot real companies
13. WMBTWMBT
But make it fair!
The platform shows the
positioning of the peer
companies, which are
using the suggested
partner.
Mock-up, not a real website
14. WMBTWMBT
Completely Free
For Users
How must does it cost?
Monetized via Partnership
Program
Users can use all the
features of the service
with no fee.
Paid partnership programs for the companies
helping our clients to become better, e.g.:
• Water management solutions;
• Energy saving equipment;
• HR consultancy;
• And many more.
15. WMBTWMBT
How does it evolve?
Work with
Governments
Engage with policy
makers to guide
environmental policy
●direct financial help /
subsidies;
●institutionalize new
sustainable technology.
Cater to the Real
Economy
Connect users of sustainable
technologies to
●sustainability-driven tech
sector;
●consultancy sector;
●various contractors.
The platform gathers high
quality data that could be
used to:
●enhance large data
agglomerates: Amazon,
Google;
●reduce economic
friction: adapt investment
process.
Make Data Work
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How did we make the prototype?
Data Preprocessing Model Visualization
≈ 400 metrics for
> 40,000 companies
Public Sources
ESG assessments for ≈
500 companies
Collected data via APIs and web scrapping (partially)
using a Natural Language Processing.
https://wikirate.org
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How did we make the prototype?
Treated missing data.
Identified incorrect data.
Adjusted for outliers.
Data Preprocessing Model Visualization
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How did we make the prototype?
Trained a state of the art neural network:
a multi layers perceptron
Please see
Math Supplement for more
details.
Data Preprocessing Model Visualization
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How did we make the prototype?
Built visualization for the model output
Data Preprocessing Model Visualization
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The Team
Valentina Lapteva
Data Analyst
Google
Dr. Valery Vishnevskiy
Senior Scientific Assistant
ETH Zurich
Kirill Zimin
Senior Business Analyst
SIX
Victor Kochemirovskiy
VP Sales and Trading
Morgan Stanley
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The Team
Valentina Lapteva
Data Preprocessing and
Visualization,
Team Leader
Dr. Valery Vishnevskiy
Mathematical Modeling
and Machine Learning
Kirill Zimin
Data Scraping and Pitch
Preparation,
Team Cook
Victor Kochemirovskiy
Financial Modelling
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Learning ESG score
• We aim at predicting the score value from SME feature
description , where is the number of features
• We can solve it it with a neural network by optimizing for
network parameters over the training dataset :
𝑦
𝐱 ∈ ℝ 𝑛
𝑛
𝒱𝜃(𝐱)
𝜃 (𝐱𝑖, 𝑦𝑖)
min
𝜃 ∑
𝑖=1,…,𝑁
( 𝒱𝜃( 𝐱𝑖) − 𝑦𝑖)
2
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Structure of the network
• For every company, we can evaluate information bottleneck
layer, which is just the vector of activations at the bottleneck
layer
• Then we can measure company similarities as an Euclidean
distance
𝐯
…Inputfeatures𝑛𝐱
Layer1
Bottleneck layer
latent representation v
Layer 𝑀
Prediction ^𝑦
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Prediction and Distribution
• We can evaluate prediction for a company
• And use latent representation of training data to illustrate the
distribution of ESG scores for similar companies
𝑦
Your predicted score
Distribution of
similar companies
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Suggestion for ESG improvement
• What would be the minimal effort to improve your ESG score?
• Formulated as an optimization problem, wrt fixed neural network
max
𝐱
𝒱𝜃(𝐱) − 𝜆 𝐱 − 𝐱0
1
, s . t . 𝑥𝑗 − 𝑥0
𝑗 < 𝜀𝑗
How to change company
parameters to maximize
ESG
With minimal amount of changes to the
current company state 𝐱0
Specify feasibility range of changes
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Sustainability Management Platform
Please enter information about your company Or let us do it for you!
Connect Your Online Banking
Drag & Drop your CRS Report,
invoices and tax returns here
General⌄
Company Name
Financial
⌃
Environmental⌄
Energy (renewable)
Energy (non-renewable)
Water withdrawals
CO2 Emissions
Human Resources
⌃
Governance
⌃
kWh per annum
kWh per annum
m3 per annum
metric tons per annum
Rainwater used
ANALYSE
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Sustainability Management Platform
Please enter information about your company Or let us do it for you!
Connect Your Online Banking
Drag & Drop your CRS Report,
invoices and tax returns here
General⌄
Company Name XYZ Company
Financial
⌃
Environmental⌄
Energy (renewable) 23,230
Energy (non-renewable) 0
Water withdrawals 852600
CO2 Emissions 580
Human Resources
⌃
Governance
⌃
kWh per annum
kWh per annum
m3 per annum
metric tons per annum
Rainwater used
ANALYSE
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Sustainability Management Platform
Your current metrics:
Energy (renewable)
Energy (non-renewable)
Water withdrawals
CO2 Emissions
Rainwater used
8345
767340
23540
12345
852600
580
27540
580
TRUE
FALSE
35. WMBT
Sustainability Management Platform
Your current metrics and proposed improvements:
Energy (renewable)
Energy (non-renewable)
Water withdrawals
CO2 Emissions
Rainwater used
8345
767340
23540
12345
852600
580
27540
580
TRUE
FALSE