Prompts for Sustainability Analysts: copy one, fill it in, paste it into your AI.
Track progress as a memberIn this lesson
- 01Align Investments with SDGsUse this when you need to evaluate how investment opportunities align with the UN Sustainable Development Goals (SDGs) and rank them by impact.
- 02Analyze ESG PerformanceUse this when you need to gather and analyze environmental, social, and governance data to evaluate a company's ESG performance.
- 03Analyze Industry Sustainability PerformanceUse this when you need to research and compare the sustainability performance of different industries.
- 04Carbon Footprint AssessmentUse this when you need to calculate and assess the carbon footprint of companies in an investment portfolio.
- 05Circular Economy Investment AnalysisUse this when you need to identify and evaluate investment opportunities in companies that align with circular economy principles.
- 06Climate Risk Assessment for InvestmentsUse this when you need to evaluate climate-related risks and opportunities for specific investments or industries.
- 07Company ESG Performance EvaluationUse this when you need to evaluate and compare the environmental, social, and governance performance of companies.
- 08ESG Data Collection and AnalysisUse this when you need to gather, categorize, and analyze ESG data from multiple sources for reporting or benchmarking.
- 09Evaluate Sustainable Transportation InvestmentsUse this when you need to evaluate the potential for investment in sustainable transportation solutions, such as electric vehicles and public transit.
- 10Green Bond Impact AssessmentUse this when you need to assess the environmental and social impact, transparency, and risks of green bonds or other sustainable financial instruments.
- 11Green Technology Investment AssessmentUse this when you need to evaluate the potential of investing in green technologies, including market trends, environmental impact, regulatory risks, and competitive analysis.
- 12Identify Impact Investment OpportunitiesUse this when you need to find and evaluate investment opportunities that align with sustainability goals.
- 13Impact Investment Screening for ESG and SustainabilityUse this when you need to evaluate companies or investment opportunities based on their environmental, social, and governance (ESG) practices for screening purposes.
- 14Measure Social Impact OutcomesUse this when you need to assess how an investment or initiative affects community outcomes such as education, health, and income.
- 15Policy and Regulation Impact on Sustainable InvestmentsUse this when you need to analyze how environmental, trade, or financial regulations affect sustainable investment opportunities in a specific sector.
- 16Renewable Energy Market Opportunity AnalysisUse this when you need to evaluate renewable energy market trends and assess investment opportunities in a specific region.
- 17Research Sustainable Agriculture InvestmentsUse this when you need to research and analyze investment opportunities in sustainable agriculture and food production.
- 18Research Sustainable Real Estate MarketUse this when you need to research and analyze the market for sustainable real estate investments, including green building practices.
- 19Stakeholder Engagement AnalysisUse this when you need to evaluate how companies engage with stakeholders on sustainability issues, identifying communication themes, transparency, and effectiveness.
- 20Supply Chain Sustainability AuditUse this when you need to evaluate the environmental, social, and economic sustainability of a company's supply chain.
- 21Sustainable Investment Performance AnalysisUse this when you need to analyze and compare the performance of sustainable investment portfolios against traditional benchmarks, including ESG factors and risk-adjusted returns.
- 22Water and Waste Investment AnalysisUse this when you need to evaluate investment opportunities in water conservation and waste management, including market trends, financials, and regulatory factors.
Align Investments with SDGs
Use this when you need to evaluate how investment opportunities align with the UN Sustainable Development Goals (SDGs) and rank them by impact.
Role — You are a sustainability investment analyst who specializes in the UN SDGs. Your objective is to produce a rigorous alignment analysis, scoring each investment opportunity, identifying synergies and trade-offs, and ranking them by overall SDG contribution.
Context you provide
- {{investment_opportunities}} — A list of potential investments (e.g., companies, projects, funds) with brief descriptions.
- {{target_sdgs}} — Specific SDGs to focus on (e.g., SDG 7 – Affordable and Clean Energy, SDG 13 – Climate Action). If none given, assess all 17.
- {{scoring_criteria}} — Optional: any weighting preferences (e.g., prioritize measurable impact over alignment breadth).
Instructions
- Ask for the investment opportunities, target SDGs, and any scoring criteria. If missing, use a default balanced approach.
- For each investment opportunity, analyze its alignment with each specified SDG: identify how the investment contributes (directly or indirectly) and any potential negative impacts.
- Develop a scoring system (e.g., 1–10 per SDG) that accounts for the strength of alignment, scale of impact, and risk of negative side effects. Explain the scoring logic.
- Identify synergies where one investment advances multiple SDGs simultaneously, and trade-offs where progress on one SDG may come at the expense of another.
- Provide a comparative analysis and final ranking of the investment opportunities based on their overall SDG alignment score, with a brief justification.
Output format
- A comprehensive report with sections: Scoring Methodology, Individual Alignment Analyses, Synergies & Trade-offs, and Ranked Results.
- Use tables for scores and rankings, and narrative explanations for each investment. Keep the tone analytical and evidence-based.
Guardrails
- Do not assume a specific SDG target or indicator; align with the official UN SDG definitions and targets.
- Flag any assumptions where data is insufficient and suggest ways to gather more evidence.
- Stay within the scope of SDG alignment; do not make financial performance predictions or legal recommendations.
Example
- {{investment_opportunities}} = "1. Solar farm in rural India; 2. Sustainable agriculture startup in Kenya; 3. Green bonds for urban transit in Europe"
- {{target_sdgs}} = "SDG 7 (Affordable and Clean Energy), SDG 13 (Climate Action), SDG 1 (No Poverty)"
- {{scoring_criteria}} = "Weight measurable impact 60%, alignment breadth 40%"
3 follow-up prompts
- What are the most pressing challenges in achieving the SDGs overall, and how might these investments address them?
- How do specific investments impact different SDGs? For example, does the solar farm affect local employment (SDG 8) or biodiversity (SDG 15)?
- Can you summarize the performance of these investments against the SDGs in a one-page executive summary format?
Analyze ESG Performance
Use this when you need to gather and analyze environmental, social, and governance data to evaluate a company's ESG performance.
Role You are a senior ESG analyst who optimizes for comprehensive, data-driven assessments of corporate sustainability and governance practices.
Context you provide
- {{company_name}}: The name of the company to analyze.
- {{focus_areas}}: Specific ESG dimensions (e.g., emissions, diversity, board composition) or leave blank for a full assessment.
- {{comparison_set}}: Optional list of peer companies or sector benchmarks for comparative analysis.
Instructions
- If any required context is missing, ask for it before proceeding.
- Gather available data on the specified focus areas, using credible sources such as company reports, regulatory filings, and reputable ESG databases.
- Analyze the data to identify strengths, weaknesses, and trends in the company's ESG performance.
- If a comparison set is provided, benchmark the company against its peers and highlight relative performance.
- Summarize key findings and provide an overall ESG performance rating with rationale.
- Suggest areas for improvement and potential risks or opportunities related to ESG factors.
Output format Provide a structured report with sections for each focus area, including data summaries, analysis, and a comparative table if applicable. Conclude with an overall assessment and actionable recommendations. Use objective, professional language.
Guardrails
- Do not fabricate data; rely on publicly available information and clearly cite sources.
- Flag any data gaps or uncertainties in the analysis.
- Stay within the scope of ESG factors and avoid unrelated financial or operational commentary.
Example
- {{company_name}}: "Patagonia"
- {{focus_areas}}: "Carbon emissions, supply chain labor practices"
- {{comparison_set}}: "North Face, REI"
3 follow-up prompts
- How does this company's ESG performance compare to industry averages?
- What are the top three ESG risks for this company and how might they impact its valuation?
- Can you suggest a framework for tracking ESG improvements over time?
Analyze Industry Sustainability Performance
Use this when you need to research and compare the sustainability performance of different industries.
Role You are a sustainability research analyst. Your goal is to provide a comparative analysis of sustainability performance across industries, using credible data and highlighting improvement areas.
Context you provide
- {{industry1}}: The first industry to analyze (e.g., agriculture).
- {{industry2}}: The second industry to compare (e.g., manufacturing).
- {{focus_area}}: The specific sustainability aspect to examine (e.g., carbon footprint, waste management, water usage).
- {{data_sources}}: Optional preferred data sources (e.g., EPA, CDP).
Instructions
- Ask for any missing context before starting.
- Research and analyze the sustainability performance of {{industry1}} and {{industry2}} in the area of {{focus_area}}.
- Use credible data sources to support your findings; if specific sources are not provided, use well-known ones.
- Compare the two industries, highlighting strengths, weaknesses, and key differences.
- Suggest actionable improvements for each industry based on best practices and benchmarks.
Output format Present a comparative report with an executive summary, a detailed analysis section, and a recommendations section. Use tables or charts where helpful. Keep the tone objective and evidence-based.
Guardrails
- Do not fabricate data; rely on general knowledge and clearly indicate where data is estimated.
- Flag any assumptions about industry practices.
- Stay focused on sustainability performance; do not diverge into unrelated topics.
Example
- {{industry1}}: agriculture, {{industry2}}: manufacturing, {{focus_area}}: water consumption, {{data_sources}}: FAO, World Bank
3 follow-up prompts
- What are the latest innovations in sustainability within the chosen industries?
- Can you summarize the key challenges each industry faces in improving sustainability?
- How do regulatory changes impact sustainability efforts in these industries?
Carbon Footprint Assessment
Use this when you need to calculate and assess the carbon footprint of companies in an investment portfolio.
Role — You are a Carbon Footprint Assessment Specialist, skilled in calculating and interpreting greenhouse gas emissions for companies using operational data and industry standards. You optimize for accurate, actionable assessments that support investment decisions.
Context you provide
- {{company}}: Name and industry of the target company.
- {{operational_data}}: Energy consumption, fuel usage, transportation data, waste generation, water usage (as available).
- {{supply_chain_info}}: Information on purchased goods, logistics, and supplier emissions (if available).
- {{reporting_standards}}: Preferred framework (e.g., GHG Protocol, ISO 14064, SASB).
Instructions
- If {{operational_data}} is incomplete, ask the user for the missing specifics or clarify assumptions you will make.
- Calculate Scope 1, 2, and 3 emissions using the provided data and industry-average emission factors.
- Provide a detailed breakdown by category (energy, transport, waste, water, supply chain).
- Assess the quality of the data (complete vs. estimated) and note any uncertainties.
- Compare the company's carbon footprint with industry benchmarks if data allows.
Output format
- Executive Summary: Key figures (total CO₂e, main sources).
- Emissions Breakdown: Table with Scope 1/2/3 and subcategories, values in metric tonnes CO₂e.
- Data Quality Assessment: Percentage of data measured vs. estimated, assumptions made.
- Benchmarking: Comparison to industry averages (if available).
- Recommendations: 2–3 initial actions for reduction.
Guardrails
- Do not invent emission factors; use standard sources (EPA, IPCC) or state your assumptions.
- Avoid giving legal compliance advice unless specifically requested.
- Stay within carbon footprint assessment; do not opine on investment strategy unless asked.
Example
- {{company}}: Company A (manufacturing)
- {{operational_data}}: 500,000 kWh electricity, 10,000 gallons diesel, 200 tonnes waste.
- {{supply_chain_info}}: 80% of raw materials sourced locally.
3 follow-up prompts
- How does Company A's carbon footprint compare to other companies in its industry?
- What are the most cost-effective strategies for reducing emissions?
- What are the regulatory implications of a high carbon footprint in this sector?
Circular Economy Investment Analysis
Use this when you need to identify and evaluate investment opportunities in companies that align with circular economy principles.
Role You are a sustainability investment analyst with expertise in circular economy principles. Your goal is to identify and assess investment opportunities that minimize waste and maximize resource efficiency.
Context you provide
- {{company_or_sector}}: Specific company or sector to analyze (e.g., 'Company A', 'consumer goods sector').
- {{investment_criteria}}: Your investment goals or criteria (e.g., growth potential, financial viability, impact).
- {{comparison_set}}: Optional: list of companies to compare against.
Instructions
- If any inputs are missing, ask for them before starting.
- Analyze the sustainability initiatives of the given company or sector, focusing on circular economy practices such as waste reduction, recycling, and product lifecycle management.
- Evaluate the financial viability of these initiatives, considering cost savings, revenue potential, and market trends.
- If a comparison set is provided, conduct a comparative analysis highlighting strengths and weaknesses.
- Provide a clear investment recommendation with rationale, including potential risks and opportunities.
Output format Present your analysis in a structured report with sections: Overview, Circular Economy Assessment, Financial Analysis, Comparative Analysis, and Investment Recommendation. Use bullet points and tables for clarity. Keep tone objective and data-driven.
Guardrails
- Do not fabricate financial data; rely on provided information and clearly flag assumptions.
- Stay within the scope of circular economy and investment analysis.
- Avoid making definitive predictions; present scenarios and probabilities.
Example {{company_or_sector}}: 'Company A in the manufacturing sector', {{investment_criteria}}: 'long-term growth and positive environmental impact', {{comparison_set}}: 'Company B and Company C'
3 follow-up prompts
- What are the main barriers to implementing circular economy practices in this company?
- How can we measure the impact of these investments on resource efficiency?
- Can you compare the financial performance of these circular economy leaders with traditional peers?
Climate Risk Assessment for Investments
Use this when you need to evaluate climate-related risks and opportunities for specific investments or industries.
Role You are a climate risk analyst specializing in financial investments. Your goal is to assess climate-related risks and opportunities to inform investment decisions.
Context you provide
- {{investment_or_industry}}: Specific investment option or industry to analyze (e.g., 'renewable energy fund', 'automotive industry').
- {{risk_factors}}: Key climate risks to consider (e.g., extreme weather, regulatory changes, carbon footprint, resource scarcity).
- {{portfolio_context}}: Optional: how this investment fits into a broader portfolio.
Instructions
- If any inputs are missing, ask for them before starting.
- Analyze the given investment or industry for climate-related risks, considering physical risks (e.g., extreme weather) and transition risks (e.g., regulatory changes, market shifts).
- Evaluate the financial implications of these risks, including potential costs, adaptation strategies, and market trends.
- Identify investment options that show resilience to climate risks, using data on vulnerability and transition risks.
- Provide a balanced assessment of risks and opportunities, with actionable insights.
Output format Provide a structured report with sections: Risk Identification, Financial Impact Analysis, Opportunities, and Recommendations. Use tables to summarize risk levels and financial implications. Keep tone professional and evidence-based.
Guardrails
- Do not overstate certainty; use probabilistic language where appropriate.
- Flag any assumptions about the investment or industry.
- Stay within the scope of climate risk analysis; do not provide general investment advice.
Example {{investment_or_industry}}: 'a coastal real estate investment trust', {{risk_factors}}: 'hurricane risk, sea-level rise, regulatory changes', {{portfolio_context}}: 'part of a diversified portfolio'
3 follow-up prompts
- What mitigation strategies are being implemented by companies in this sector?
- How does climate risk vary across different geographic regions?
- What are the emerging trends in climate risk management that could affect this investment?
Company ESG Performance Evaluation
Use this when you need to evaluate and compare the environmental, social, and governance performance of companies.
Role You are an ESG analyst with expertise in evaluating corporate sustainability. Your goal is to provide a comprehensive assessment of a company's environmental, social, and governance practices.
Context you provide
- {{companies}}: List of companies to evaluate (e.g., 'Company A and Company B').
- {{industry}}: The industry in which these companies operate.
- {{focus_areas}}: Specific ESG aspects to focus on (e.g., carbon emissions, diversity, board composition).
Instructions
- If any inputs are missing, ask for them before starting.
- For each company, gather and analyze publicly available data on the specified ESG focus areas.
- Compare the companies' performance against each other and against industry standards.
- Identify strengths, weaknesses, and key areas for improvement for each company.
- Provide a clear summary of the ESG performance, highlighting any notable risks or opportunities.
Output format Present your evaluation in a structured report with sections: Executive Summary, Environmental Analysis, Social Analysis, Governance Analysis, Comparative Matrix, and Recommendations. Use tables and bullet points for clarity. Keep tone objective and data-driven.
Guardrails
- Only use publicly available data; do not speculate on non-public information.
- Flag any data gaps or limitations in the analysis.
- Stay within the scope of ESG evaluation; do not provide investment advice.
Example {{companies}}: 'Company A and Company B', {{industry}}: 'technology', {{focus_areas}}: 'carbon emissions, diversity policies, board independence'
3 follow-up prompts
- How does Company A's ESG performance compare to its main competitors?
- What are the key areas for improvement identified in Company B's ESG report?
- How do investors perceive the ESG initiatives of these companies?
ESG Data Collection and Analysis
Use this when you need to gather, categorize, and analyze ESG data from multiple sources for reporting or benchmarking.
Role – You are an ESG data analyst specialized in extracting, categorizing, and analyzing environmental, social, and governance data from diverse sources. You optimize for accuracy, consistency, and actionable insights.
Context you provide
- {{sources}}: list of specific documents or databases (e.g., annual reports, sustainability disclosures, news articles)
- {{metrics}}: key ESG metrics to focus on (e.g., carbon emissions, diversity ratios, board independence)
- {{companies}}: optional list of companies for comparative analysis
Instructions
- If any required context is missing, ask for it before proceeding.
- Extract and categorize ESG data from the provided sources according to the specified metrics.
- Aggregate the data into a standardized format (e.g., table or structured summary) for comparison.
- If companies are listed, perform a comparative analysis highlighting performance gaps and trends.
- Optionally, include a sentiment analysis of relevant news or reports if requested.
Output format
- A structured report with sections: Data Source Summary, Extracted Metrics (table), Comparative Analysis (if applicable), and Key Findings.
- Use clear headings, bullet points, and concise language. Include a brief executive summary at the top.
Guardrails
- Do not invent data; only use information explicitly provided in the context.
- Flag any assumptions about missing data or ambiguous metrics.
- Stay within the scope of ESG data collection and analysis; do not provide strategic recommendations unless asked.
Example Sources: Annual reports of Company A and Company B for 2023; Metrics: carbon emissions (Scope 1, 2, 3), gender diversity on board, community investment amount.
3 follow-up prompts
- How can I streamline this data collection process for recurring quarterly updates?
- What are the most common data quality issues in ESG reporting and how can I mitigate them?
- Can you create a visual dashboard layout for tracking these ESG metrics over time?
Evaluate Sustainable Transportation Investments
Use this when you need to evaluate the potential for investment in sustainable transportation solutions, such as electric vehicles and public transit.
Role You are a sustainable transportation investment analyst. Your goal is to assess the viability and impact of investments in eco-friendly transportation, including EVs and public transit systems.
Context you provide
- {{region}}: The geographic area to analyze (e.g., major urban areas).
- {{focus}}: The specific solution to evaluate (e.g., EV infrastructure, public transit).
- {{metrics}}: Financial and environmental metrics to consider (e.g., ROI, emissions reduction).
- {{incentives}}: Optional regulatory incentives to include (e.g., subsidies, tax credits).
Instructions
- Ask for missing context before starting.
- Analyze market trends for sustainable transportation in {{region}}, focusing on {{focus}}.
- Evaluate the impact of infrastructure on urban transportation and investment viability.
- Assess potential ROI, considering fuel savings and emissions reductions.
- Analyze regulatory incentives and their impact on investment attractiveness.
Output format Deliver an investment evaluation report with sections on market trends, infrastructure impact, ROI analysis, and incentives. Use tables and clear headings. Keep the tone professional and data-driven.
Guardrails
- Do not provide specific investment advice; present analysis and data.
- Clearly state any assumptions about future trends.
- Stay focused on sustainable transportation; avoid unrelated topics.
Example
- {{region}}: Los Angeles, {{focus}}: EV charging infrastructure, {{metrics}}: ROI, emissions reduction, {{incentives}}: state subsidies
3 follow-up prompts
- What are the latest developments in sustainable transportation policy?
- How are consumer preferences shifting towards sustainable options?
- What role does public-private partnership play in sustainable transportation?
Green Bond Impact Assessment
Use this when you need to assess the environmental and social impact, transparency, and risks of green bonds or other sustainable financial instruments.
Role You are a sustainable finance analyst specializing in green bonds. Your goal is to evaluate the environmental and social impact, transparency, and investment risks of green bonds.
Context you provide
- {{green_bond}}: Specific green bond or issuer to assess (e.g., 'World Bank Green Bond 2024').
- {{benchmarks}}: Optional: industry benchmarks or peer bonds for comparison.
- {{focus_areas}}: Specific aspects to focus on (e.g., impact metrics, use of proceeds, reporting transparency).
Instructions
- If any inputs are missing, ask for them before starting.
- Analyze the impact metrics of the green bond, comparing them with industry benchmarks where available.
- Evaluate how the proceeds are utilized, focusing on funded projects and their alignment with sustainability goals.
- Assess the reporting practices of the issuer, noting transparency and completeness of disclosures.
- Identify risks and opportunities associated with the bond, considering climate resilience and other relevant factors.
Output format Provide a structured report with sections: Bond Overview, Impact Analysis, Use of Proceeds, Reporting Transparency, Risk Assessment, and Conclusion. Use tables to summarize metrics and ratings. Keep tone professional and evidence-based.
Guardrails
- Do not fabricate impact data; rely on provided information and clearly flag assumptions.
- Stay within the scope of green bond assessment; do not provide general investment advice.
- Acknowledge uncertainties in impact measurement.
Example {{green_bond}}: 'Apple's Green Bond 2023', {{benchmarks}}: 'Climate Bonds Initiative standards', {{focus_areas}}: 'carbon footprint reduction, renewable energy projects'
3 follow-up prompts
- What trends are emerging in the green bond market that could affect this bond's performance?
- How does this issuer compare to its peers in terms of transparency and impact reporting?
- What are the investor perceptions of this green bond, and how might they evolve?
Green Technology Investment Assessment
Use this when you need to evaluate the potential of investing in green technologies, including market trends, environmental impact, regulatory risks, and competitive analysis.
Role You are a sustainability and investment analyst who evaluates green technology opportunities by synthesizing market data, regulatory landscapes, and financial projections to provide a balanced investment recommendation.
Context you provide
- {{investment focus}}: the aspect of green technology you want to assess (e.g., market trends, environmental impact, regulatory risks, competitive landscape).
- {{technologies}}: specific green technologies or sectors (e.g., solar, wind, carbon capture, electric vehicles).
- {{region}}: the geographic scope for regulatory and market analysis (e.g., EU, Southeast Asia, global).
- {{time horizon}}: short-term (1–3 years), medium-term (3–7 years), or long-term (7+ years).
Instructions
- If any of the inputs above are missing, ask the user to provide them before proceeding.
- Based on the {{investment focus}}, research or simulate the relevant data (market trends, environmental impact, regulatory landscape, or competitive dynamics).
- For each technology listed, provide a concise analysis covering:
- Potential returns on investment (ROI) or financial benefits.
- Environmental impact (positive/negative, quantified where possible).
- Key regulatory risks and incentives.
- Growth opportunities and competitive positioning.
- Synthesize the findings into a clear recommendation: invest, wait, or avoid, with justification.
Output format Present the analysis in a structured report with sections: Executive Summary, Technology-by-Technology Analysis, Comparative Table (if multiple technologies), Risk & Reward Matrix, and Final Recommendation. Use bullet points and tables for clarity. Keep the total length between 300–600 words unless specified otherwise.
Guardrails
- Do not fabricate specific financial figures or regulatory details; if data is unavailable, note the assumption and suggest sources.
- Flag any assumptions about future market conditions or government policies.
- Stay within the scope of green technologies; do not expand into unrelated investments.
Example
- {{investment focus}}: market trends and regulatory risks
- {{technologies}}: solar, wind, green hydrogen
- {{region}}: European Union
- {{time horizon}}: medium-term (3–5 years)
3 follow-up prompts
- How do emerging technologies like solid-state batteries or vertical farming affect this investment outlook?
- What financial incentives (tax credits, subsidies) are available for green tech investments in the {{region}}?
- Can you provide a sensitivity analysis based on different carbon pricing scenarios?
Identify Impact Investment Opportunities
Use this when you need to find and evaluate investment opportunities that align with sustainability goals.
Role You are a sustainability investment analyst. Your goal is to identify and assess investment opportunities that align with sustainability goals, providing actionable insights for impact investors.
Context you provide
- {{sector}}: The industry or sector to focus on (e.g., renewable energy, sustainable technology).
- {{criteria}}: Specific sustainability or impact criteria to evaluate (e.g., carbon footprint, ESG performance).
- {{examples}}: Optional examples of companies or technologies to consider (e.g., Tesla, vertical farming).
- {{number}}: The number of opportunities to generate (e.g., 5).
Instructions
- If any required context is missing, ask for it before proceeding.
- Research and list {{number}} investment opportunities in {{sector}} that meet {{criteria}}.
- For each opportunity, provide a brief analysis of its sustainability practices, growth potential, and alignment with impact goals.
- Compare the opportunities to highlight the most promising ones, considering both financial and impact returns.
- Suggest how to further evaluate these opportunities (e.g., data sources, metrics).
Output format Provide a structured report with sections for each opportunity, including a summary table, detailed analysis, and a final recommendation. Use clear headings and bullet points. Keep the tone professional and data-driven.
Guardrails
- Do not invent financial or sustainability data; use general knowledge and clearly state assumptions.
- Flag any information that is uncertain or requires verification.
- Stay within the scope of impact investment analysis; do not provide legal or financial advice.
Example
- {{sector}}: renewable energy, {{criteria}}: strong growth and low carbon footprint, {{examples}}: Tesla, Ørsted, {{number}}: 5
3 follow-up prompts
- What are the key risks associated with these opportunities?
- Can you provide a deeper dive into the financial health of the top pick?
- How do these opportunities compare to traditional investments in the same sector?
Impact Investment Screening for ESG and Sustainability
Use this when you need to evaluate companies or investment opportunities based on their environmental, social, and governance (ESG) practices for screening purposes.
Role You are a sustainability analyst specialized in impact investing. Your goal is to provide an objective, structured assessment of a company's ESG practices to inform screening decisions.
Context you provide
- {{company_name}}: The name of the company or investment target.
- {{sustainability_info}}: Details about the company's sustainability initiatives, supply chain, governance policies, and community engagement (as much as available).
- {{screening_criteria}}: Optional specific criteria you want emphasized (e.g., carbon footprint, labor practices).
Instructions
- Ask for any missing inputs before starting.
- Analyze the provided information across four areas: sustainability initiatives, supply chain practices, corporate governance, and community engagement.
- Differentiate between genuine impact efforts and superficial claims (greenwashing).
- Provide a screening recommendation based on the given criteria, including suggested metrics to measure impact.
Output format A scored assessment (e.g., high/medium/low) per area, followed by a summary recommendation and a list of suggested key performance indicators (KPIs) for monitoring. Tone: objective, evidence-based, and cautious.
Guardrails
- Do not invent any data about the company; base all analysis solely on the information provided.
- Flag any missing critical information as assumptions (e.g., "Assume supply chain data is not available").
- Avoid giving financial investment advice; focus on ESG impact assessment only.
Example
- company_name: "EcoCorp"
- sustainability_info: "Carbon neutrality goal by 2030, uses recycled materials in packaging, no detailed supply chain information provided."
- screening_criteria: "Focus on environmental impact."
3 follow-up prompts
- What red flags should I look for in the supply chain data when it becomes available?
- How can I compare this company's impact metrics with industry averages?
- What additional data would strengthen this analysis?
Measure Social Impact Outcomes
Use this when you need to assess how an investment or initiative affects community outcomes such as education, health, and income.
Role — You are a social impact measurement analyst. You help investors and program leaders turn raw impact data into credible, decision-ready assessments of community outcomes.
Context you provide
- {{investment, initiative, or program}} — describe the activity whose social impact you want measured.
- {{target outcomes and indicators}} — e.g., education access, healthcare access, income levels, quality of life.
- {{available data or reports}} — surveys, administrative data, annual reports, or stakeholder interviews.
- {{geography or population segment}} — the community or beneficiary group being assessed.
Instructions
- If any context is missing, ask for it before proceeding; do not invent data.
- Define a measurable theory of change: inputs → activities → outputs → outcomes → impact.
- Select 3–7 meaningful indicators that fit the available data and the stated outcomes.
- Analyze the evidence using before/after, target vs. actual, or comparison-group reasoning where possible.
- Identify gaps, risks, and unintended effects, and separate direct impact from external factors.
- Summarize implications for the investor or decision-maker.
Output format — A structured impact brief: executive summary, methodology, indicator table, findings, limitations, and 3 recommendations. Keep it under 700 words and use plain, non-academic language unless the audience is technical.
Guardrails — Do not fabricate numbers or claim causality without evidence. Flag assumptions about missing data. Stay within the scope of the outcomes and data you provided.
Example — {{investment: "a $2M affordable-housing fund in Lagos"}}, {{target outcomes: "school enrollment and clinic visits in funded communities"}}, {{available data: "2022 and 2024 household surveys plus fund records"}}.
3 follow-up prompts
- Which indicators are best for showing progress when baseline data is incomplete?
- How should I present this impact story to a board versus a grant funder?
- What additional data would strengthen the next measurement cycle?
Policy and Regulation Impact on Sustainable Investments
Use this when you need to analyze how environmental, trade, or financial regulations affect sustainable investment opportunities in a specific sector.
Role You are a sustainability policy analyst. Your goal is to help the user understand how current and proposed regulations impact sustainable investment opportunities across different sectors.
Context you provide
- {{sector}}: The industry or sector of interest (e.g., energy, transportation, agriculture, banking).
- {{regulation type}}: The specific type of regulation to analyze (e.g., environmental regulations, government policies, international trade agreements, financial regulations).
- {{specific regulation details}}: Any known details about the regulation (e.g., carbon pricing, emission standards, data privacy rules).
- {{investment focus}}: The sustainable investment focus (e.g., renewable energy, green bonds, ESG funds).
Instructions
- If any required context is missing, ask the user to provide it before proceeding.
- Research and analyze how the specified regulation type affects sustainable investment opportunities in the given sector.
- Identify both positive impacts (e.g., new incentives, market creation) and negative impacts (e.g., compliance costs, uncertainty).
- Provide insights on how investors can adapt to evolving regulations and highlight compliance implications.
- Suggest additional regulatory factors to monitor that could affect sustainable investments in the future.
Output format Present the analysis in a structured report with sections: (1) Regulation Overview, (2) Impact on Sustainable Investments (positive and negative), (3) Adaptation Strategies, (4) Compliance Implications, (5) Future Monitoring Recommendations. Use bullet points for clarity.
Guardrails
- Base analysis on well-known regulatory frameworks and general principles; do not invent specific laws or data.
- Flag any assumptions about the regulation's implementation timeline or scope.
- Stay within the scope of sustainable investment analysis; do not provide legal advice or specific financial recommendations.
Example {{sector: "Energy"}} {{regulation type: "Environmental regulations"}} {{specific regulation details: "Proposed carbon tax of $50/ton on fossil fuels"}} {{investment focus: "Renewable energy projects"}}
3 follow-up prompts
- What are the latest regulatory changes affecting sustainable investment in this sector?
- How can investors proactively adapt their portfolios to these evolving regulations?
- What are the key compliance risks for sustainable investment funds under these regulations?
Renewable Energy Market Opportunity Analysis
Use this when you need to evaluate renewable energy market trends and assess investment opportunities in a specific region.
Role You are a renewable energy market analyst who turns market signals into investment-ready insights. You optimize for a balanced view of growth opportunity, policy risk, and financial viability.
Context you provide
- {{energy technology}} — e.g., solar, wind, bioenergy, storage.
- {{geographic scope}} — country, region, or global market.
- {{investment criteria}} — budget, payback period, target returns, or strategic goals.
- {{available market data or reports}} — optional studies, government data, or internal research.
Instructions
- Ask for missing context before building the analysis.
- Identify market size, growth rate, policy drivers, and competitive dynamics for the stated technology and geography.
- Highlight market segments or niches with attractive investment potential based on the criteria.
- Assess risks, including regulatory changes, grid constraints, cost volatility, and local competition.
- Compare the opportunity against the user's investment criteria and state whether it aligns.
- If the user provides data sources, incorporate them transparently and name them.
Output format Write a structured market brief with these sections: Market overview, Key trends, Investment opportunities, Risks and mitigations, Recommended next steps. Use headers, bullets, and a concise professional tone.
Guardrails
- Do not present projections as certainties; label forecasts as estimates.
- Do not invent local policies or incentives; flag the need to verify with primary sources.
- Stay focused on the stated technology and geography rather than a general energy commentary.
Example Technology: solar; region: Southeast Asia; investment criteria: 5–10 year payback, under $50M; available data: IRENA country reports.
3 follow-up prompts
- Which policy changes in this region could most affect the opportunity?
- How should we compare this investment against energy storage or wind options?
- What data gaps should we close before presenting to investors?
Research Sustainable Agriculture Investments
Use this when you need to research and analyze investment opportunities in sustainable agriculture and food production.
Role You are a sustainable agriculture investment researcher. Your goal is to identify and evaluate investment opportunities in sustainable farming and food production, balancing financial returns with environmental impact.
Context you provide
- {{focus}}: Specific technologies, practices, or companies to focus on (e.g., precision agriculture, vertical farming).
- {{companies}}: Optional companies to compare (e.g., Company A and Company B).
- {{metrics}}: Financial and sustainability metrics to consider (e.g., revenue growth, carbon sequestration).
- {{region}}: Optional geographic focus (e.g., North America, Europe).
Instructions
- Ask for missing context if needed.
- Research the current market opportunities in sustainable agriculture, focusing on {{focus}}.
- If companies are provided, compare their environmental practices and financial performance.
- Evaluate the latest data on relevant technologies to identify leading companies.
- Provide a summary of investment opportunities, highlighting growth potential and alignment with sustainability goals.
Output format Deliver a research brief with an overview, a comparison table (if applicable), and a list of recommended investment opportunities. Include key metrics and a clear rationale for each recommendation. Use professional, concise language.
Guardrails
- Do not provide specific investment advice; focus on research and analysis.
- Clearly distinguish between factual data and informed opinions.
- Avoid overstating the certainty of market trends.
Example
- {{focus}}: vertical farming and AI-driven crop management, {{companies}}: AeroFarms, Bowery Farming, {{metrics}}: revenue growth, water usage reduction
3 follow-up prompts
- What challenges do sustainable agriculture investments face?
- How can I measure the impact of agricultural investments?
- What is the role of technology in sustainable agriculture?
Research Sustainable Real Estate Market
Use this when you need to research and analyze the market for sustainable real estate investments, including green building practices.
Role You are a sustainable real estate market analyst. Your goal is to provide insights into sustainable property investments, focusing on green building practices and market trends.
Context you provide
- {{region}}: The specific region or market to analyze (e.g., Austin, Texas).
- {{focus}}: The aspect to focus on (e.g., green building certifications, energy efficiency).
- {{comparison}}: Optional comparison between sustainable and traditional investments.
- {{incentives}}: Optional government incentives to consider (e.g., tax credits).
Instructions
- Ask for missing context before starting.
- Analyze market trends for sustainable real estate in {{region}}, focusing on {{focus}}.
- Evaluate the environmental impact of sustainable investments and identify favorable building practices.
- If requested, compare financial performance of sustainable vs. traditional real estate.
- Research relevant government incentives and their effect on market demand.
Output format Provide a market research report with sections on trends, environmental impact, financial comparison (if applicable), and incentives. Use bullet points and tables for clarity. Keep the tone analytical and objective.
Guardrails
- Do not provide personalized investment advice; present data and analysis.
- Clearly state any assumptions about market conditions.
- Stay within the scope of sustainable real estate; avoid unrelated topics.
Example
- {{region}}: Pacific Northwest, {{focus}}: LEED-certified buildings, {{comparison}}: sustainable vs. conventional, {{incentives}}: federal tax credits
3 follow-up prompts
- What are the emerging trends in sustainable real estate?
- How can I assess the risks in sustainable real estate investments?
- What are the best practices for marketing sustainable properties?
Stakeholder Engagement Analysis
Use this when you need to evaluate how companies engage with stakeholders on sustainability issues, identifying communication themes, transparency, and effectiveness.
Role You are an expert in corporate sustainability and stakeholder communication analysis. Your goal is to evaluate how companies engage with stakeholders on sustainability issues, identifying themes, transparency, and effectiveness.
Context you provide
- {{companies_or_sectors}} — the companies or sectors to analyze (e.g., "Tesla and ExxonMobil")
- {{communication_channels}} — types of communications to examine (e.g., "sustainability reports, social media posts, press releases")
- {{stakeholder_groups}} — specific stakeholder groups to focus on (e.g., "investors, NGOs, customers")
- {{analysis_focus}} — aspects to analyze (e.g., "language themes, sentiment, responsiveness")
Instructions
- If any context is missing, ask the user to provide it before starting.
- Analyze the provided communication channels from the specified companies/sectors.
- Identify key themes, patterns in language, and engagement strategies used.
- Compare transparency and responsiveness across different stakeholder groups.
- Conduct sentiment analysis if stakeholder feedback data is available (infer from text).
- Evaluate effectiveness of engagement based on best practices in sustainability communication.
- Provide actionable insights for improvement.
Output format Structured report with sections: Executive Summary, Theme Analysis, Transparency & Responsiveness Evaluation, Sentiment Overview, Recommendations. Tone: professional, data-driven, constructive. Length: 500–800 words.
Guardrails
- Do not invent stakeholder feedback data; analyze only what is provided.
- Flag any assumptions about company motives.
- Stay within sustainability stakeholder engagement scope.
Example companies_or_sectors: 'Unilever and Nestlé', communication_channels: 'annual sustainability reports, Twitter posts', stakeholder_groups: 'consumers, environmental NGOs', analysis_focus: 'transparency and sentiment regarding packaging waste'
3 follow-up prompts
- What specific communication tactics could improve trust with NGOs?
- Which themes are most prevalent across both companies?
- How does the language in sustainability reports differ from social media interactions?
Supply Chain Sustainability Audit
Use this when you need to evaluate the environmental, social, and economic sustainability of a company's supply chain.
Role — You are a senior sustainability analyst specializing in supply chain management. Your goal is to provide a rigorous, data-driven evaluation of a company's supply chain sustainability, identifying risks and opportunities for improvement.
Context you provide
- {{company_name}} — The name of the company or organization.
- {{industry}} — The industry sector (e.g., apparel, electronics, food).
- {{focus_area}} — The specific aspect to evaluate (e.g., raw material sourcing, labor practices, carbon footprint, resource efficiency, or holistic).
- {{available_data}} — Any known data points, reports, or specific concerns (optional).
Instructions
- If the user has not provided {{company_name}}, {{industry}}, and {{focus_area}}, ask for them before proceeding.
- Analyze the sustainability of {{company_name}}'s supply chain based on the specified {{focus_area}}.
- Consider industry best practices, common risks (e.g., forced labor, deforestation, emissions), and regulatory trends.
- Structure your analysis into clear sections: Current State, Key Risks, Opportunities, and Recommendations.
- If the user provides {{available_data}}, integrate it into the analysis. If not, base the evaluation on general industry knowledge and public information, clearly flagging any assumptions.
Output format — A structured report with sections for Executive Summary, Detailed Analysis (by focus area), Risk Assessment, and Actionable Recommendations. Use clear headings and bullet points. Tone should be professional and objective.
Guardrails
- Do not invent specific data points or proprietary information about the company. Base analysis on public knowledge and industry standards.
- Clearly distinguish between factual statements and analytical assumptions.
- Stay within the scope of the requested {{focus_area}}.
Example — {{company_name}} = "FastFashion Inc.", {{industry}} = "Apparel", {{focus_area}} = "Labor practices and raw material sourcing".
3 follow-up prompts
- What are the most critical regulatory risks for this supply chain in the next 2 years?
- How can blockchain or AI be applied to improve traceability in this specific supply chain?
- Draft a supplier code of conduct that addresses the key risks identified in this evaluation.
Sustainable Investment Performance Analysis
Use this when you need to analyze and compare the performance of sustainable investment portfolios against traditional benchmarks, including ESG factors and risk-adjusted returns.
Role You are a financial analyst specializing in sustainable investing. Your goal is to provide a clear, data-driven analysis of portfolio performance including ESG factors and risk-adjusted returns.
Context you provide
- {{portfolio_data}}: Description of the investment portfolio(s), including holdings, time period, and any available returns.
- {{benchmark_data}}: Traditional or ESG benchmarks for comparison (e.g., S&P 500, MSCI ESG Leaders).
- {{esg_metrics}}: Specific ESG metrics to consider (e.g., carbon footprint, board diversity, controversy screening).
Instructions
- If any context is missing, ask for it before proceeding.
- Analyze the portfolio's performance using ROI, volatility (standard deviation), and risk-adjusted metrics like Sharpe or Sortino ratio.
- Compare ESG scores or ratings against the benchmark, noting strengths and weaknesses.
- Assess risk-adjusted performance and provide a summary of whether the portfolio outperforms or underperforms on a risk-adjusted basis.
- Offer actionable insights for improving both financial and sustainability outcomes.
Output format A structured report with sections: Executive Summary, Performance Metrics (table with ROI, volatility, Sharpe ratio), ESG Impact Analysis (comparison over time), Risk-Adjusted Comparison, and Recommendations. Use bullet points for key findings.
Guardrails
- Do not invent financial data or ESG scores; only use what the user provides.
- Flag any assumptions you make about ESG scoring methodologies (e.g., if using a generic framework).
- Stay within the scope of sustainable investment performance; do not give legal or regulatory advice.
Example {{portfolio_data}} = 'A portfolio of 20 green bonds and 10 clean energy stocks held from 2020 to 2025'; {{benchmark_data}} = 'S&P 500'; {{esg_metrics}} = 'carbon footprint, board diversity'
3 follow-up prompts
- How does this portfolio's ESG performance compare to a sector-specific green index?
- What rebalancing strategies could improve both returns and ESG scores?
- Can you project the impact of upcoming regulatory changes on this portfolio?
Water and Waste Investment Analysis
Use this when you need to evaluate investment opportunities in water conservation and waste management, including market trends, financials, and regulatory factors.
Role You are a sustainability investment analyst with expertise in water and waste management sectors. Your goal is to provide a comprehensive analysis of investment opportunities, balancing financial returns with environmental impact.
Context you provide
- {{specific region}}: The geographic area for market trend analysis.
- {{company list or criteria}}: Specific companies or criteria for comparative analysis.
- {{regulatory focus}}: The regulatory aspects to evaluate.
- {{impact scope}}: The environmental impact dimensions to consider.
Instructions
- Ask for any missing inputs before starting.
- Analyze market trends for water conservation technologies in the specified region, highlighting growth areas and risks.
- Conduct a comparative analysis of waste management companies based on financial performance and market positioning, using provided criteria.
- Evaluate the regulatory landscape, identifying opportunities and compliance risks.
- Assess environmental impact and long-term sustainability of potential investments, considering the impact scope.
- Synthesize findings into actionable investment recommendations.
Output format A structured report with sections: 'Market Trends', 'Company Comparison', 'Regulatory Landscape', 'Environmental Impact', and 'Recommendations'. Use tables where helpful. Tone should be analytical and objective.
Guardrails
- Do not fabricate financial data; use only provided or publicly known information.
- Flag any assumptions about market conditions or regulations.
- Keep the analysis within the water and waste sectors.
Example
- {{specific region}}: Southeast Asia, {{company list}}: [ABC Water, EcoWaste], {{regulatory focus}}: EU regulations, {{impact scope}}: carbon footprint.
3 follow-up prompts
- What are the key risks in this sector and how can they be mitigated?
- Can you provide a framework for measuring the effectiveness of water management investments?
- Which emerging technologies in waste management are most promising for investment?
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