Assessment Portal Guide

If you don’t have a GRESB account already, you can sign up to create one at https://portal.gresb.com/user/sign_up.

You can select which Assessments you are interested in.

Once you’ve created a user account, you can log in to the GRESB Portal.

Anyone with a user account can set up a reporting entity in the GRESB Portal. A reporting entity is any entity – portfolio, fund or infrastructure asset – that will complete a GRESB Assessment.

The first step in creating a new entity is to log into the GRESB Portal and navigate to the Assessment Portal, as shown in the screenshot below.

Once logged in, you can create a new infrastructure entity by clicking on the button “Create new reporting entity” as indicated below.

You will then be asked to complete some information about the fund or asset.

If you need to make any changes to the entity characteristics, you can do so by going to the assessment overview page for the entity and clicking on “Manage entity” in the menu on the right.

Click on the name of the entity to view its assessment summary page.

Once you’ve created the entity, you can start an assessment by clicking on the one that you’d like to start.

You will first be asked to provide your intent to submit an assessment to GRESB.

• Select ‘Yes’ if you fully intend to submit. Otherwise, select ‘Maybe’ or ‘No.’​

• If you select 'Yes' for an infrastructure asset, you must then indicate whether you intend to submit the Asset or Development Asset Assessment.

It is possible to edit the information later.

Note that this text box with clarification is shared with GRESB Investor Members.

Disclose Score to Peers

When a participant completes the Assessment, they will be prompted to indicate whether they intend to disclose scores to peers. By selecting “Yes,” participants agree to disclose their entity’s name and Component Scores to peer group participants who have also opted in to sharing this information. Any peers who have not opted in will not be able to see this data.

Peer group scores can be found in the GRESB Model when viewing the Benchmark Report in the GRESB Portal.

It is important to note that the decision to disclose to peers cannot be changed after the entity has submitted its assessment.

You can add as many users as you need in the GRESB Portal.

When you log into the GRESB Portal, you’ll see the Assessment Portal overview, as in the example screenshot below.

Next, click on the entity for which you want to change the users. You will see the view below. Click on “User Access Rights” in the menu on the right side to view the users with access to the entity. The screenshot below outlines this in red.

You will then see the users of the entity.

If you’re an Account Manager for the entity, you can change the access levels for other users, add users, and remove users.

Adding Users

Within the list of users is an ‘Invite’ button. Click on this to start adding a new user.

You can enter the email address of the person you want to add and set their access level.

If the user has not yet set up an account on the GRESB Portal, they must do so first. Once they’ve activated their account, they can access your entity.

Removing Users

A user can be removed from a particular entity by clicking ‘Revoke access,’ highlighted in the screenshot below.

Changing Access Levels

The user's access level can be selected from the dropdown menu, as shown in the screenshot below. For more information on each access level, please refer to the ‘Access rights’ training.

Participants can prefill certain indicators in the current year's assessment response if the reporting entity submitted the Infrastructure Fund/Asset/Development Asset Assessment the previous year.

Why aren't all indicators pre-filled?

• Indicators that have been subject to changes by GRESB will not be pre-filled.

• Time-sensitive indicators (e.g., those that inquire about annual changes) may not be pre-filled.

GRESB encourages participants to review pre-filled responses and evidence before submitting an assessment.

The pre-filled evidence must have been true for the reporting year as selected in indicator EC4.

In 2026, most infrastructure indicators are eligible for pre-filling. The table below lists indicators that are ineligible.

The Template Tool provides an easy way to complete answers for sections of the Assessment that are applicable across several entities.

Note that indicators specific to the reporting entity’s portfolio environmental performance are not included in the Template Tool.

The complete list of indicators included in the Template Tool is provided below.

To generate a new template, you can either:

• Build a new template from scratch by selecting the option “Create template”; or

• Create a template based on an Assessment that has already been filled out by selecting the option “Create template from assessment”.

To edit a template, click on the template name and amend the indicator answers. Indicators for which answers are not provided in the template will not be affected in the assessments to which the template is applied.

To manage access to the template, click on the “Manage” menu and select “Access Rights”. There, you can invite other users to collaborate on the content, manage access to the template, or use it for other users’ Assessments. Users who have been invited to use the template will be able to apply it to the assessment (s) to which they are connected.

To apply a template to other Assessments:

• Go to the Assessment Portal

• Click on the reporting entity

• Click on “More”

• Select “Apply a template” from the dropdown menu

Every indicator has a short title (e.g., Sustainability Objectives) and a code (e.g., LE2).

These are usually followed by a primary question that can be answered with ‘Yes’ or ‘No.’ Performance Component indicators also require participants to input quantitative data in a tabular format.

• When selecting ‘Yes,’ participants are required to provide further information by selecting one or more options.

• When selecting 'No,’ participants may not select any additional sub-options.

Participants should select all options that accurately describe the organizational activities.

Response types for each indicator may use one or more of the following elements:

Funds must connect to assets participating in the GRESB Assessments for those assets to contribute to the fund's GRESB Score.

• Funds can add assets that do not (yet) participate in the GRESB Assessments and send an invite to the asset.

• If a fund adds an asset that already participates in GRESB, the fund can find the asset through its name or unique fund ID.

After requesting the connection, the asset receives a notification to confirm or reject the link.

• One of the asset’s account manager users must confirm or reject the linking request.

• The asset’s Benchmark Report will be made available to the fund, but not the fund’s investors.

• Assets can be connected to one or multiple funds.

If the asset entity reports under the Grace period, the GRESB score, Benchmark Report, and underlying data will not be accessible to the fund, nor will it contribute to the Fund Score. Assets can revoke access at any time.

The 'Review' button is always visible as part of the left-hand side menu in the Portal to review the errors in the assessment.

Once all pending errors have been resolved and the response is complete, the button will turn to 'Review & Submit'.

Before an entity can submit its assessment, it needs to be linked to a participant member account. If you are uncertain whether the entity is linked, contact the GRESB Helpdesk.​

A confirmation email will be sent to the account manager users after submission.