Portfolio Analytics
Comprehensive insights and trend analysis across your SLL portfolio
Avg SPT Progress+2.1%
68%
vs 66% last quarter
On-Track Rate+1.4%
75%
142 of 189 loans
At-Risk Loans-2 loans
31
16.4% of portfolio
Verification Rate+3.2%
89%
168 verified this quarter
SPT Progress Trend
Average sustainability performance trajectory over time
Portfolio Status Distribution
Breakdown of loan performance categories
- On Track
- At Risk
- Missed
KPI Category Distribution
Number of loans by sustainability KPI type
Sector Performance Comparison
Average SPT progress and risk assessment by sector
Manufacturinglow risk
45 loans£680M72%
Logisticsmedium risk
32 loans£420M58%
Retaillow risk
28 loans£520M78%
Energyhigh risk
24 loans£890M51%
Real Estatelow risk
38 loans£1200M69%
Agriculturemedium risk
22 loans£310M64%
At-Risk Loan Forecast
Predicted number of at-risk loans (next 6 months)
- Actual
- Predicted
Model predicts 23% increase in at-risk loans by June 2026. Early intervention recommended for 12 borrowers.
Verification Status Trend
Third-party verification completion over time
- Verified
- Pending
- Overdue
Key Insights & Recommendations
Strong Overall Trajectory
Portfolio-wide SPT progress has improved 10% year-over-year. Retail and Manufacturing sectors leading performance.
Energy Sector Requires Attention
24 loans in Energy sector show below-average progress (51%). Recommend targeted stewardship engagement for 8 borrowers.
Verification Compliance Improving
Overdue verifications decreased 63% in 6 months. Current 89% verification rate exceeds industry benchmark (82%).