-
150+
projects delivered
-
100+
investor data requests completed
-
USD250k
cost savings annually
CLIENT CHALLENGES
- Lack of standardised Excel templates for collating ESG data
- Limited understanding of frameworks such as SFDR, EDCI and EU Taxonomy. Reliance on expensive digital tools for data collection, with limited expertise in offline tools
- No SOPs for reviewing and validating ESG data
- Desk research for missing data was time-consuming, leading to delays in responding to LP requests
- Limited bandwidth to address ESG due diligence questionnaires effectively
OUR APPROACH
- Used Excel-based templates to enhance efficiency in ESG data collection and reporting
- Allocated dedicated ESG resources to keep abreast of changes in the reporting regime and ensure compliance
- Reduced time for obtaining responses from portfolio companies from 3 months to 1 month
- Established a centralised ESG data library to streamline data management and facilitate drafting both quantitative and qualitative responses
IMPACT DELIVERED
- Achieved 100% data accuracy for over 100 portfolio companies
- Established a centralised ESG data library, improving data accessibility and management
- Realised up to 40% cost savings by employing a dedicated FTE to manage all ESG data and respond to requests efficiently
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