ESG database-building support to a large US-based fintech player

  • 7x in 6 months

    Scaled up team supporting client

  • 200%

    Helped increase client acquisition

  • >4,000

    firms’ risks and controversies assessed


CLIENT CHALLENGES

  • SFDR reporting deadlines were unmet due to the lack of a central ESG data repository information on 3,500+ companies
  • Screening for controversial businesses was time-consuming, involving 80+ data points and no standard SOPs
  • High hiring costs and slow database user acquisition due to bandwidth issues, combined with onshore team attrition, strained resources
  • Unstructured data and inefficient processes delayed reporting and increased compliance-related burdens

OUR APPROACH

  • Deployed in-house ESG SMEs: Obtained expert support in data collection and developing customised reporting templates
  • Accelerated data migration: Completed data migration to tech portal in less than 6 months, versus the estimated 12 months
  • Segregated and centralised data: Streamlined process for organising and centralising ESG data
  • Compiled bespoke questionnaires: Compiled customised questionnaires for gathering private and specific ESG data

IMPACT DELIVERED

  • Boosted user acquisition: Achieved a 300% increase in new-user acquisition in 6 months
  • Ensured data accuracy: Enhanced operational efficiency, with 100% data accuracy across reporting
  • Achieved faster migration: Reduced data migration timeline by 50%, completing migration in less than six months
  • Centralised Insights: Streamlined data flow, providing centralised access to all ESG data sources
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What we have done

End-to-end ESG data and reporting support to a leading global PE firm investing in energy and infrastructure
What we are proud of

150+

projects delivered

100+

investor data requests completed

Comprehensive ESG Research support to a UK-based Asset Manager with $350bn in AuM
What we are proud of

5+

years of continuous support

200+

risk and benchmarking reports

Annual ESG reporting support to a US-based global investment firm
What we are proud of

30+

fund reports delivered in six months

30%

Reduced reporting turnaround time