US Based Financial-Services GRC Firm
Impact Story • Multi-Year Strategic Research and Delivery Partnership

Multi-Faceted Sustainability and Regulatory Support for a US Based Financial-Services GRC Firm

Key Outcomes

60%

Cost Savings

20%

Faster Time to Market

30

Sustainability Professionals Deployed

1 Year

Scalable Sustainability Database Established

Overview

SustainoMetric expanded an existing sustainability data relationship into a broader engagement supporting client's ESG data, private equity consulting, and regulatory teams.

Over four years, SustainoMetric operated as an extension of client’s internal teams, providing dedicated capacity, sustainability expertise, process development, and technology-enabled delivery.

What SustainoMetric Delivered

  • check_circle Established and managed a dedicated team of 30 sustainability professionals, providing scalable research and analytical support across multiple client functions.
  • check_circle Supported the development and enhancement of sustainability datasets and products, including SFDR, impact, and GHG-related solutions.
  • check_circle Delivered specialized research and analytical support to the client's private equity consulting and regulatory advisory teams.
  • check_circle Developed standardized research methodologies, bespoke guidelines, and operating procedures to ensure consistent, high-quality delivery.
  • check_circle Performed carbon footprint calculations and sustainability assessments for portfolio companies.
  • check_circle Designed and implemented micro- and macro-level automation solutions, including automation of UN PRI scoring and recommendation generation, improving efficiency and consistency.
  • check_circle Integrated Power BI into reporting and presentation workflows, enabling streamlined data visualization and decision-ready insights.

Engagement Details

Client US based Global GRC Firm
Client Type Professional services / financial services
Engagement Multi-year strategic research and delivery partnership

Outcomes Delivered

  • trending_up Approximately 60% cost savings
  • bolt Approximately 20% faster time to market
  • group_add Additional capacity for new workstreams without increasing pressure on client’s in-house consultants
  • psychology Improved access to subject-matter expertise for methodology development, testing, and delivery
  • database A scalable sustainability database established within one year

Industries

ESG Data & Rating Providers Private Equity

Relevant Capabilities

Managed Operations Regulatory Support Sustainability Data Process Automation Portfolio Analysis Strategic Research Partnerships Private Equity Support Regulatory Research Dedicated-Team Delivery

Themes

SFDR GHG Data Impact UN PRI