US Based Financial-Services GRC Firm
Impact Story • Private Equity Portfolio

Managed Sustainability Services for a Private Equity Portfolio

Key Outcomes

96%

Portfolio Company Response Rate

400+ Hours

Internal Effort Saved

SFDR-Ready

LP Reporting Dataset

Visibility

Sustainability Risk Monitoring

Overview

A private equity fund needed more consistent sustainability information across 25 portfolio companies to respond to LP expectations and support SFDR- and CSRD-related requirements.

The fund lacked the internal capacity and standardized processes required to engage portfolio companies, validate their submissions, and identify portfolio-level sustainability risks.

What SustainoMetric Delivered

  • check_circle Conducted sustainability-awareness sessions with 25 portfolio companies.
  • check_circle Developed a sector-tailored questionnaire aligned with SFDR requirements.
  • check_circle Engaged directly with portfolio-company teams.
  • check_circle Managed sustainability data collection and follow-up.
  • check_circle Validated and normalized portfolio-company submissions.
  • check_circle Identified missing metrics and data-quality gaps.
  • check_circle Developed a portfolio-level sustainability risk heatmap.
  • check_circle Established processes for ongoing monitoring.
  • check_circle Produced a portfolio-wide dashboard for LP updates.

Engagement Details

Client Mid-sized private equity fund
Client Type Professional services / financial services
Engagement Portfolio-company sustainability data collection and managed operations

Outcomes Delivered

  • trending_up 96% portfolio-company response rate, compared with 40% in the previous year.
  • bolt SFDR-aligned dataset prepared for LP reporting.
  • group_add Approximately 400 internal hours saved.
  • psychology Identification of companies with elevated climate-risk exposure
  • database Portfolio-wide monitoring to support quarterly LP updates

Industries

ESG Data & Rating Providers Private Equity

Relevant Capabilities

Managed Sustainability Operations Portfolio Monitoring LP Reporting Portfolio Engagement Risk Heatmaps

Themes

SFDR Climate Risk Portfolio KPIs Regulatory Readiness