Many private markets investors are just beginning their search for an ESG software for private finance tool. But private markets investors have unique challenges: They may hold hundreds of assets across different asset classes and the relevant ESG metrics to track can vary quite significantly based on the asset class and maturity of their investments. Unlike the public markets, there is limited access to information on private companies other than getting it directly from the company. And using spreadsheets to manage data collection is cumbersome and does not scale well. This guide was designed to help investment firms think through how to evaluate their tracking and reporting options. Many – especially in the United States – are just beginning to think through how they might track the ESG attributes of their portfolio companies.
This ESG software for private finance guide was designed to help investment firms think through how to evaluate their tracking and reporting options. Many are just beginning to think through how they might track the ESG attributes of their portfolio companies:
- Do you understand the priorities related to ESG software?
- Can the solution adapt to changing regulations?
- Is it easy to use and flexible?
- Does it adhere to established ESG frameworks?