Financial Services, Banking, Private Equity and Venture Capital
Track the ESG performance of your portfolio companies, funds, and investments
Banks, investors, holding companies, private equity firms, and venture capital organizations wanting to engage in responsible investing are realizing the benefits of having access to information on a company’s performance in terms of non-financial topics such as:
Environmentally sustainable practices
Investors are seeing the link between access to ESG disclosures to give context to a company’s performance, and its potential future success trajectory.
Getting an informed picture of each company’s ESG performance within an investment portfolio can be a challenge however, particularly when there is no mandate for private companies to track and report on their ESG performance.
Your all-in-one ESG reporting and management solution
Improve private equity ESG data accuracy throughout your entire management process.
Increase financial services ESG visibility across your portfolio in terms of comparing and ranking individual company ESG performance.
Identify areas of weakness, inefficiency, and potential risks amongst your portfolio companies and subsidiary financial investments.
Track performance and engage in rapid situational analysis using intuitive system dashboards.
Boost your business efficiencies with automated notifications and workflow reminders at every stage.
Save time via streamlined, detailed, and accurate reporting to your internal and external portfolio stakeholders.
Top strategic ESG issues and initiatives for financial companies
Decarbonization / Net zero initiatives
Supply chain environmental sustainability
Diversity, equity, and inclusion (DEI)
Supply chain human rights
Enterprise risk management (ERM)
Key ESG metrics
The IsoMetrix Lumina ESG solution caters specifically for some of the key metrics frequently used by financial institutions to measure their portfolio ESG performance, including:
Scope 1, Scope 2, and Scope 3 emissions data
Employee surveys and responses
Renewable energy usage
What percentage of energy use originates from green energy sources?
Number of incidents injuries, fatalities, days lost due to injury, and long-term injury frequency rate
Company diversity. What percentage are women? What percentage are from under-represented population groups?
Net new hires and attrition rates
Number of new hires and employees who have left the company
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The drive towards convergence around a standardized set of ESG metrics and a mechanism for comparative reporting to benefit all stakeholders in private markets is known as the ESG Data Convergence Initiative.
Designed to streamline the private investment industry’s historically fragmented approach to collecting and reporting ESG data, the initiative was founded by CalPERS and the Carlyle Group.
The EDCI’s members include 275+ GPs and LPs representing $25 trillion in assets under management, and you can join too.
A valued IsoMetrix financial services client
Kinterra is an investment firm focused on supporting the transition to an electrified future by investing in people, ideas, and mining and infrastructure assets. They have a multi-disciplinary team of experts who excel in transactional and technical aspects of the sector, with a proven track record of delivering strong returns. Through rigorous analysis and deep technical expertise, Kinterra identifies and executes on transactions, value creation initiatives, and partnerships to advance and de-risk projects related to energy transition metals and minerals.