Driving ESG Value Creation for a PE Firm
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Case Study
Driving ESG Value Creation for a PE Firm
Largest private equity firm, with more than USD 5 billion in assets under management across a wide variety of industries like Enterprise Technology, Financial Services, Healthcare, Consumer, New Economy, and Manufacturing.
The business situation
The client required support across multiple ESG and Impact areas at both the fund and portfolio company level. This included enhancing ESG reporting, conducting climate risk assessments, strengthening GHG accounting practices, and ensuring alignment with global frameworks and investor expectations, to build long-term ESG resilience and value creation.
Our team’s role
Sustainability Reporting
Developed the Annual Sustainability Report and refreshed the materiality assessment
ESG & Impact Framework
Built a framework to assess ESG and impact performance across portfolio companies
Climate Risk Assessment
Conducted desktop-based Climate Risk Assessments (CRA) for all portfolio companies
Policy Review
Reviewed and updated key ESG policies to align with emerging expectations and standards
Global Reporting Support
Assisted with PRI, EDCI, and SFDR reporting requirements
GHG & Offsets
Reviewed past GHG calculations and prepared the FY 2025 GHG inventory, including carbon credit considerations
Alliances & Memberships
Recommended ESG-related alliances and memberships for strategic positioning
ESG Due Diligence
Developed a due diligence framework to assess ESG performance during new investments
Exit Reporting Framework
Created an exit reporting framework and provided report development support
Capacity Building
Facilitated annual knowledge management sessions for the fund and its portfolio companies
The value our team added
- Our engagement helped the client enhance ESG governance and transparency across both the fund and its portfolio companies. By delivering the annual Sustainability Report, which includes an updated materiality assessment, we enhanced disclosure around ESG and impact performance. The implementation of an ESG and Impact framework aligned the client with global standards and strengthened annual performance evaluation. Validated GHG inventories increased the credibility of carbon reporting, while desktop-based climate risk assessments provided deeper insights into physical risks across the portfolio. Additionally, support on PRI, EDCI, and SFDR ensured alignment with key global frameworks.
Scale ESG and Impact Performance Across the Investment Lifecycle
From Reporting and Climate Assessment to Due Diligence, Exit Readiness, and Capacity Building
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