Financial Services, Asset Management, and Banking

Mitigate potential risks, attract investors, reduce cost and build a positive reputation

Banks, investors, holding companies, private equity, and venture capital firms interested in responsible investing realize the benefits of access to information on a company’s non-financial metrics performance including topics such as:

Governance
Social issues
Environmentally Sustainable Practices

Investors are seeing the link between a company’s Sustainability disclosures and its financial performance and how they give context for potential future success. Getting an informed picture of each company’s Sustainability performance within an investment portfolio can be a challenge, however, when many private companies lack resources and urgency to track and report on their performance in the absence of mandates.

Track the Sustainability Performance of your Portfoilio Companies, Funds and Investments

Your All-in-One Sustainability Reporting and Management Solution

Improve Sustainability Data Capture Throughout Your Portfolio for Better Transparency of Financed Emissions

Comply With International Sustainability Disclosure Regulations Like the EU's SFDR and the UK’s SDR

Gain Better Visibility of ESG Risks and Materiality Through Digitized Stakeholder Engagements and Matrices

Set and Track Progress Against SBTi and Net-Zero Targets

Generate Disclosure Reports Based on common Sustainability Reporting Standards and Custom KPIs Alike

Leverage AI to Improve Data Accuracy and Process Efficiency

Top Strategic Sustainability Issues and Initiatives for Financial Companies

Financed emissions managment

Decarbonization/ Net zero initiatives

Ethical supply chains

Diversity, equity, and inclusion (DEI)

Corporate governance

Enterprise Risk Management (ERM)

Key Metrics

The IsoMetrix Lumina Sustainability Solution caters specifically for some of the key metrics frequently used by financial institutions to measure their portfolio’s Sustainability performance, including:

GHG emissions

Scope 1, Scope 2, and Scope 3 emissions data

Workforce metrics

Employee diversity at staff, line, and leadership levels. New hire and attrition metrics

Whistleblower policies

Procedures and policies related to whistleblower protection and anti-retaliatory compliance.

Employee engagement

Employee surveys and responses

Energy sourcing

Improve transparency of your energy and emissions sources across your business

Ethical business factors

Monetary losses related to legal proceedings from insider trading, anti-corruption, malpractice, etc.

Want to see if our ESG management software is for you?

Discover more about our powerful digital solutions.

The ESG Data Convergence Initiative

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.