Petra partners with fund managers throughout their ESG journey, ensuring they have credible, best-in-class ESG policies and processes that stand up to regulatory scrutiny and enhance their reputation in the eyes of investors.
Whether your firm is at the start of its ESG journey or has an existing ESG program, Petra can help you build out internal processes focused on practical outputs to establish robust ESG monitoring systems and help set the right tone and tenor for accurate qualitative and quantitative ESG disclosures.
Internal ESG Resources
Converting ESG challenges into ESG value creation opportunities so you can reach your sustainability goals.
Materiality assessments
ESG diagnostic/roadmap
ESG policy
ESG committee
ESG diligence screening tool
ESG pre-investment ESG risk evaluation scorecards
UN PRI membership and other industry groups
D&I policy
GHG emissions strategies
ESG Portfolio Monitoring
Establishing robust monitoring systems so you can gather the right data across the portfolio in a timely and digestible manner.
Portfolio company ESG engagement strategies
ESG criteria/KPIs against which portfolio companies can be assessed and benchmarked consistently
ESG portfolio company questionnaires/impact surveys
ESG performance monitoring scorecards
ESG Reporting
Setting the right tone for external ESG disclosures and charting a path for ESG excellence in the eyes of investors.
Annual ESG/impact reports and case studies
SFDR and other ESG regulatory reporting
UNPRI reporting
ESG DDQs and other investor interactions
Petra's ESG Advisory Services
ESG Value Creation
Materiality assessments
ESG diagnostic/roadmap
ESG policy
ESG committee
ESG diligence screening tool
ESG pre-investment ESG risk evaluation scorecards
UN PRI membership and other industry groups
D&I policy
GHG emissions strategies
Robust Portfolio Monitoring
ESG Disclosure Excellence
Led by Industry Experts
Charlie Chipchase Managing Director | London
“The implementation of any successful ESG program will vary depending on the industry, strategy, geography, and investor base, meaning there is no “one-size-fits-all” approach. As with top quartile fund administration, generally-accepted ESG best practices have evolved in recent years, and your investors will expect you to follow these and report to them in a timely and digestible manner.”
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