ESG services.

Comprehensive end-to-end advisory and managed services tailored for private markets fund managers

Overview

Our ESG Services

Against the backdrop of increasing LP and regulatory scrutiny, Petra supports clients across the entire fund life cycle from developing ESG services and impact strategies at firm and fund levels to overseeing ESG diligence, portfolio monitoring, value creation, reporting, and alignment with regulatory frameworks.

Petra’s senior team of experienced ESG professionals partners with fund managers to help them develop and implement credible, best-in-class ESG programs to manage risks, create value, help raise capital, and stand up to regulatory scrutiny while enhancing a fund manager’s reputation in the eyes of its investors.

Why Petra
ESG Solutions?

What sets Petra's ESG team apart is the depth of our expertise. Our professionals bring extensive in-house experience from both GPs and LPs, complemented by proprietary methodologies that have been tested and refined across multiple investment environments. With a deep domestic and internationally experienced team, we deliver ESG services that are grounded in how investment decisions are actually made - pragmatic, decision-useful, and directly oriented toward preserving and growing our clients' capital.

Outsourced
ESG Director

Petra’s Outsourced ESG Director service offers fund managers access to experienced ESG professionals – on a fractional or extended basis – providing cost-effective support to implement and execute top-tier responsible investing programs.

ESG
Managed Services

A significant proportion of ESG monitoring and reporting tasks are cyclical, time consuming and continually developing. These tasks are often handled more efficiently by experienced external ESG professionals. Petra provides year-to-year ESG diligence, portfolio monitoring, value creation, and reporting services – allowing in-house ESG personnel to remain more “front office” strategic leaders.

Strategic & Tactical
ESG Solutions

Petra delivers specific projects that enable high quality, decision useful information and outputs to provide fund managers with what they need to address investor and regulator demands and drive value in a way that is credible, scalable and pragmatic.

Introducing PeerView

Built in partnership with MSCI and delivered as part of Petra's ESG platform, PeerView benchmarks portfolio company and fund performance against public market comps, giving mid-market managers access to the institutional-grade ESG and climate data their LPs already use. Petra’s analytical expertise transforms that data into actionable investment insights, bridging the gap between underlying ESG metrics and informed decision-making.

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