US Private Equity Firm
How does a leading private equity firm achieve a streamlined climate plan for its portfolio companies?
An established culture in ESG and sustainability
One of the world’s leading and most well known private equity firms began its ESG journey long before its industry peers. Believing that these considerations are a key value driver for its portfolio companies, it operationalized their inclusion into the diligence-driven investment process and portfolio management before most. After launching a leading impact investing practice in the mid-2010s, the firm has been a leader in the impact investment community and has targeted companies to invest in that are focused on health and wellbeing, the circular economy, reduction in poverty and mitigation of climate change. Today, it supplements its robust investing framework with world-class technology solutions like Persefoni.
Persefoni is perfect for all types of Private Equity portfolio companies
The firm needed a solution that could work for portfolio companies that were in all stages of maturity, complexity and evolution in their sustainability journeys. It needed a software platform that could support a breadth of extremely granular calculations, hybrid computations and also offer spend based calculations all in one place. The firm was impressed with the maturity of Persefoni’s platform, making it the perfect solution to roll out a comprehensive set of investments, and ultimately empowering it to have a uniform decarbonization strategy. Today, the Persefoni platform is used by many of its portfolio companies, giving the firm an unprecedented ability to prepare for the transition economy.
Moving beyond Private Equity to Credit
Through its partnership with Persefoni, the firm continues to set the standard when it comes to sustainability. Today that includes expanding the platform to its credit investment portfolio that includes public and private investments. The ESG leadership team worked alongside portfolio managers to bring position level data into the platform and will use Persefoni’s advanced analytics to not only inform the investment process, but also craft a strategy centered around a more liquid portfolio. Collectively, this enables the investment firm to unlock value across multiple asset classes and have real-time data on the broad consequences of a vast set of investments.
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