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ESG and Impact Module

Preqin Solutions’ ESG & Impact module is a cloud solution that supports private capital managers in deploying and monitoring a responsible investment strategy. The module empowers investors, general partners, and portfolio companies to define and automate a structured ESG or impact investment program that can be integrated with any financial reporting process. 

Streamline ESG & Impact KPI Construction and Data Collection

  • Define KPIs and goals by either using an industry-leading taxonomy, such as IRIS, or adding your own custom KPIs
  • Access performance metrics aligned with UN Sustainable Development Goals (SDGs)
  • Collect specific KPIs requested by investors
  • Centralize policy and due-diligence document collection
  • Use workflows and automated email reminders to support compliance
  • Automate annual surveys for ongoing risk management and monitoring

Monitor the Success of Your ESG & Impact Strategy

  • Measure portfolio companies’ participation in the program
  • Analyze performance on key metrics
  • Measure portfolio alignment with UN SDGs
  • Identify ESG and impact opportunities and risks across a diverse portfolio
  • Compare financial and impact KPIs to demonstrate impact alpha (Only available for users with Preqin Solutions Monitoring module)

Improve Transparency and Tell Your ESG & Impact Alpha Story

  • Report ESG and impact portfolio performance to stakeholders
  • Create custom action plans for each asset
  • Share automated dashboards and reports at portfolio and fund levels
  • Focus your investment team on the most important goals of your responsible investing strategy
  • Achieve operational efficiencies and differentiate yourself from competition

Let’s start a dialogue about your ESG & Impact programContact us for a platform demonstration or for more information:

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The ESG & Impact module was designed in close collaboration with private equity firms, investors, and consultants

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