50% faster delivery of LP sustainability reports

A leading US-based asset manager engaged us to develop a comprehensive solution for producing high-quality integrated sustainability reports for its limited partners (LPs).

• Irregular data collection processes
• Fragmented data with limiting benchmarking and comparability
• Overlapping reporting cycles

Standardized quarterly and annual reporting processes in line with leading frameworks and standards, including the Institutional Limited Partners Association (ILPA), Sustainability Accounting Standards Board (SASB), United Nations Principles for Responsible Investment (UN PRI) and International Sustainability Standards Board (ISSB).

Established robust data frameworks and dashboards, streamlining the development of customized LP reports and responses to due diligence requests. We worked closely with key stakeholders to define reporting requirements and disclosure expectations, enabling a more structured and consistent reporting process.

As a result, turnaround times were reduced by 40-50%, supported by the following process enhancements:

I) Standardized data framework and management

Transformed sustainability data management through automated workflows that streamlined the collection, validation, analysis and reporting of portfolio company data. The solution incorporated data quality controls, including checks for completeness, outliers and variances, improving data accuracy and auditability while reducing manual effort and reporting timelines.

II) Performance analytics for recurring and ad hoc investor reporting

Enabled advanced sustainability performance measurement through fund-level key performance indicator (KPI) analysis, materiality-driven sector and peer benchmarking, intensity-based performance comparisons and sustainability maturity assessments.

Strengthened benchmarking methodologies through SASB-aligned, sector-specific KPIs and multi-layered peer groupings based on sector, sub-sector, geography and size. This improved comparability across private market investments and addressed the challenge of fragmented sustainability data.

Developed dynamic sustainability dashboards that enabled automated trend analysis and data visualisation. These dashboards facilitated standardized data validation, KPI normalisation and the seamless extraction of validated data for recurring and ad hoc investor reporting, ensuring greater efficiency and timeliness.

III) Portfolio-level KPI monitoring for early risk identification

Automated screening enabled proactive portfolio monitoring against LP-defined thresholds, compliance requirements and fund-specific investment criteria. The process identified deviations, threshold breaches and emerging risks at an early stage, allowing timely intervention before they surfaced in disclosures or LP due diligence reviews.

• 40-50% faster turnaround times, accelerating the delivery of LP sustainability disclosures across reporting cycles
• Improved sustainability data accuracy, reliability and completeness, enhancing disclosure credibility and strengthening LP confidence
• Standardized and comparable reporting across funds and reporting periods
• Greater responsiveness to LP queries and due diligence requests, improving investor readiness and strengthening stakeholder relationships
• Stronger alignment with investor and regulatory expectations, reducing compliance gaps and sustainability risk exposure