Supporting sustainable reporting in private assets

Recent industry talks have centred around ESG data, its reporting and further transparency for Private Assets (PA) investors.  The emphasis on the pre-sales stage of fundraising and ongoing sustainable investing has never been more important.

Investors & Private Equity

According to Forbes, the PA market has outperformed the public markets. Investor appetite continues to increase despite the pandemic, with the PA market slowing down only slightly during 2020. This is clearly good news for our market, especially during an economic downturn.

As more investors pour money into the PA market to reap the large returns, regulators see the need to increase investor protection. Investors want to know specifically where their money is being invested and place mandate restrictions to help control their investments.

With the SFDR regulation to be enforced from 10 March 2021, investor decision making should be easier even before they invest. This means fund managers need more automation, better data collation and processing, as they develop their reports for their marketing materials during fundraising.

ESG Operational Challenges

Some of the key issues faced by fund managers in delivering ESG data and reporting to their investors are:

• The quality of data
• The continuous changes in ESG metrics
• The time taken to collate ESG data

With these challenges in mind, fund managers require software solutions that are:

• Flexible - to adapt to changing demands from investors and regulators
• Automated - fast accessibility to trusted data sources and centralised
• Self-Serviced – to produce reports users can customise themselves

This leads to quicker portfolio monitoring and analysis, while improving operational efficiencies to meet stricter reporting deadlines. Without the need for new or additional software.

We Listen, We Apply

Our industry peers’ feedback to us the challenges they faced with these changing market regulations. What we do is incorporate them as we develop our solutions further.

Framework Analytics users can already see how we have evolved our core platform’s simple ESG data collation with dynamic dashboards and improved reporting capabilities.