Empowering You to Meet Sustainable Finance Requirements
Greenstep supports investment companies and private equity funds through every stage of the investment lifecycle, from ESG strategy and Due Diligence to reporting and continuous value creation.
How ESG Requirements Differ for Investment Firms
Unlike standard corporate ESG, fund-level requirements cover the entire investment chain, from inception to exit, and focus heavily on portfolio company data and aggregate portfolio impact.
- Investment Chain Scope: ESG extends across sourcing, DD, and ownership, not just internal operations.
- Portfolio Dependency: Your ESG profile depends on the data and progress of your portfolio companies.
- Regulatory Focus: SFDR and Taxonomy reporting mandate specific classifications (Art. 6/8/9) and transparency.
- Investor Pressure: Limited Partners (LPs) demand concrete metrics and impact assessments in their reports.
Our ESG Service Offering
- ESG Strategy & Objectives: Clarifying fund-level ESG strategies, defining practical KPIs, and updating investment policies to meet sustainable finance standards.
- ESG Due Diligence Support: Systematically assessing target companies’ ESG risks and opportunities using proven models and checklists. Findings are integrated directly into the investment decision-making process.
- Reporting & Compliance: Assisting funds in navigating SFDR, EU Taxonomy, and other regulations to build consistent ESG reports and investor communication practices.
- Data Management & Process Development: Defining data collection processes for portfolio companies, establishing KPI dashboards (emissions, social, and governance), and integrating ESG into every step of the chain: Sourcing → DD → Decision → Ownership → Exit.
Why Choose Us as Your Partner?
Practical Fund Experience
With deep experience in fund back-office and investor reporting, we know how to make ESG work alongside your existing operations.
Wide Expert Network
Our team combines specialists in sustainability, fund management, legal, and education to ensure you always have the right expert at the table.
The Efficient Interim Model
We handle ESG projects effectively without increasing your internal administrative burden, providing a cost-effective alternative to traditional consulting.