
Impact InvestorsApr 13, 2021
Assessing ESG compliance and performance for an impact investing fund’s portfolio companies
Objective
Client wanted to understand the ESG compliance and initiative taken by their four portfolio companies to mitigate the ESG risks Identify and understand the social impact created by these companies as a result of their operations
Methodology
- Conducted detailed research and study about the portfolio companies’ business model and their customers via discussions with fund managers, founders, and their customers – 30+ stakeholder interviews
- Identified, short-listed, and weighted relevant ESG mitigation parameters basis each company’s area of operations and impact
- Evaluated the portfolio companies on each of the identified parameters to arrive at the ‘ESG compliance score’ of each company by analysing relevant metrics such as presence of environment policy, community benefit initiatives and governance initiatives
Impact / Outcome
- Enabled the impact investing fund to develop an understanding of the ESG compliance of its’ portfolio companies and the social impact created by them



















