Streamline the ESG portfolio data management process

Sustainability underwriting and portfolio management require prompt, seamless and accurate ESG and sustainability data. However, collecting, measuring, and reporting this data is often cumbersome and hampered with inaccuracies from manual spreadsheets, emails and disjointed solutions that offer limited visibility and data quality controls.

Introducing a digital tool for private funds developed by KPMG, enabled by Unqork’s codeless architecture that streamlines the ESG and sustainability data collection process, ensures high-quality data, and enables easier, more nimble reporting.

The platform offers an integrated user experience to send digital data requests and delivers complete workflow automation, end-to-end auditability, and built-in data validations. Further, the tool can be fully integrated with the ecosystem of clients, targets, and portfolio companies.

Consider how we helped a global asset manager who recently launched a new sustainable fund and needed a standard way to capture quality ESG data for their portfolio to evaluate potential investments.

Together we built a customizable, codeless solution to perform pre and post investment data collection for their portfolio companies. The tool aligned to SFDR with built-in benchmarking capabilities to help facilitate effective decisioning and funding.

Offering an automated workflow, and user-friendly interface, it increases process transparency for fund analysts and supervisors while custom dashboards and reporting by persona provide a single data source for LP’s, GPs and Portfolio Companies. Finally, the codeless platform offers the flexibility to quickly adapt to meet evolving regulatory guidance and SEC requirements.

KPMG brings a knowledge of private funds, ESG, and technology that can help transform your investor and Portfolio Company experience and create competitive differentiation.

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