Portfolio Data & Insights

As any GP knows, it requires a herculean effort to pull together data for annual responsible investment reporting. Still, few firms make use of the rich stories that the data contains.

When we see a firm’s annual data, we see great opportunities to unpack insights that improve performance and focus companies on value creation opportunities. Whether it’s a question of benchmarking companies against peers or understanding what the data says in the context of customer requirements and emerging regulation, the data can reveal where a business can differentiate and where it is falling behind.

Analysing and playing that data back to key stakeholders, from portfolio company leadership to deal teams, is often a missing link in the overall responsible investment cycle; we see it as a step that can serve as a crucial conduit for driving companies toward initiatives that move the needle on sustainability and value and showing appreciation to portfolio company teams for the effort they’ve put into collecting data.

What Re:Co offers

Turnkey Data Collection

Questionnaire design, portfolio company engagement and follow-up through to submission, and quality checks, hosted on the Re:Co platform, including our built-in GHG emissions calculator.

Action Planning Sessions

One-to-one conversations with portfolio companies to walk through the insights and agree an action plan the board can approve.

Insight Summaries

Create pithy templates for each company setting out portfolio performance, demonstrating how it compares against peers, built to work for companies at varying levels of maturity.

Deal Team Playback Materials

Deliver analysis of portfolio-wide performance and maturity, highlighting bright spots, focus areas, and practical steps deal teams can take to support progress.

GP-Level Reporting

Full-service creation of reporting materials using a firm’s data, whether in the form of an annual responsible investment report or other customised reporting outputs.

Outcomes

Valuable time saved on collecting data and creating materials to support reporting.

Clear sustainability priorities for portfolio companies, grounded in external analysis and benchmarking.

Practical Action Plans that focus companies on achievable next steps on sustainability & value creation.

Portfolio-wide insights on where the greatest opportunities for performance improvement and value creation lie.

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