Frequently Asked Questions about CSRD Share: Co-authored by Rohit Adlakha and ESGTree What is CSRD? The acronym CSRD stands for Corporate Sustainability Reporting Directive and was drafted by the European Commission in April 2021. This new European regulatory framework for sustainability was published on December 16, 2022, in the Official Journal of the EU. CSRD is known as the Gold Standard for sustainability reporting frameworks as it considerably enlarges the scope of companies that must disclose sustainability information and brings forward new requirements. The CSRD went ..read more

Decoding Climate Disclosures for Financial Institutions 2024 Share: Understanding climate risks and opportunities is paramount for investors, regulators, and economies striving towards sustainable business models and net-zero futures. With climate risk now being recognized as a critical financial risk, stakeholders have no choice but to prioritize compliance with Climate Disclosures, which can be difficult to navigate & understand.  To stay ahead of the game, we have published a comprehensive guide that decode’s climate disclosures for financial institutions: Decoding Cli ..read more

Drowning in DDQs - Tanya Carmichael / ESGTree Podcast Interview Share: We had an insightful conversation with Tanya Carmichael, ESGTree’s Advisory Board Member, ex-Head of Global Funds Private Capital at Ontario Teacher’s Pension Plan (OTPP) and ex-Chair of the Institutional Limited Partners Association (ILPA). In our candid talk below, Tanya shares her thoughts about ESG integration, reporting and how LPs can prevent GPs from drowning in due diligence questionnaires (DDQs). According to PwC and Harvard, 81% of institutional investors in the US plan to increase their ..read more

ESGTree Collaborates with the EDCI on Inbound Data Submission Share: ESGTree – one of the first platforms globally to automate EDCI data submission – is now collaborating with the ESG Data Convergence Initiative (EDCI) on inbound data submission. By integrating directly with the EDCI data portal, ESGTree can further streamline data submission & validation to the EDCI for ESGTree clients. The ESGTree Solution: From a Burden to Opportunity Private equity has turned a corner on responsible investment with the help of the EDCI, which boas ..read more

ESGTree Expands Core Capabilities to Tackle EU SFDR Reporting for Financial Institutions Share: ESGTree, a cloud-based technology platform that provides Financial Institutions with a comprehensive Environmental, Social, and Governance (ESG) data solution, recently announced its expansion of SFDR capabilities available to clients. Under the SFDR automation stream, Its Principal Adverse Impact (PAI) automation tool simplifies and streamlines data management and reporting against European regulatory requirements. The ESGTree Solution: From Burden to Opportunity The SFDR is an EU r ..read more

SFDR Reporting Solution for Financial Institutions Share: The Only European Sustainable Finance Disclosure Regulation (SFDR) Software You Need So, what exactly is SFDR? The Sustainable Finance Disclosure Regulation (SFDR) mandates asset managers & other financial market participants to evaluate & disclose their sustainability-related data & policies at the entity & product levels. Although necessary, many financial institutions experience SFDR Reporting Challenges that make compliance difficult. SFDR Reporting Challenges ESGTree - A Fully Integrated SFDR Reporti ..read more

A Private Equity Firm’s Journey with ESGTree to Improve Social Factors and Impact Share: Since 2020, ESGTree has been working with a $10BN+ Private Equity (PE) firm, based in the United States, to streamline and report on their Environmental, Social and Governance (ESG) initiatives, with a focus on DE&I and BIPOC best-in-class practices. Key themes across which ESGTree has helped the PE firm are: Impact management Diversity, equality, and inclusion Additionality and intentionality Minority issues, vulnerable groups, Black, Indigenous, and People of Colour (BIPOC) Impact ..read more

ESG LP DDQS: A LOVE-HATE RELATIONSHIP FOR GPs Share:   Key Finding While a majority of General Partners (GPs) believe that ESG is a core value, 90% of them find investor Due Diligence Questionnaires (DDQs) to be excessive, repetitive, and inefficient. This frustration is exacerbated by the fact that 88% struggle to find effective ESG reporting solutions. (source: Independent ESGTree survey) Over the past two years, an overwhelming majority of General Partners (GPs) have increased efforts to manage and measure the ESG performance of their portfolio companies. Indeed, this t ..read more

A Private Equity Firm’s Journey with ESGTree to Improve Social Factors and Impact Share: Since 2020, ESGTree has been working with a $10BN+ Private Equity (PE) firm, based in the United States, to streamline and report on their Environmental, Social and Governance (ESG) initiatives, with a focus on DE&I and BIPOC best-in-class practices. Key themes across which ESGTree has helped the PE firm are: Impact management Diversity, equality, and inclusion Additionality and intentionality Minority issues, vulnerable groups, Black, Indigenous, and People of Colour (BIPOC) Impact ..read more

Guiding-financial-institutions-on-the-path-to-net-zero Share: ESGTree is a cloud-based Environment, Social and Governance (ESG) data management and reporting platform for financial institutions. Our Carbon Calculator and automated climate reporting software are just some of the many features of our fully integrated platform. Our customizable technology, paired with industry-leading advisory services, provide our clients with the necessary tools to become leaders in the transition to net zero. The Challenge For Financial Institutions As ESG legislation tightens globally, financi ..read more