Define the ESG metrics that are most meaningful to your firm

  • Collect data that maps to your firm's disclosure requirements
  • Adapt to different frameworks as they evolve

 

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ESG METRICS

Identifying the right ESG metrics to collect can be a complex task

To define which metrics to collect, you should consider the following areas:

Align with ESG policy and industry exposure

Consider your key stakeholders and the issues most relevant to them. This can help you align your goals internally and select metrics that best speak to these goals and your industry exposure

Incorporate portfolio companies

Work closely with portfolio companies to identify ESG metrics that are material to both parties. Create internal alignment on data and ensure consistency in reporting. Identify opportunities to mitigate risks and drive value for portfolio companies

Use industry standards and frameworks

Leverage accepted standards and frameworks, such as the Global Reporting Initiative (GRI) and the ESG Data Convergence Initiative, to guide ESG metric selection process.

Small but meaningful

Start with a small set of ESG metrics that are easily and accurately measurable. The EDCI is becoming widely accepted by LPs and GPs alike.

Dasseti ESG

How does Dasseti ESG work?

Step 1 - Define

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Step 1 - Define

Define the metrics you need to: 

  • Meet regulatory requirements
  • Map data to different frameworks
  • Benchmark performance against industry peers
  • Measure progress

Step 2 - Collect

Questionnaire module

Step 2 - Collect

Dasseti is the private equity sector's leading ESG data collection platform for:

  • Secure, one to one data collection direct from portfolio companies and funds
  • Distribute data collection link to any number of entities in seconds
  • Secure, easy to use response portal allows users to copy from previous responses via Smart Response feature.

Step 3 - Enrich and Validate

Enrich and validate

Step 3 - Enrich and Validate

Enrich and validate your proprietary ESG data. 

  • EDCI validation
  • Compare progress over specific time periods
  • Benchmark against industry peers
  • Aggregate data sets for easier comparison
  • Standardize data to make querying easier

Step 4 - Report

ESG Reporting

Step 4 - Report

High quality customizable outputs for client reporting and to assist with regulatory disclosures:

  • Fill data voids with publicly available proxy data
  • Dynamic dashboards
  • Client-specific reporting
  • Year on year progress tracking
  • Industry specific reporting 
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Step 1 - Define

Define the metrics you need to: 

  • Meet regulatory requirements
  • Map data to different frameworks
  • Benchmark performance against industry peers
  • Measure progress
LEARN MORE LET'S CHAT
Questionnaire module

Step 2 - Collect

Dasseti is the private equity sector's leading ESG data collection platform for:

  • Secure, one to one data collection direct from portfolio companies and funds
  • Distribute data collection link to any number of entities in seconds
  • Secure, easy to use response portal allows users to copy from previous responses via Smart Response feature.
LEARN MORE LET'S CHAT
Enrich and validate

Step 3 - Enrich and Validate

Enrich and validate your proprietary ESG data. 

  • EDCI validation
  • Compare progress over specific time periods
  • Benchmark against industry peers
  • Aggregate data sets for easier comparison
  • Standardize data to make querying easier
LEARN MORE LET'S CHAT
ESG Reporting

Step 4 - Report

High quality customizable outputs for client reporting and to assist with regulatory disclosures:

  • Fill data voids with publicly available proxy data
  • Dynamic dashboards
  • Client-specific reporting
  • Year on year progress tracking
  • Industry specific reporting 
LEARN MORE LET'S CHAT
ESG METRICS

Commonly collected metrics include:

  • Environmental Metrics

  • Social Metrics

  • Governance Metrics

Environmental Metrics

To measure a firm's environmental progress, you can collect various metrics including:

  • Energy usage
  • Water usage
  • Waste generation
  • Carbon emissions
  • Sustainable procurement
  • Product development
  • Biodiversity conservation
  • Renewable energy adoption
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Social Metrics

Measuring a firm's social progress requires the collection of relevant metrics that can provide insights into the company's diversity, equity, and inclusion (DEI) efforts, as well as its impact on stakeholders and society as a whole:

  • Representation
  • Retention
  • Promotions
  • Leadership Pipeline
  • Employment Pipeline
  • Pay Equity
  • Employee Resource Group (ERG) Membership
  • Participation Rates in Mentoring and Sponsorship Programs
  • Participation Rates in Diversity and Inclusion Training Programs
  • Number of Lives Impacted
  • Economic Empowerment
  • Community Engagement
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Governance Metrics

Evidence of good governance practices is an indication of a sound approach to risk management and high levels of accountability.

Key metrics include:

  • Structure and oversight 
  • Code and values
  • Transparency and reporting
  • Cyber risk and systems
  • Long-term perspective
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ESG FRAMEWORKS

Following recognized frameworks helps you benchmark against peers while meeting LP and regulator expectations for comprehensive, standardized ESG data

MATERIALITY ASSESSMENT

Conducting a materiality assessment allows you to

- Identify and prioritize ESG issues that are the most critical.

- Look at a variety of factors through two lenses: the potential impact on the business and the priorities of the stakeholders.

  • Research

  • Review

  • Mapping

  • Survey

  • Compile and rank

  • Prioritize

  • Collaborate

Research your industry peers and competitors to benchmark material ESG issues in your disclosures and reporting.

LET'S CHAT

Review sustainability reporting frameworks like SASB and GRI to find suitable standards.

LET'S CHAT

Conduct stakeholder mapping to identify key stakeholder groups like investors, employees, customers, regulators.

LET'S CHAT

Survey or interview stakeholders on their top ESG priorities and concerns related to the company.

LET'S CHAT

Compile results into a materiality matrix, ranking stakeholder priorities.
Identify issues falling into the "high priority" quadrant. Those are likely material ESG factors warranting metrics and disclosure.

LET'S CHAT

Prioritize material factors based on relevance to financial performance, stakeholder concerns, potential risks/opportunities, and ability to influence. Develop a final list of 8-12 material ESG factors to guide strategy and measurement efforts. Re-evaluate periodically as priorities shift.

LET'S CHAT
Work collaboratively with your entities to define appropriate metrics and data collection processes for each priority ESG factor.

One tool for your ESG metrics

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