Preqin data for ESG integration

Why Preqin?

1. Benefit from the expertise of 300+ researchers combined with advanced AI technology
2. Leverage a solution built by private market experts and mapped to leading industry frameworks, including SASB and TCFD
3. Access to clear, reliable, comparable, and standardized ESG data at the firm, fund, and asset levels.

What’s included:

Firm level:

• Fund manager and investor ESG management KPIs
• Investors’ fund managers’ ESG management KPIs
• Fund manager ESG regulatory disclosures
• Fund manager and investor ESG affiliations
• Fund manager and investors key ESG contacts
• Fund manager ESG risk exposure estimate scores and SASB risk factors
• Fund manager impact potential estimates

Fund level:

• Fund manager ESG transparency indicators
• Fund manager and investor ESG affiliations
• ESG risk exposure estimate scores
• Fund SASB Risk factors
• Impact potential estimates

Asset level:

• ESG risk exposure estimate scores and SASB risk factors
• Carbon emissions estimates
• Water withdrawal estimates
• Human capital management KPIs
• Impact potential estimates

Business needs

This data can be used for a variety of uses, including:

Fundraising

1. Inform and optimize your fund strategy by leveraging our fund search capabilities to conduct in-depth analysis of your peers’ impact funds, ESG considerations, and strategies.
2. Streamline your fundraising efforts by utilizing our advanced investor search functions to create target lists that reflect your ESG priorities, product offering, and strategies.
3. Gain visibility over investors' past commitments and identify those with a particular interest in funds pursuing sustainability objectives like yours such as SFDR, SDGs, Impact, Sharia, and more with our ESG fund search function.
4. Pinpoint investors who are currently below their overall target allocation and considering ESG over the next 12 months by accessing ESG investor mandates.

Fund screening and sourcing

1. Gain transparency into fund managers’ level of disclosure on ESG governance, policies, regulatory practices, and third-party commitments
2. Refine your search with sustainable fund labels, including climate, impact, Sharia, SDGs, and SFDR articles 8 & 9
3. Access key ESG contacts to quickly establish relationships with fund managers

Early due diligence on funds, fund managers, and assets

1. Optimize manager selection and investment comparisons with clear and uniform estimates of positive impact potential across fund managers’ portfolio companies.
2. Enhance early due diligence with proprietary risk exposure estimates, factoring in industry materiality and geography
3. Focus on the most relevant ESG KPIs with a solution built by private market experts and mapped to leading industry frameworks, including SASB and TCFD
4. Gain a holistic perspective on portfolio companies' estimated carbon emissions, water usage, and human capital management to detect potential risk areas.

Deal opportunity identification

1. Screen sponsor backed companies based on specific ESG criteria to identify potential investments
2. Understand private companies’ levels of ESG risk exposure
3. Access company performance estimates of ESG metrics
4. Estimate their positive impact potential in alignment with SDGs

Investor relations

1. Target investors aligned with your sustainability objectives by gaining visibility over their ESG policies, practices, and mandates.
2. Stay on top of regulation requirements and ESG policies best practices to tailor your pitches and stand out to sustainability-focused investors.
3. Uncover an investor’s ESG priorities and gain visibility over their commitment to various ESG-related affiliations such as climate, net zero, and more, to inform and customize your pitch.
4. Access key ESG contacts at the firm level to quickly establish relationships.

Peer analysis

Compare and evaluate your ESG management indicators against peers and the market across various locations and asset classes using standardized data around policies, practices, and disclosures.

Fund manager comparison

1. Effectively compare funds and fund managers across multiple locations and asset classes with improved data visibility
2. Evaluate a portfolio’s exposure to ESG funds with our sustainable fund labels including SFDR, SDGs, Sharia, and more
3. Keep track of changing compliance and reporting obligations with a solution built by private market experts and mapped to leading industry frameworks, including SASB and TCFD

Direct ingestion in a CRM

1. Access Preqin’s ESG Data when and where you need it with customizable delivery frequencies for large quantities of data in standard CSV format.
2. Harness Preqin’s ESG data directly from Excel to eliminate errors, increase productivity, and optimize your workflows.
3. Eliminate errors and increase productivity by removing the need to manually source data and transfer it across systems.