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ESG Advisory Services
Built by GPs. For GPs.

Petra partners with fund managers throughout their ESG journey, ensuring they have credible, best-in-class ESG policies and processes that stand up to regulatory scrutiny and enhance their reputation in the eyes of investors. 
Whether your firm is at the start of its ESG journey or has an existing ESG program, Petra can help you build out internal processes focused on practical outputs to establish robust, scalable ESG monitoring systems and help set the right tone and tenor for accurate qualitative and quantitative ESG disclosures.

Investment Lifecycle

Petra ESG offers comprehensive advisory and managed services tailored for private markets fund managers. From developing strategies at firmwide or fund-specific levels to overseeing portfolio monitoring, reporting, and ensuring alignment with regulatory frameworks, our team supports firms across the entire fund lifecycle.

Firmwide Strategy

  • Diagnostics/fundraising program overview
  • ESG and D&I policies
  • Materiality assessments
  • Impact strategies
  • SLL/Green Bond strategies
  • Steering committee and other internal ESG resources
  • ESG diligence screening tools
  • ESG pre-investment ESG risk scorecards
  • Fund-level strategy development & Article B/9 SFDR fund launch
  • Regulatory alignment (incl SEC, EU Taxonomy, SFDR, CSRD & CSDDD)
  • Framework alignment (incl TCFD, TNFD, ISSB, SASB & CDP)
  • UNPRI membership and other industry groups
  • ESG training (capacity building for deal teams)
  • Governance frameworks
  • Annual ESG roadmap to drive year-on-year progress

Portfolio Integration & Monitoring

  • Criteria/KPIs for assessment and benchmarking
  • Portfolio company questionnaires
  • Performance monitoring scorecards
  • Decarbonization pathways
  • Climate physical and transition risk assessments
  • Onboarding workshops
  • Portfolio company strategy & roadmaps
  • CHG emissions strategies
  • ESG ratings & rankings strategies
  • ESG exit plans/IPO readiness
  • ESG screening/diligence
  • Portfolio company engagement strategies

Reporting

  • Written responses to ESG DDQs
  • Data Convergence Initiative (EDCI) reporting
  • UN PRI reporting
  • GHG emissions reporting
  • ESG risk management disclosure reviews
  • Annual ESG/impact reports and case studies - SFDR, CSRD, and other regulatory reporting

Investment Lifecycle

ESG Strategy

Focused on the integration of ESG into investment processes and ownership practices throughout your organization:

  • ESG policy and framework documentation for the firm, its funds and portfolio companies
  • Enhancing and establishing RI and ESG policies and best practices
  • Operating models to allow integration through deal teams and portfolio
  • Materiality assessments
  • RI policies
  • Strategy & roadmaps
  • Governance frameworks

ESG/Sustainable/Impact Fund Launch

Focused on fund-level strategy aligning to the house and LP requirements, as well as best practice reporting frameworks:

  • Fund-level strategy development
  • Article 8/9 fund launch
  • ESG operational diligence prep sessions/debriefs
  • Regulatory compliance (incl. TCFD, TNFD, ISSB, SASB & CDP)
  • SSL/Green Bond strategy & disclosures

ESG Investment Process

Integrating key factors into your investment process:

  • Establishing processes to remain compliant with regulatory requirements
  • Methodology and tools for assessing ESG value, regulatory, and impact factors
  • Score-carding and diligence reviews

Monitoring and Ownership

Enabling you to monitor key factors through the holding period and working with portfolio companies to execute their ESG roadmap and value creation plans:

  • Onboarding workshops
  • Bespoke ESG strategy & roadmap for portfolio companies
  • Materiality and baselining
  • DE&I strategies
  • Data monitoring
  • Reporting & discolsure (internal & external)
  • Value creation plans
  • Regulatory alignment

Exit

Helping you take advantage of the benefits of ESG as a strategic value driver:

  • Pre-sale reviews
  • ESG vendor due diligence/IPO readiness
  • Sustainability communications
  • ESG ratings & rankings strategy
ESG Strategy
Focused on the integration of ESG into investment processes and ownership practices throughout your organization:
  • ESG policy and framework documentation for the firm, its funds and portfolio companies
  • Enhancing and establishing RI and ESG policies and best practices
  • Operating models to allow integration through deal teams and portfolio
  • Materiality assessments
  • RI policies
  • Strategy & roadmaps
  • Governance frameworks
ESG/Sustainable/Impact Fund Launch
Focused on fund-level strategy aligning to the house and LP requirements, as well as best practice reporting frameworks:
  • Fund-level strategy development
  • Article 8/9 fund launch
  • ESG operational diligence prep sessions/debriefs
  • Regulatory compliance (incl. TCFD, TNFD, ISSB, SASB & CDP)
  • SSL/Green Bond strategy & disclosures
ESG Investment Process
Integrating key factors into your investment process:
  • Establishing processes to remain compliant with regulatory requirements
  • Methodology and tools for assessing ESG value, regulatory, and impact factors
  • Score-carding and diligence reviews
Monitoring and Ownership
Enabling you to monitor key factors through the holding period and working with portfolio companies to execute their ESG roadmap and value creation plans:
  • Onboarding workshops
  • Bespoke ESG strategy & roadmap for portfolio companies
  • Materiality and baselining
  • DE&I strategies
  • Data monitoring
  • Reporting & discolsure (internal & external)
  • Value creation plans
  • Regulatory alignment
Exit
Helping you take advantage of the benefits of ESG as a strategic value driver:
  • Pre-sale reviews
  • ESG vendor due diligence/IPO readiness
  • Sustainability communications
  • ESG ratings & rankings strategy

Led by Industry Experts

Charlie Chipchase
Managing Director | London
Tamara Close
Senior Director | Boston
Hugh Simpson
Director | London
Petra ESG
“The implementation of any successful ESG program will vary depending on the industry, strategy, geography, and investor base, meaning there is no “one-size-fits-all” approach. As with top quartile fund administration, generally-accepted ESG best practices have evolved in recent years, and your investors will expect you to follow these and report to them in a timely and digestible manner.”

ESG related insights

Speak to a member of our team to learn more about Petra ESG.

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