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)
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:
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:
“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.”
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