Compliant ESG

Integrated environmental, social, and governance data management for private markets. Ensures ESG compliance and analytics that satisfy regulators and investors alike.

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The growing pressure to comply, prove, and perform

ESG demands in private capital are rising fast, yet most firms still rely on fragmented tools and manual processes. Data is scattered across surveys, GP reports, and third-party sources, often inconsistent and incomplete. Gathering, standardizing, and analyzing ESG metrics like carbon emissions becomes a labor-intensive burden. At the same time, regulations such as SFDR and EU Taxonomy continue to evolve, making compliance harder. Stakeholders expect transparency and impact, but without benchmarks or structure, firms struggle to report with confidence.

ESG demands in private capital are rising fast, yet most firms still rely on fragmented tools and manual processes. Data is scattered across surveys, GP reports, and third-party sources, often inconsistent and incomplete. Gathering, standardizing, and analyzing ESG metrics like carbon emissions becomes a labor-intensive burden. At the same time, regulations such as SFDR and EU Taxonomy continue to evolve, making compliance harder. Stakeholders expect transparency and impact, but without benchmarks or structure, firms struggle to report with confidence.

Built for compliance. Designed for impact.

AssetMetrix Compliant ESG streamlines data collection, compliance, and reporting in one platform. We align with key frameworks like SFDR and EDCI, offering ready-made templates and automated validation to reduce manual work. ESG data from fund managers or third party providers flows directly into our system, where it’s standardized, checked, and transformed into actionable insights. Interactive dashboards and reports make it easy to monitor trends, benchmark performance, and generate disclosures that meet evolving regulatory demands—all with less effort and greater confidence.

AssetMetrix Compliant ESG streamlines data collection, compliance, and reporting in one platform. We align with key frameworks like SFDR and EDCI, offering ready-made templates and automated validation to reduce manual work. ESG data from fund managers or third party providers flows directly into our system, where it’s standardized, checked, and transformed into actionable insights. Interactive dashboards and reports make it easy to monitor trends, benchmark performance, and generate disclosures that meet evolving regulatory demands—all with less effort and greater confidence.

Turn ESG obligations into strategic advantage

  • Simplify ESG data

    Say goodbye to chasing spreadsheets. AssetMetrix orchestrates tailored ESG data collection campaigns to retrieve required data from several sources. Data flows directly into our platform, where automated checks ensure completeness.

  • Report what matters, meet what’s required

    Keep pace with regulations confidently. Our system is built around current ESG disclosure rules, from SFDR Principal Adverse Impacts to EU Taxonomy, and updates as standards evolve. You can easily compile compliant reports and audits, knowing the necessary KPIs are tracked and up-to-date.

  • See the full ESG picture

    Consolidate environmental, social, and governance indicators across all your funds into one view. Spot portfolio-wide trends and benchmark performance against industry peers or targets. Interactive dashboards let you drill down from portfolio level to individual investments, so you understand the story behind the metrics.

  • Impress regulators. Reassure investors.

    Demonstrate your ESG commitment. Investors, boards, and regulators get transparent, credible ESG reports, enhancing trust. You get external benchmarks and frameworks (UN SDGs, SASB) meaning you can communicate your impact in universally understood terms . By automating the heavy lifting, you spend more time on ESG strategy and less on number-crunching.

Flexible ESG data templates

Use our standard ESG questionnaire (covering 400+ data points) or tailor it to your needs . Metrics from carbon emissions to board diversity are captured in a consistent format, aligned with SFDR and industry initiatives.

GP portal for direct input

Engage your fund managers in the process. GPs can log into a dedicated portal to submit their ESG figures securely. The system automatically ingests these inputs, for example parsing standardised Excel templates, saving you from manual data entry.

Automated quality checks

Built-in validations flag anomalies or missing data instantly. If an expected data point isn’t provided or looks out of range, you’ll know, and can follow up, before reports go out. This ensures the integrity of your ESG dataset.

Real-time ESG dashboards

Monitor ESG performance anytime. Dynamic dashboards let you track key indicators across your portfolio, with the ability to filter by fund, strategy, geography, etc. See how each investment contributes to overall ESG outcomes and identify leaders or laggards at a glance.

Benchmarking & framework alignment

Leverage external context to give meaning to your ESG numbers. Our platform is ready to integrate with initiatives like the EDCI for peer benchmarks. We also map your data to global frameworks (UN SDGs, SASB), translating raw numbers into insights about alignment with global sustainability goals.

  • Flexible ESG data templates

    Use our standard ESG questionnaire (covering 400+ data points) or tailor it to your needs . Metrics from carbon emissions to board diversity are captured in a consistent format, aligned with SFDR and industry initiatives.

    Use our standard ESG questionnaire (covering 400+ data points) or tailor it to your needs . Metrics from carbon emissions to board diversity are captured in a consistent format, aligned with SFDR and industry initiatives.

  • GP portal for direct input

    Engage your fund managers in the process. GPs can log into a dedicated portal to submit their ESG figures securely. The system automatically ingests these inputs, for example parsing standardised Excel templates, saving you from manual data entry.

    Engage your fund managers in the process. GPs can log into a dedicated portal to submit their ESG figures securely. The system automatically ingests these inputs, for example parsing standardised Excel templates, saving you from manual data entry.

  • Automated quality checks

    Built-in validations flag anomalies or missing data instantly. If an expected data point isn’t provided or looks out of range, you’ll know, and can follow up, before reports go out. This ensures the integrity of your ESG dataset.

    Built-in validations flag anomalies or missing data instantly. If an expected data point isn’t provided or looks out of range, you’ll know, and can follow up, before reports go out. This ensures the integrity of your ESG dataset.

  • Real-time ESG dashboards

    Monitor ESG performance anytime. Dynamic dashboards let you track key indicators across your portfolio, with the ability to filter by fund, strategy, geography, etc. See how each investment contributes to overall ESG outcomes and identify leaders or laggards at a glance.

    Monitor ESG performance anytime. Dynamic dashboards let you track key indicators across your portfolio, with the ability to filter by fund, strategy, geography, etc. See how each investment contributes to overall ESG outcomes and identify leaders or laggards at a glance.

  • Benchmarking & framework alignment

    Leverage external context to give meaning to your ESG numbers. Our platform is ready to integrate with initiatives like the EDCI for peer benchmarks. We also map your data to global frameworks (UN SDGs, SASB), translating raw numbers into insights about alignment with global sustainability goals.

    Leverage external context to give meaning to your ESG numbers. Our platform is ready to integrate with initiatives like the EDCI for peer benchmarks. We also map your data to global frameworks (UN SDGs, SASB), translating raw numbers into insights about alignment with global sustainability goals.

Selected clients that trust AssetMetrix

Leading firms rely on our innovations to drive smarter decisions and optimize their portfolios for lasting success.

Turn your ESG vision into a reality

With AssetMetrix as a strategic partner, you will meet the rising demands and evolving regulation. Report with confidence and create your advantage by leveraging our expertise.

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Multi Party Collaboration

Unify LPs, GPs, and service partners transforming fragmented processes into secure workflows. Track progress, easy audits, notification system, all built into one.

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