Preqin Sustainability for General Partners
This article explains how GPs can leverage Preqin Sustainability to apply a sustainability lens to fundraising, capital deployment, market research and reporting.
Accelerate fundraising
If you need to raise capital for a sustainability-related fund you can review investors' current sustainability-related mandates, strategies and various information to help you raise capital faster.
You can find this information by reviewing investors sustainability profiles in Preqin Pro and by using the following features:
Investor Sustainability Mandates
Find LPs considering sustainability investments in the next 12 months and see if they are currently below their overall target allocation.
Access investor sustainability mandates by clicking ‘Search For’, Investors’, and then ‘Mandates and RFPs’.
LP Past Sustainability Investments
Identify investors with a track record of committing capital to sustainability-labeled funds such as SDFR, climate, or those with similar goals to yours.
Explore LPs past investments by clicking ‘Search For’ then ‘Investors’, and then ‘Past Investments’. Then click the Sustainability Fund Labels and Themes filter and select the types of sustainability-related criteria you would like to view. Once you have created your list, you can easily export it via Excel.
Investor Sustainability Management Indicators
Explore investor disclosures on sustainability policies and gain insights into their sustainability-related strategies. Investors aligned with your fund’s goals may be more likely to be interested in investing in your fund.
Search for ‘Investors’ then click ‘By Sustainability’ then use the ‘Management Indicators’ filter to find investors by their disclosed policies and practices.
Open an investor profile and scroll to the sustainability tab. Under the sustainability section, go to Management Indicators to see available disclosures.
Find out more about Sustainability Management Indicators
Sustainability Affiliations and Memberships
Analyze third-party affiliations and memberships of investors and fund managers to understand sustainability-related commitments.
To find this information, open a firm profile and click on the Sustainability tab. Alternatively, you can click ‘Search For’, followed by ‘Investors’, and then ‘Sustainability’ before using the sustainability filter to evaluate their sustainability commitments.
Investor Sustainability Fund Portfolio Breakdown
Enhance your fundraising efforts for sustainability-related funds by understanding investors’ past sustainability fund allocations and commitments. Visibility of LP fund preferences can indicate potential alignment of interest in similar future funds.
This view enables you to see sustainability investments by:
Total commitment amount, broken down by sustainability fund labels
Total sustainability fund commitments
Analyze by sustainability fund labels and themes, fund strategies, and geographic focus.
How to access the analytics:
Open an investor profile > click sustainability tab > see Sustainability Fund Portfolio Breakdown in the menu on the left.
If searching for an investor by past investments > select sustainability labelled funds > click on the investor name > investor profile opens > click the sustainability tab > see Sustainability Fund Portfolio Breakdown
Investor Sustainability Contacts
Source the most relevant sustainability contacts at each firm by searching for investors by sustainability. Click on the firm name and select ‘Key Sustainability Contacts’ on the left-hand menu.
Sustainability Fund Labels and Themes
Conduct analysis of sustainability-related funds by compiling a list of relevant funds and applying the Sustainability Fund Labels and Themes filters to help build a competitive investment plan.
Click on ‘Search For’, ‘Funds’, and then select ‘By Sustainability’ in the dropdown menu. Click on the sustainability fund label option to build your customized search.
Sustainability benchmarks at the asset-level
Utilize sustainability benchmarks derived from reported data for sponsor-backed companies to conduct comparative analyses across industries and regions to understand how portfolios differ.
All Preqin Sustainability clients can access this by navigating to the benchmark’s menu in Preqin Pro and selecting ‘Sustainability Benchmarks’.
This will open a new window where you will be able to access the benchmarks for three metrics: scope 1 carbon emissions, scope 2 carbon emissions, and scope 3 carbon emissions.
You can also filter specific sectors, locations, and normalization for better comparisons across companies.
By clicking on a sustainability benchmark, you will see a list of companies along with their reported data and additional details about their profiles.
When you select a specific company profile, you will be automatically redirected to the full company profile in the Preqin Pro platform.
Non-anonymized sustainability data at the asset-level
Review reported sustainability data aligned with industry frameworks to ensure consistent data across portfolios and make like-for-like comparisons. Sustainability data for 15 metrics can be reviewed and if there is data available for the company, it will be displayed in a table. You can download the data for further analysis.
To find this data, navigate to a company profile and click on the Sustainability tab.
Learn more about Sustainability Data and Benchmarks
Leverage sustainability insights for strategic deal sourcing
Leverage ESG metrics for private companies and real assets to enrich your deal sourcing and early due diligence processes using the following features:
Financial materiality assessments at the fund-level
Gain a clearer view of sustainability-related risks by conducting fund-level financial materiality assessments. These assessments identify and flag sustainability risks that are most relevant to specific industries, helping you understand how such factors may affect your portfolio.
The assessment framework is based on company characteristics and aligned with SASB standards, ensuring that datapoints are categorized.
All Preqin Sustainability clients can access this information by viewing a fund profile's description and clicking on the Sustainability tab.
Find out more about financial materiality assessments at the fund level.
Financial materiality assessments at the asset-level
Identify sustainability factors that pose a risk to an investment’s financial health and risk profile with financial materiality assessments at the company level.
To find this information, open a company profile and click on the Sustainability tab. The information will be displayed in this section if it’s available for the company.
Sustainability metrics for real estate assets
Physical climate risk analytics
Preqin includes Aladdin Climate’s Geospatial Hazard Risk Analytics across real estate assets. This integration gives you an understanding of physical climate risks impacting real estate assets and enables risk analysis and comparative insights to guide asset selection and portfolio strategy.
To find this information, open a real estate asset profile and click the ‘Sustainability’ tab to view the physical climate risk analytics if they are available for the selected asset.
Learn more about our integration with Aladdin Climate
Estimated carbon emissions and energy consumption
Preqin have partnered with Measurabl to enable you to review estimated carbon and energy consumption data and benchmarks for 84,000+ buildings worldwide.
To find this information, open a real estate asset profile and click on the Sustainability tab. If the information is available for the selected asset you will be able to view:
Estimated carbon emissions to compare GHG emissions intensity over time against benchmarks at both global and country levels.
Estimated energy consumption to compare energy usage intensity over time against benchmarks at both the global and country levels.
Explore sustainability-related trends, investor appetites, and peer activity
Use ESG data and tools to understand market trends, inform your investment strategy, and review peer strategies to build a competitive plan. Use the following features to help define your fund strategy:
Sustainability Fund Labels and Themes
Create a list of funds by selecting relevant fund filters along with sustainability fund labels that you would like to review. Delve into the data on the funds to understand your peers' strategies and sustainability-related trends to inform your investing strategy.
Filter and review funds with sustainability fund labels and themes by clicking on ‘Search For’, select ‘Funds’, and then select ‘Sustainability’ from the dropdown menu. Select the sustainability fund labels and theme options to build your customized search.
Review competitor Management Indicators
Use our Management Indicators to gain insight into your peers’ sustainability strategies and build a competitive plan.
Search for ‘Fund Managers’, then click ‘By Sustainability’ and select the ‘Sustainability’ filter and use the dropdown to find Management Indicators split by Manager Governance, Investment Integration and Portfolio Management selections.
Open a fund manager profile and scroll to the sustainability tab. Look for the Management Indicators section which will show a list of disclosed practices, if available.
LP Past Sustainability Investments
Identify investors with an interest in sustainable investing and a track record of committing capital to firms led by women and minorities, or to sustainability fund labels and themes such as SFDR, climate, energy transition, and others.
To find this information, Click ‘Search For’ then Investors’, and then ‘By Past Investments’. In the “By Past Investments” list, click the Sustainability Fund Labels and Themes filter and select the types of sustainability-related criteria you would like to include. You can save and export your list in Preqin Pro.