See investors and fund managers sustainability disclosures to apply a sustainability lens to fund sourcing, fundraising, fund manager selection and due diligence.
What are management indicators?
Sustainability management indicators enable you to see sustainability-related policies and practices that fund managers and investors have in place. They can help you understand how sustainability principles are embedded into an organization’s operations and investments.
Preqin Sustainability features 76 indicators for GPs and 53 for LPs, they cover a set of sustainability policies, management practices, and any rules of doing business that have been disclosed and updated within the past two years.
How to use the management indicators
Fund sourcing, manager selection and due diligence for LPs
LPs can use sustainability management indicators to apply a sustainability lens to fund sourcing, external manager selection, and early due diligence workflows. This is particularly helpful for evaluating how these factors correspond with established due diligence frameworks. Management indicators can help identify fund managers with a sustainability-related investment workflow and help identify sustainability policies that may or may not meet expectations. This information can help investors to understand if a manager’s sustainability-related risk exposure aligns with stated policies or commitments.
Fundraising for GPs
GPs can use sustainability management indicators to apply a sustainability lens to fundraising activities by gaining visibility of investors’ sustainability preferences. Understanding investors preferences enables GPs to tailor research and outreach more effectively, and pinpoint areas of sustainability governance where they might be considered weaker than competitors.
Market analysis for SPs
SPs can use sustainability management indicators to access an up-to-date view of the market with standardized, comparable sustainability data. Uncovering trending sustainability commitments and disclosures can save valuable time and resources as part of market analysis and business development workflows.
How to find sustainability management indicators
Preqin Sustainability clients can find Sustainability Management Indicators for LPs and GPs in the following places within Preqin Pro:
Investor Profile:
Search for ‘Investors’ then click ‘Sustainability’ then use the ‘Sustainability 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.
Fund Manager Profile:
Search for ‘Fund Managers’, then click ‘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.
Fund Profile:
In the ‘Funds’ search, open a fund profile, click on the Sustainability tab and scroll down to view list of available Management Indicators. The disclosures will be displayed here, if available.
Company Profile:
Search for a portfolio company by navigating to ‘Companies & Deals’ then clicking ‘Company Search’. Open a profile, click the Sustainability tab then scroll down to view ‘Asset Owner Management Indicators’ which uses the company’s investor management indicators to quickly understand if sustainability may be already embedded into the business. The disclosures will be displayed here, if available.