About the Customer

This global capital management firm oversees billions in assets across multiple financial sectors. With a long history of providing capital solutions and operational expertise, they help companies around the world improve performance and drive value creation. 

The Challenge

With investments in over 130 portfolio companies, this firm faced a significant challenge when it came time to track the ESG (Environmental, Social, and Governance) performance of its portfolio companies and their associated assets. Previously, they had a two-step process for collecting ESG data: 

1. Sending an ESG questionnaire to each portfolio company 
2. Interviewing each company to identify gaps and validate their submissions 

This approach led to several issues, including: 

• Significant time and resource investment from their team to manually collect, manage, and maintain data from various portfolio companies 
• Difficulty engaging and building support for the ESG program among portfolio companies and other stakeholders 
• The challenge of manually compiling reports to meet specific requirements from multiple ESG reporting frameworks 
• Lack of standardization and data quality practices in the information collected from portfolio companies 

To overcome these challenges, the firm began searching for a solution that could accommodate their complex organizational structure and reporting requirements. 

The Solution

With the AMCS ESG Solution (formerly Quentic), the firm was able to address its data collection and reporting challenges. The AMCS ESG Solution helped by: 

• Providing portfolio companies with the ability to enter more detailed and granular environmental, social, and operational quantitative data 
• Enabling centralized and automated data collection across all portfolio companies, streamlining data management 
• Simplifying reporting by replacing manual reports with real-time, data-driven insights to track progress and view rankings of over 130 portfolio companies and their associated assets 

The AMCS ESG Solution helped the firm implement streamlined data collection and processing while automating reporting. These improvements allowed the firm to save time and resources on its reporting process, simplify ESG data analysis of its investments, and make it easier for portfolio companies to share data and report their own ESG performance. 

Results

The solution streamlined reporting by automating manual tasks, simplified global data management through a centralized platform, and enhanced stakeholder engagement with clear, actionable ESG insights. 

• Streamlined Reporting Process 
  • Automated manual, time-consuming tasks using the integrated workflows of the AMCS ESG Solution 
• Simplified Data Management 
  • Centralized ESG data from portfolio companies worldwide into one unified platform
• Improved Stakeholder Engagement
  • Provided stakeholders with easy-to-understand insights into ESG performance and progress 

By implementing the AMCS ESG Solution, this global capital management firm was able to reduce complexity, save valuable time, and improve the accuracy and consistency of ESG reporting, ultimately driving better outcomes for their investments and portfolio companies. 

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Quentic is now part of the AMCS Group. Learn more here.