Addressing ESG data gaps for private firms in a sector-focused portfolio
Objective of the study
Our goal was to support our client in their portfolio due diligence process by conducting a comprehensive analysis ESG data of 75 private companies across India.
NeoImpact’s Approach
We designed a comprehensive approach aligned with client requirements:
- NeoImpact developed a structured material taxonomy, incorporating 60 key ESG indicators based on the available data, to track the performance of selected companies over a specified time period
- We implemented a multidimensional approach, combining information gap analysis, primary research and desk research. We sourced alternative ESG data from a wide range of resources, such as government reports, publications from regulatory bodies, blogs, Twitter, and other social platforms
- We pinpointed major stakeholders from industries and companies for conducting interviews. Detailed questionnaires were drafted for primary data collection, supported by our team of primary research specialists
Methodology
We built our scoring model using the data derived from stakeholder interviews and secondary research. We conducted a thorough screening analysis by incorporating business involvements and performing reputation monitoring. We presented the entire portfolio in our dynamic NeoImpact ESG reporting tool dashboard, encompassing SWOT analysis, leader/laggard models, macro-level evaluations, and company and industry benchmarking
Outcome
- With our expertise in uncovering hard-to-find ESG data, NeoImpact successfully helped the client bridge critical data gaps for private firms. This empowered them in more informed decision-making
- Our research work facilitated the client to perform meaningful engagement with portfolio companies and to pin down potential divestment opportunities
