Fund-level reporting
Our fund-level ESG reporting continues to improve and develop as we respond to investor-led initiatives and information requests, as well as regulatory developments.
We are able to provide information on ESG at the fund level, the portfolio GP level and at the underlying portfolio company level.
In 2024, our focus was on our established funds (CIP and CCO funds), with plans to expand reporting to other funds in the coming years. However, our ESG Policy applies to all products, ensuring that every prospective investment undergoes ESG analysis.
At the fund level we have a perspective on the ESG risk-profile from data received via a third-party risk platform (RepRisk) as well as a growing volume of data for thematic issues, notably climate risk.
The RepRisk fund charts for Coller International Partners VIII (CIP VIII) and Coller Credit Secondaries Opportunities (CCO I) can be seen on figures 1-2.
We issued our first climate-related risk note to GPs in 2017, which was developed using TCFD as a framework. We undertook climate risk analysis on CIP VIII and CCO I which can also be seen on figures 3-6.
A-AA-AAA = low risk | BBB-BB-B = moderate risk | C = high risk
Note: Numbers on the figures may not add up to 100% due to rounding.
Note: Numbers on the figures may not add up to 100% due to rounding.
In 2024, we worked with a third-party for the first time, to assess the ‘net impact’ of the largest exposures in our latest equity flagship fund. This net impact measures a company’s overall positive and negative effects across various areas. Additionally, it provides all SFDR PAI (Principal Adverse Impact) indicators linked to these exposures enhancing our overall reporting processes.
*The benchmark comparison has been included for illustrative purposes only and does not indicate that the Coller Capital fund targets sustainability features within its investment mandate. Please note that other funds within the index will differ in nature and are not a direct comparison.