Making informed investment decisions with ESG Fusion

Situation:

ESG Fusion is supporting a mid-market investment firm's Head of Responsible Investment with AUM >$25 billion (2023) with pre-investment ESG screening of companies for its Private Credit portfolio:

  • The Client needed reliable access to ESG information to support a high-volume deal flow, with limited time for analysis and no access to target company internal data or management teams.
  • The Client advises the firm’s investment committee on deal decisions and relies on Fusion to identify key ESG risks and
    opportunities for prospective investments.
  • ESG Fusion has supported investment decisions on 200+ companies for this Client.

Value

  • Providing a consistent, credible assessment of ESG performance to inform investment decisions.
  • Delivering company reports within 2-5 business days after a request, with limited effort required for the client.
  • Scaled delivery capacity to meet the client’s deal-flow, up to 15 deals per week.