What is Portfolio and Company-level ESG reporting
Portfolio and company-level ESG reporting provides investors with a clear, consolidated view of sustainability performance across their holdings. &BLOOM engages with each portfolio company to identify material ESG topics, set strategic priorities, and translate findings into portfolio-wide reporting.
Why this matters
Consistent reporting ensures transparency, drives continuous improvement, and communicates ESG value to limited partners. Portfolio-level insights allow investors to monitor progress, benchmark companies, and optimise overall ESG impact.
What you get
✓ Company-level ESG assessment aligned with portfolio-wide ambitions.
✓ Consolidated portfolio ESG report highlighting material topics, performance, and improvement opportunities.
✓ Strategic recommendations for individual companies and portfolio-level initiatives.
✓ Metrics and KPIs to track progress and impact over time.
✓ Guidance on reporting to investors, regulators, and stakeholders.
Who is this for
PE and VC firms seeking to monitor ESG performance across their portfolio.
Funds wanting consistent, comparable ESG reporting for LPs.
Investment teams integrating ESG into portfolio management and strategic planning.
Prerequisities
Portfolio and company-level reporting builds on an established Responsible Investment Strategy. Investors will gain the most value if screening and ESG due diligence have already been applied across portfolio companies. Additionally, having access to company-level data, prior ESG assessments, and performance metrics ensures that reporting is comprehensive, consistent, and actionable for LPs and other stakeholders.
What the process looks like
We collaborate with portfolio companies, identify material ESG topics, gather data, analyse performance, and produce a consolidated report with actionable insights and recommendations.
Frequently Asked Questions
How frequently should portfolio-level ESG reports be produced?
Annually, or as required by LPs or regulations.
Can reports include both qualitative and quantitative insights?
Yes, we provide a comprehensive view of ESG performance.
Do you support LP reporting requirements?
Yes, our reports align with global standards and LP expectations.