What is ESG Screening
&BLOOM supports private equity and venture capital firms with positive and negative ESG screening, ensuring investments meet regulatory requirements such as the EU Taxonomy or Australian Sustainable Finance Taxonomy. Screening helps investors identify sustainable opportunities and mitigate exposure to ESG-related risks.
Why this matters
Screening is critical to meet regulatory compliance, protect LP interests, and align investment portfolios with sustainability standards.
It:
-
Reduces reputational and financial risks from unsustainable investments.
-
Highlights opportunities in sectors and companies delivering measurable ESG impact.
-
Supports taxonomy-aligned investment strategies, required under evolving EU and Australian frameworks.
What you get
✓ Positive and negative screening of potential investments, aligned with international ESG standards.
✓ Evaluation of taxonomy alignment, including EU and Australian frameworks.
✓ Identification of high-risk sectors or activities, including regulatory or ESG exposure.
✓ Clear recommendations for go/no-go decisions and portfolio composition.
✓ Custom reporting templates for LP reporting and internal investment committees.
Who is this for
Private equity and venture capital firms seeking:
ESG-compliant deal sourcing and investment screening.
Alignment with taxonomy-based reporting requirements.
Strategic integration of ESG into investment decision-making.
Transparency and confidence for LPs and regulators.
Prerequisities
Screening is most effective when the fund already has a Responsible Investment Strategy in place. This ensures that screening criteria are aligned with your ESG principles and investment priorities. Additionally, having clarity on the types of investments your fund pursues—such as sector focus, stage, and geography—allows us to define relevant positive and negative screening criteria, ensuring consistency and efficiency in deal assessment.
Frequently Asked Questions
What frameworks do you use for screening?
We use industry-recognised standards, including the Principles for Responsible Investment, EU Taxonomy, Australian Sustainable Finance Taxonomy, and ESG rating frameworks.
Can this screening cover existing portfolio companies?
Yes. Screening can be applied pre-investment and across portfolio holdings.
Do you provide detailed reporting?
Yes. Screening results are presented with actionable insights for investment decisions and LP reporting.