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Impact investment data framework for a sustainable private equity portfolio

CANDRIAM is a subsidiary of New York Life, a Fortune 100© company. With more than $590 billion in assets under management (AUM), New York Life Investments is one of the largest asset managers in the world.

In the wake of a transition to sustainable finance, Candriam asked Hedgehog Company to show how sustainability can be integrated in decision-making throughout the investment cycle

Hedgehog Company developed a scalable method to analyse companies on their environmental footprint, based on the phase of the investment cycle. From a quick screening to a full organisational life cycle assessment. 

This method ensures portfolio managers receive cost-efficient but detailed sustainability information including scope 1, 2 and 3 impacts. 

Compared to normal ESG ratings, the received information is realistic, and not based on country-sector proxy data of companies. It allows for active ownership and the divestment of portfolio companies with a massively improved sustainable performance. 

The basis of our method is the same, however any financial portfolio will need a tailor-made approach for the optimal results. 

The initial organisational life cycle assessment in this portfolio is performed on ADL Biopharma. This CDMO provider develops and manufactures product for the food-, cosmetical-, and pharmaceutical industry. The assessment was performed in four weeks, a Hedgehog Company record, in the portfolio context focusing on impact investing and the SFDR.

Get in touch with our team to explore the opportunity for your financial portfolio.

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We are a flexible team and love to have a chat. Book a meeting to get more insights or try our free carbon dashboard. We can even start with a small pilot project.