Asset & ESG Management for Private Markets

Complete Transparency at the Asset Level

Asset management teams within private market institutional investors often struggle to streamline data from their assets – sites, tenants, properties, borrowers, companies – and aggregate them at the portfolio level. This leads to unscalable, resource intensive data collection and reporting processes, not to mention limited workflow transparency. It’s a similar story for ESG managers who need to track KPIs by investment.

Charles River for Private Markets was designed to help solve these challenges by bringing transparency to the asset level. Investors can monitor assets with a single dashboard, easily seeing which ones need attention using real-time data and leaving an audit trail for compliance records. Because data collection and validation can be a heavy lift on an ongoing basis, we offer a dedicated Data Management Services team to support your data quality needs.

Trust Your Data, Gain Better Insights

Charles River for Private Markets consolidates and normalizes investment data into a single platform. Break through your data silos and connect your technology point solutions to unlock access to faster insights and improved response times to LP queries.

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Current Challenges

  • Our data is complex and scattered. It comes from multiple places in many different forms. Difficult to normalize.
  • Timing of data is not standard. Financials, operating, and ESG investment reports have different deadlines and delivery dates depending on the asset or partner.
  • Unscalable & unsustainable data collection workflow  & reporting process
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Solutions

  • Manage investment case vs. actuals for financial, operational, and ESG KPIs by investments
  • Manage the normalization and onboarding of data from operating partners for each investment
  • Manage a configurable and defined data collection and reporting process
  • Dynamic reports to streamline internal and external property, borrower, and  ESG reports
  • Dedicated Data Management Services team to scale data collection and validation needs

Key Capabilities

How our Asset & ESG Management framework helps solve private market data management challenges.

EBITDA Analysis Dashboard
Full transparency to see which of our investments need immediate attention in real-time across operational & financial data
ESG Performance Dashboard
Communicate global ESG performance and filter, drill-in and export ESG data across your diverse assets
ESG Reporting
Avoid business disruption by streamlining pixel perfect ESG performance reports that match current reports
Screen shots are provided for illustrative purposes only; no live data included.

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Want to learn more? Get in touch.

We're ready to answer your questions. Contact Sales & Marketing by filling out this form.

Follow us on our social channels to stay up-to-date on all Charles River News and Events.