Novata: The Roundup

Novata’s Resource Library is dedicated to sharing educational content to drive further understanding of and progress on ESG in the private markets. In this series, The Roundup, we highlight the insights Novata published over the past month.

The ESG Data Convergence Initiative Introduces Three New Metrics

• The ESG Data Convergence Initiative recently announced three new additions to its metrics list for the 2024 reporting cycle. In this article, Novata’s Jessie Miller breaks down each metric and what the changes mean for private equity firms reporting to the EDCI.

Looking Ahead: An SFDR Forecast for 2024 and Beyond

• The SFDR’s second disclosure period is on the horizon, with investors preparing for the 2024 reporting cycle. Read this article to learn more about how industry trends and forecasts may impact the regulation’s future.

How Hamilton Lane Streamlined ESG Data Collection with Novata

• Leading global private markets investment management firm Hamilton Lane is at the forefront of driving the industry toward more sustainable investing practices. Read how the firm is using Novata to develop a streamlined, scalable process to manage ESG data from GPs.??

How Private Markets Can Lead the Charge on DEI

• At the recent IPEM Conference, Novata’s CSO Lorraine Spradley Wilson hosted the Women & Diversity in PE Summit. In this article, she shares takeaways from the discussions on improving diversity, equity, and inclusion in private markets.?

SFDR Reporting Requirements: What’s Actually Needed from a Private Equity Perspective

• The road to understanding and complying with the #SFDR can be daunting. To help cut through the noise, Novata’s Kyle Flick spoke with a few private equity clients to learn more about the reporting process. Read his insights in this article.

Novata’s mission is to empower private markets to achieve a more sustainable and inclusive form of capitalism. We make it easy for private markets to collect, analyze, and report on the metrics that matter. To learn more, visit our website.?