Invest Europe Software
The private equity sector manages over $10 trillion in assets globally.
Limited Partners – pension funds, family offices, insurance companies, sovereign wealth funds – have integrated ESG criteria into their allocation decisions. Failing to demonstrate the ESG quality of a portfolio risks exclusion from the most sophisticated LPs' RFPs.
Harnest structures the ESG data collection from your portfolio companies and aggregates the data at the fund level for your LP reporting.
Who does Invest Europe apply to?
The Invest Europe guidelines apply to private equity, venture capital, and infrastructure funds active in Europe:
- Funds classified as SFDR Article 8 or 9 require reliable ESG data from their portfolio companies to meet their commitments
- Institutional LPs are progressively integrating ESG criteria into their allocation decisions. A fund without structured reporting is a risky proposition
- Portfolio companies – often SMEs and mid-caps – need a framework adapted to their size to collect their ESG data
- SFDR regulations require asset managers to publish precise information on the principal adverse impacts (PAI) of their investments
From due diligence to LP reporting: Harnest covers it all
Invest Europe's guidelines cover a broad spectrum: portfolio companies' carbon footprint, governance practices, working conditions, diversity policy, and ESG risk management at the fund level.
Harnest structures this data collection at two levels, company and fund, so that each piece of data collected once automatically feeds into the aggregated reporting.
Structured due diligence
Assess the ESG maturity of each portfolio company at acquisition and throughout the holding period. Harnest Companion detects deviations in key indicators between two measurement points.
132 data points covered
Core and additional indicators by sector, aggregated at the fund level. A single collection effort simultaneously feeds all your ESG reports.
Audit-ready LP reporting
Traceable data from source to deliverable, complete audit trail, configurable access for your LPs and external auditors. Your SFDR Article 8 and 9 commitments are documented and defensible.
Invest Europe · SFDR · WeAreEurope: one effort, multiple reports
Invest Europe's guidelines were designed to be compatible with SFDR requirements and the WeAreEurope framework.
In Harnest, this convergence logic is natively implemented: a data point collected once feeds multiple repositories simultaneously. For a fund that needs to meet SFDR requirements, Invest Europe guidelines, and the WeAreEurope framework, this is a significant efficiency gain.
Ready to structure your fund's ESG reporting?
Your LPs are becoming increasingly demanding regarding the ESG quality of your portfolio companies.
Harnest provides you with the data infrastructure to address this, without burdening your portfolio companies.