Novata
12 Case Studies
A Novata Case Study
Collateral Good, a Zurich-based investment firm, faced challenges in managing EU Taxonomy reporting for its growing portfolio. The process, central to their investment thesis, was complex and time-consuming when handled with spreadsheets, introducing data integrity risks and inconsistencies. To address this, the firm partnered with vendor Novata to streamline its sustainability assessments and reporting.
By implementing Novata's tailored platform, including its EU Taxonomy tool and carbon calculator, Collateral Good established a centralized and guided workflow. The solution from Novata resulted in a scalable process that freed the team from administrative burdens, improved data quality and consistency, and provided greater visibility into investment alignment with environmental goals, making reporting to LPs more efficient.