Case Study: SEP streamlines ESG data collection and reporting with Novata

SEP boosts portfolio ESG reporting to 95% response rate with Novata

SEP (Scottish Equity Partners), a European growth equity investor, faced a challenge in managing ESG data across its portfolio of over 20 technology companies. Its manual, spreadsheet-based system was unable to keep pace with its sustainability goals and the increasing complexity of ESG data. To overcome this, SEP turned to the vendor Novata and its platform to streamline data collection and gain deeper performance insights.

By implementing Novata's solution, SEP significantly improved its ESG processes. The results included a 95% portfolio response rate, with data collection completed in just one month. Over 80% of portfolio companies reported carbon data, a 75% increase from the previous year. Novata enabled the integration of historical data, improved data quality, and provided benchmarking tools, allowing SEP to produce a comprehensive Responsible Investment report from a single source of truth.

SEP (Scottish Equity Partners)