EDCI is a collaborative effort by private markets to standardise ESG data collection and reporting. The primary goal of the initiative is to drive convergence around meaningful metrics for the private markets and generate useful, comparable, performance based data, enabling investors to streamline reporting, improve data quality, and reduce reporting burdens on portfolio companies.
Premium EDCI members will now have access to EDCI’s benchmark data, comprising over 6,300 companies and more than 120,000 datapoints, through Holtara’s platform. This enhanced functionality will enable more in-depth analysis and foster greater engagement through an intuitive user-interface.
At present, there are over 450 members (320 GPs and 130 LPs/IMs), who have committed to the EDCI, representing approximately $38tn USD of assets under management, globally.
Andy Pitts-Tucker, Managing Director, Holtara, said:
“We are delighted to become an EDCI Partner. Our goal is to make ESG reporting as seamless as possible for our clients and we believe that this partnership does just that.”
Ben Morley, EDCI lead and Associate Director, BCG, said:
“We are so excited to expand our relationship with Holtara and introduce them as an EDCI Benchmark Partner. Now, their clients will be able to visualize their EDCI data and performance to benchmark directly within Holtara’s platform, making it easy to unlock new insights and drive strategic discussions, among other benefits.”
Holtara is a subsidiary of financial services giant Apex Group, known for its single-source solution for asset managers, and one of the first in the industry to launch an ESG solution in 2019.
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About Holtara
Holtara’s mission is to impact businesses today, for a sustainable tomorrow through its ESG advisory and technology services. Powered by a blend of people and platform, Holtara offers the unique combination of reporting software, data-driven insights, supported by a passionate team with deep expertise throughout the investment lifecycle. With a team of 150+ ESG, climate, regulatory, sustainability and impact specialists - supported by a wider group of circa 13,000 people and $3 trillion in assets serviced Holtara is the unique ESG services arm of the global Apex Group. Holtara empowers private market investors, managers and companies to create a legacy they can be proud of, by both achieving their financial goals while also making a positive impact on the world around them
About Apex Group
Apex Group is dedicated to driving positive change in financial services while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the industry through its investment in innovation and talent.
Today, Apex Group sets the pace in fund and asset servicing and stands out for its unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals.
Apex Group leads the industry with a broad and unmatched range of services, including capital raising, business and corporate management, fund and investor administration, portfolio and investment administration, ESG, capital markets and transactions support. These services are tailored to each client and are delivered both at the Group level and via specialist subsidiary brands.
The Apex Foundation, a not-for-profit entity, is the Group’s passionate commitment to empower sustainable change.
