ESG Tracking Reinvented: How ETF Partners Scaled Audit-Ready Reporting with Vestberry
Still spending days chasing ESG spreadsheets every quarter? See how ETF Partners cut ESG reporting from days to hours by running ESG and financial KPIs through a single platform – and gave their finance team time back for real analysis.
About ETF Partners
ETF Partners, Europe’s original sustainability-focused investment firm, transformed their ESG reporting and portfolio management with Vestberry’s integrated platform.
The Challenge: Fragmented ESG Data and Reporting
As ETF Partners’ portfolio grew to more than 34 companies, their legacy workflows – across Excel spreadsheets, Word docs, and manual email chains – became a bottleneck. With data flowing in different formats and locations, maintaining consistency and traceability became increasingly difficult.
The Solution: Centralized ESG Data Collection and Compliance Automation
Vestberry enabled ETF Partners to centralize ESG KPI tracking across portfolio companies using the Invest Europe framework. Key benefits include:
- Standardized ESG reporting templates tailored by company size and industry
- Audit-ready data management with version control and transparent change history
- Automated workflows reducing manual coordination and human error
- Real-time dashboards for monitoring ESG performance and trends
- Seamless LP reporting with export-ready CSV files compliant with SFDR and other regulations
Implementation and Impact
A smooth four-month onboarding process ensured minimal disruption. Portfolio companies adopted the platform quickly thanks to clear guidance and Vestberry’s user-friendly interface.
ETF Partners drastically cut ESG reporting time from days to hours, improving data confidence and operational efficiency. Automated data flows and standardized KPIs aligned with Invest Europe standards enhanced consistency and compliance, supporting LP requirements and evolving regulatory demands.
Before Vestberry, our ESG reporting / KPI collection process involved many more people and a lot of manual coordination. ETF Partners team members would need to email their respective portfolio companies to request data, then share that information with me.
While there is much stronger trust in the data since we started using Vestberry, the need for validation and double-checking remains minimal. The entire Vestberry team has always been very helpful and supportive throughout our collaboration.
Read more client's stories
How Quantonation automated its fund processes with Vestberry
It saves us a lot of time when we collect information from our portfolio companies. Also, we like how Vestberry combines the data from multiple sources into dashboards, which we can customize according to our preferences.