How ETF Partners Scaled Audit-Ready Reporting with Vestberry

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.

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