GPs struggle with a mounting volume of bespoke sustainability data requests from their LPs, while their underlying portfolio companies navigate an increasingly complex set of Sustainability frameworks. In GPs’ interaction with current or prospective portfolio companies, they have been unable to draw on meaningful private market data to develop an understanding of their own relative performance on key dimensions.
The EDCI helps GPs address these challenges. It simplifies their process of reporting to LPs by using standard definitions and templated methods, enabling voluntary in-platform data sharing with LPs, and provides them with benchmark-driven insights into how their portfolio companies compare to their peers.
Infrastructure investors similarly struggle with the volume of bespoke sustainability data requests from their LPs, while helping their portfolio companies navigate an increasingly complex set of Sustainability and industry frameworks. Infrastructure funds seek meaningful private market data for insight on their relative performance on key Sustainability dimensions.
In 2024, an EDCI working group determined that the core EDCI metrics are fully relevant for Infra funds. With some slight adjustment to data submission fundamentals (e.g., asset stage changed to if it is in development or operational), the initiative now welcomes Infrastructure funds to join, contribute data and access the benchmark and insights.
Private Credit firms are increasingly needing to understand the sustainability characteristics of the companies to which they are lending – both to enable their reporting requirements, and also to improve the quality of their investment decision making, effectively linking the cost of borrowing to the risk of the underlying assets. However, historically private credit funds have struggled to access this data, due to a lack of convergence around what to measure.
The EDCI has accelerated convergence around core sustainability metrics for the private markets and is improving the availability of consistent, clearly defined, performance-based data. Private credit funds can now join the initiative as contributing members and benefit from accessing the EDCI benchmark, alongside requesting sustainability data directly from participating GPs.
The EDCI has several value propositions for General Partners
Our GP members are central in supporting our mission to advance convergence across the private markets, and generate useful, comparable, performance-based data.
For a full overview of GP membership, download the membership overview deck.
Every GP member of the EDCI benefits from the following value propositions:
EDCI Membership
Show your commitment to advancing sustainability data quality while accessing exclusive member benefits (e.g., working groups, member events)
Streamlined Data Collection
Simplify reporting processes, saving time and reducing burden on both GPs and portfolio companies
Data Validation
Improve data accuracy and consistency through a structured validation process conducted by EDCI
Efficient Data Sharing
Respond to LP data requests by seamlessly sharing validated data via EDCI’s secure systems
Self-Serve Benchmark Insights
Respond to LP data requests by seamlessly sharing validated data via EDCI’s secure systems
Annual EDCI insights deck
Receive BCG-authored analysis and sustainability trend reports offering deeper context on sustainability in private markets
GP members can also unlock additional benefits through upgrading to the Analytics membership tier:
Heatmaps & Benchmarks
Visualize PortCo performance using EDCI generated tailored benchmarks (like-for-like comparisons for your portfolio) and advanced analytics (e.g., NZIF/PMDR hypotheses)
Enhanced Member Support
Benefit from fast-tracked data validation and dedicated support with 48-hour response time
Proactive Data Sharing
Strengthen positioning with LPs by proactively sharing customizable elements of your validated EDCI dataset with LP members
Tech Platform Visualization
View benchmarks and analytics directly within EDCI partner platforms
Due Diligence Tool
Launching in 2025, compare potential investment targets’ performance against EDCI tailored benchmarks
+ Add-on Debrief
Analytics GPs can enhance their membership with a tailored debrief session with BCG, offering in-depth analysis of PortCo insights and identifying opportunities for value creation.
What does it mean for General Partners to be part of this initiative?
To participate, GPs agree to:
- Determine funds that will take part in the initiative (while we recognize GPs may start with a subset of their investment strategies, the expectation is this will increase over time, as feasible)
- On a best-efforts basis, track EDCI metrics, with an emphasis on core metrics
- Abide by the EDCI Metrics Guidance to the extent possible and explain deviations
- As requested, provide EDCI data to LPs, preferably using the data sharing functionality on the EDCI portal, or related template
- Submit data to the EDCI for participating portfolio companies by April 30 each year
- Be publicly associated with the initiative
- Choosing your membership tier and paying the accompanying fee (Essentials fee is waived for the first year of membership)
- Voluntary: serve on working groups or self-nominate to join the Steering Committee