Guiding Principles for determining our metrics

The ESG Data Convergence Initiative aligned on a set of guiding principles to inform the selection of the core metrics:
Globally accepted:

Selected from the most accepted and widely regarded frameworks; including GRI/WEF, SASB, and TCFD (and EU SFDR as formalized).


From a financial or societal impact perspective; may be specific to a given industry.


Allowing performance comparisons between portfolio companies and GPs; adequate overlap exists across sectors.


Evolving metrics as tracking improves and understanding and materiality evolves.


Simple to track accurately, with limited total number of metrics to not overburden companies and ensure data quality and integrity.


Tied to specific actions under GPs and portfolio companies’ control.


Metrics should minimize subjectivity or need for interpretation.

Our ESG categories and metrics

  • Scope 1
  • Scope 2
  • Scope 3 ( Optional )
  • % renewable energy usage
  • % women on board
  • % women in C-suite (optional)
  • % underrepresented groups on board (optional)
  • % LGBTQ on board (optional)
  • Injuries
  • Fatalities
  • Days lost due to injury
  • Net new hires (organic and total)
  • Turnover
  • Employee survey (yes/no)
  • Employee survey response (optional)

EDCI Metrics Guidance

This document contains updated guidance for the 2023 reporting cycle to help committed GPs gather ESG data for the purposes of participating in the ESG Data Convergence Initiative.

The guidance is designed to create standardization in data reporting – drawing on existing industry standards wherever possible. It includes a set of definitions, recommendations, and clarification to help with your ESG reporting and to address common data-related questions.

EDCI Data Submission Template

GPs will collect data annually through their existing data collection systems. A standardized reporting template is included, which can be uploaded into our data submission portal. This Data Submission Template has been updated for the 2023 cycle. It includes improved clarity on data collection and the addition of a new metric for 2023, the share of women in a company’s C-suite.

Data can currently be submitted in three ways:
  • You can submit directly via a participating ESG Technology Platform. See below for a full list of platforms.
  • You can submit via BCG’s secure portal.
    • Sign in as a guest, put as the recipient, and put ‘EDCI Data Submission 2023 – [Company Name]’  as the subject.
  • You can submit via your own proprietary file transfer systems – if you are doing this, please use as the target for the file.

API launched: Data Submission via ESG Data Platforms now available

The EDCI Steering Committee has approved a decision to allow participating GPs to submit data to the Initiative via an in-bound API. ESG platforms can now connect to our API to submit data on behalf of GPs for the 2023 edition of the EDCI. This is an open (and completely voluntary) offer to all ESG data platforms currently storing ESG data on behalf of EDCI GPs that are interested in putting in place this functionality. This update is intended to help streamline the data submission process for GPs. Submission via the excel template will continue to be an option for GPs.



ESG platforms enabling within platform data submission to the EDCI

We invite technology platforms that would like to connect to the EDCI API to reach out to for requests to connect to the EDCI.