ESG & Impact Portfolio Dashboard
Verdant Capital Partners • $220M AUM • As of December 31, 2024
Risk-Adjusted Impact Return
+5.8%
vs. +5.2% benchmark
ESG Factor Attribution (12M)
+22
↑ 30 bps vs. YTD
Carbon Intensity
187
tCO2e/$M revenue
↓ 6% YoY (target -7%)
Controversy Coverage
94%
3 Level 4+ alerts
ESG Score Dispersion
8.2
Std dev across providers
↓ 1.1 vs. Q3
Impact KPI Achievement
82%
18 of 22 targets met
Net-Zero Pathway
-1.2
Years behind 1.5°C target
Needs 7.4% annual reduction
Portfolio Carbon Intensity Trajectory
ESG Factor Attribution Waterfall (YTD)
SDG Revenue Alignment
SDG 7: Clean Energy 28%
SDG 13: Climate Action 22%
SDG 9: Industry & Innovation 18%
SDG 3: Good Health 14%
SDG 12: Responsible Consumption 11%
Other SDGs 7%
Controversy Monitoring & Alert Status
Company Portfolio Weight Severity Category Status Date Detected Response
TechManufacture Corp 3.8% Level 5 Labor Rights Engaging Nov 12, 2024 Board mtg scheduled Jan 15
Global Mining Ltd 2.4% Level 4 Environmental Engaging Oct 28, 2024 Remediation plan review ongoing
FinServ Holdings 4.2% Level 4 Governance Resolved Sep 5, 2024 Board changes implemented
EcoPackaging Inc 1.9% Level 3 Product Safety Monitoring Dec 2, 2024 Voluntary recall completed
RenewEnergy PLC 5.1% Level 3 Community Relations Monitoring Nov 20, 2024 Stakeholder dialogue initiated
AgriTech Solutions 2.7% Level 2 Supply Chain Closed Oct 10, 2024 Supplier audit passed
CleanWater Systems 3.3% Level 2 Regulatory Closed Sep 18, 2024 Compliance achieved
BioPharm International 4.5% Level 2 Ethics Monitoring Nov 30, 2024 Internal investigation ongoing
ESG Score Distribution by Provider
Proxy Voting & Engagement Effectiveness
Voted Against Management 38%
87 of 228 proposals
Active Engagements 24
17 climate, 5 governance, 2 social
Engagement Success Rate 71%
Achieved target outcomes in 12M
Board Diversity Improvement +12%
9 companies added diverse directors post-engagement
Top 20 Holdings ESG Summary
Company Weight % MSCI ESG Sustainalytics Carbon Int. Gov. Score Controversies 3M Momentum
RenewEnergy PLC 5.1% AAA 12.8 22 9.2 1 ↑ 0.3
BioPharm International 4.5% AA 18.4 45 8.8 0 ↑ 0.5
FinServ Holdings 4.2% AA 16.2 12 8.5 0 ↑ 1.2
TechManufacture Corp 3.8% A 24.5 118 7.2 2 ↓ 1.8
CleanWater Systems 3.3% AAA 11.3 38 9.4 0 ↑ 0.2
SustainAg Group 3.1% AA 15.7 156 8.6 0 ↑ 0.4
EcoPackaging Inc 2.9% AA 17.2 92 8.1 1
AgriTech Solutions 2.7% AA 16.8 134 8.3 0 ↑ 0.6
SmartGrid Tech 2.6% AAA 13.1 28 9.1 0 ↑ 0.8
Global Mining Ltd 2.4% BBB 32.6 412 6.8 2 ↓ 0.9
HealthTech Innovators 2.3% AA 18.9 34 8.7 0 ↑ 0.3
CircularEcon Materials 2.2% AA 19.4 78 8.2 0 ↑ 0.5
EduTech Global 2.1% AA 17.6 18 8.9 0 ↑ 0.2
GreenTransport Inc 2.0% AAA 14.2 56 8.8 0 ↑ 0.7
EcoCommerce Platform 1.9% AA 20.1 24 7.9 0
WasteToEnergy Corp 1.8% AA 19.8 142 8.1 0 ↑ 0.4
SolarPanel Manufacturers 1.7% AAA 12.5 32 9.0 0 ↑ 0.6
AffordableHousing REIT 1.6% AA 21.3 68 7.8 0 ↑ 0.3
BioFuels International 1.5% AA 18.7 198 8.4 0 ↑ 0.5
FinTech Inclusion 1.4% AA 16.9 15 8.6 0 ↑ 0.9
Data Sources: MSCI ESG Research • Sustainalytics • ISS Governance • Bloomberg ESG • Internal Impact Manager Reporting
Report Generated: January 8, 2025 • Next Update: February 1, 2025