A.P. Moller Capital is a fund management company investing in critical transport, logistics and energy infrastructure in growth markets. A.P. Moller Capital currently manages two funds, a 2017 vintage Article 8 fund under the Sustainable Finance Disclosure Regulation (SFDR), and a 2022 vintage Article 9 fund with social and environmental investment objectives.
As an EU-based fund manager, A.P. Moller Capital must comply with SFDR obligations, including reporting on principal adverse impacts. In addition to regulatory reporting requirements, A.P. Moller Capital also collects fund-level KPIs to monitor the ESG performance and impact of its portfolio companies. This leads to a complex set of reporting requirements for portfolio companies operating in markets where legislation may not align with EU standards.
Carmen Navarro, Head of ESG at A.P. Moller Capital, explained the desire to enhance the reporting and data collection processes as the company continues to grow. It was determined that the KEY ESG software could assist with the accurate and efficient collection of ESG data across their portfolio.
“We set out originally to improve efficiency at the fund manager level and have been delighted to see efficiency improvements trickle down to the portfolio company level and deliver added value.”
A.P. Moller Capital is a fund management company investing in critical transport, logistics and energy infrastructure in growth markets. A.P. Moller Capital currently manages two funds, a 2017 vintage Article 8 fund under the Sustainable Finance Disclosure Regulation (SFDR), and a 2022 vintage Article 9 fund with social and environmental investment objectives.
As an EU-based fund manager, A.P. Moller Capital must comply with SFDR obligations, including reporting on principal adverse impacts. In addition to regulatory reporting requirements, A.P. Moller Capital also collects fund-level KPIs to monitor the ESG performance and impact of its portfolio companies. This leads to a complex set of reporting requirements for portfolio companies operating in markets where legislation may not align with EU standards.
Carmen Navarro, Head of ESG at A.P. Moller Capital, explained the desire to enhance the reporting and data collection processes as the company continues to grow. It was determined that the KEY ESG software could assist with the accurate and efficient collection of ESG data across their portfolio.
“We set out originally to improve efficiency at the fund manager level and have been delighted to see efficiency improvements trickle down to the portfolio company level and deliver added value.”