EcoRatings Survey - Travation

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- Step 1 of 17

What is your primary role? *

COO / Chief Operating Officer
Head of Operations / Director of Operations
Head of ESG / Chief Sustainability Officer
Portfolio Manager
Other

OTHER: What is your primary role? *

Approximately how many portfolio companies does your firm actively monitor for ESG performance? *

Fewer than 10
10–25
26–50
51–100
More than 100

How would you describe your current ESG due diligence process? *

Mostly manual (spreadsheets, ad-hoc data collection)
Partially automated (some tools, but significant manual effort)
Largely automated (dedicated platform or integrated systems)
Fully automated with AI/ML capabilities

How many hours per month does your team spend on ESG data collection and portfolio monitoring? *

Less than 10 hours
10–30 hours
31–60 hours
61–100 hours
More than 100 hours

What is your biggest operational challenge with ESG oversight today? (Select up to 2) *

Inconsistent data quality across portfolio companies
Keeping up with regulatory changes (SFDR, EU Taxonomy)
Lack of standardized ESG metrics across investments
Manual processes that don't scale with AUM growth
Difficulty proving impact to LPs with credible data
Identifying hidden ESG risks before they become material

When preparing for audits or LP reporting, how long does it typically take to compile ESG disclosures? *

Less than 1 week
1–2 weeks
3–4 weeks
5–6 weeks
More than 6 weeks

How confident are you that your current process keeps you compliant with SFDR Article 8/9 and EU Taxonomy requirements? *

Very confident - we're always audit-ready
Somewhat confident- we manage, but it's reactive
Not confident - we're often scrambling before deadlines
Unsure - we haven't been tested yet

In the past 12 months, have you discovered ESG-related risks in your portfolio that you wish you'd identified earlier? *

Yes, multiple times
Yes, once or twice
No, but we've had close calls
No, our monitoring catches issues early

How important is Scope 1, 2, and 3 carbon footprint data when evaluating new investments or monitoring existing portfolio companies? *

Critical—it's a core part of our thesis
Important—we track it but it's not the primary driver
Emerging priority—we're building capabilities
Not currently a focus

If you could automate one aspect of your ESG operations tomorrow, what would have the biggest impact? *

Initial due diligence on new investments
Ongoing portfolio monitoring and risk alerts
Regulatory compliance tracking (SFDR, Taxonomy)
LP reporting and impact quantification
Carbon footprint analysis (Scopes 1, 2, 3)

What's preventing your team from scaling ESG oversight as your AUM grows? (Select up to 2) *

Budget constraints for new tools/platforms
Lack of qualified ESG specialists to hire
Existing processes can't handle more complexity
Data from portfolio companies is too inconsistent
Leadership hasn't prioritized the investment
We're scaling fine—no major barriers

In an ideal world, how quickly should your team be able to generate a comprehensive ESG risk assessment on a new potential investment? *

Same day
2–3 days
1 week
2+ weeks
We don't have a target

How do you believe your ESG operations compare to other European impact investors of similar size? *

We're ahead of most peers
We're about average
We're behind where we should be
Unsure—that's why I'm taking this survey

What would make you consider adopting a new ESG platform or tool in the next 12 months? (Select all that apply) *

Proven ROI within 6–12 months
Significant time savings for my team
Better regulatory compliance confidence
Improved LP reporting capabilities
AI-powered risk identification
We're not considering new tools right now

Would you like to receive the full benchmark report when published? (Includes anonymized peer comparisons and operational best practices) *

Yes—send it to my email
No thanks

Email *

Would you be open to a brief conversation to discuss how your results compare to early findings? (No obligation—purely informational) *

Yes, I'd find that valuable
Maybe, depending on the results
No, just send the report

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