The training will focus on the practical & operational insights of building a successful ESG report and the use of the Invest Europe ESG reporting template from the LP & GP points of view.
The following topics will be covered:
Introduction to the Invest Europe ESG Reporting Guidelines
How to apply the ESG Reporting Template - Case study 1 – the VC angle: Astanor Ventures
Why does ESG data collection & reporting matter
How to use the ESG reporting template? How to tailor it to VCs?
What can/do GPs do with the data collected?
Challenges with ESG reporting
How to apply the ESG Reporting Template - Case study 2 – the LP perspective: Schroders Capital Management
Why does ESG data collection & reporting matter?
How to use the ESG reporting template from an LP perspective
What can/do LPs do with the data?
Challenges with ESG reporting
ESG reporting under SFDR: Examples of Article 8, 8+ and 9 reports
Looking forward – what is coming on CSRD and ISSB
Participants will acquire practical knowledge from industry experts, develop their skills and gain confidence in preparing ESG reports. The interactive workshop will provide you with the opportunity to discuss reporting with peers from all over Europe.
The training is designed for PE & VC professionals responsible for ESG reporting.
The course will take place online.
Thursday, 13 November
09:00 – 09:30 CET Introduction & objectives
09:30 – 10:45 CET Introduction to the Invest Europe ESG Reporting Guidelines
- Background: EU regulatory & other ESG reporting frameworks
- Content of the Invest Europe ESG Reporting Guidelines
- GP-LP ESG Reporting Template (overview, building blocks, specificities, independence, October 2022 -> July 2023)
- Alignment with other initiatives and legislation
- Next steps
10:45 – 11:00 CET COFFEE BREAK
11:00 – 11:45 CET How to apply the ESG Reporting Template - Case study 1 – the VC angle: Astanor Ventures
- Why does ESG data collection & reporting matter?
- How to use the ESG reporting template?
- How to tailor it to VCs?
- What can/do GPs do with the data collected?
- Challenges with ESG reporting
11:45 – 12:00 CET INFORMAL Q&A SESSION
Friday, 14 November
09:00 – 09:50 CET How to apply the ESG Reporting Template - Case study 2 – the LP perspective
- Why does ESG data collection & reporting matter?
- How to use the ESG reporting template from an LP perspective?
- What can/do LPs do with the data? How do they use the data collected?
- LP/GP perspective
- Challenges with ESG reporting
09:50 – 10:10 CET Networking coffee – informal networking in small groups
10:10 – 11:30 CET ESG reporting under SFDR
- Examples of Article 8, 8+ and 9 reports (per RTS or anonymised case)
- Article 8 report by Schroders Capital Management
- Article 9 report by Astanor Ventures
- Looking forward – what is coming on CSRD and ISSB
11:30 – 12:00 CET INFORMAL Q&A SESSION
To view the speaker profiles, please click here
Course Fee
Invest Europe Members: €630
Non-members: €900
*21% VAT will be added to Belgium-based participants.
The above prices include all material related to the training.
Payment
Participants are requested to pay by bank transfer or credit card. Registrations sent after 10 September 2025 should be paid by credit card.
To avoid any confusion, participants are requested to indicate clearly their names and addresses on transfer orders. Confirmation of registration and practical information will be sent after the registration is processed.
Cancellation
Cancellations can only be accepted if received by 10 September 2025. Fees (less 20% administrative charges) will then be refunded. After this date, delegates will be liable for the full fee.
In case of cancellation, a substitution between members of the same company is still possible at any time
The working language of the course will be English.