Membership

What does it mean for GPs to be part of this initiative? To participate, GPs agree to:

• Determine the funds/strategies that will be part of the initiative (while we recognize GPs may start with a subset of their investment strategies, the expectation is this will increase over time, as feasible)
• Change their internal data collection system to track the six categories of Metrics and associated segmentation/normalization metrics
• Abide by the Metrics Guidance document to the extent possible, and explain instances of deviation
• As requested, supply the EDCI metrics to LPs invested in a particular strategy, preferably using the standard template (available here)
• As soon as feasible, but by April 30 each year, provide to central aggregator the above data for the prior calendar year, anonymized by company
• Be publicly associated with the effort
• Encourage LPs to align with this effort
• Voluntary: serve on working groups or self-nominate to join the steering committee

What does it mean for LPs and IMs to be part of this initiative? To participate, LPs or Investment Managers agree to:

• On a best-efforts basis, where LP has relevant / overlapping ESG data requests to GPs, align definitions with the EDCI’s definitions
• Encourage underlying GPs to align with this effort
• On a best-efforts basis, encourage additional industry efforts to drive ESG information/data request convergence on a best-efforts basis
• Be publicly associated with the effort
• Voluntary: serve on working groups or self-nominate to join the Steering Committee