CSRD in the Portfolio

Private Equity firms seek to help obligated portfolio companies prepare their first sustainability reporting aligned to the EU Corporate Sustainability Reporting Directive (CSRD). However, resources and budget are scarce, and most sponsor-backed companies do not need to report until FY2025. This creates the temptation to delay efforts. But the amount of work needed to prepare compliant disclosures means the time to begin CSRD workstreams is now. 

This live panel discussion featured Daniel D’Ambrosio, ESG Partner from law firm Kirkland & Ellis; Steve Hatfield, Co-Head of Global Sustainability at Carlyle; Nathalia Millan, Head of ESG for Private Equity at Tikehau Captial, and Anthesis CSRD expert Annika Sjöberg as we discussed the challenges facing private equity portfolios and best practice solutions we are seeing in the marketplace. 

Inside the webinar

The speakers share practical insights on:

• Different types of portfolio companies — from proactive to unprepared — and tailored approaches to support each on their reporting journey.
• Tackling challenges around double materiality assessments, fragmented data collection, and the need for auditable assurance processes.
• Legal and fund-level considerations, including consistency of disclosures with investor commitments and managing reputational risk.
• Strategic opportunities to embed sustainability into business models, turning regulatory compliance into a source of differentiation and long-term value creation.

Discover how private equity firms and their portfolio companies can move beyond compliance to drive resilience and value under CSRD.