Customer Success Story

Streamlining carbon accounting: How a global investment firm enhanced ESG performance with Ideagen

This customer is a global investment firm focused on opportunistic credit and private equity opportunities across North America and Europe.

The problem

A global investment firm with over $18 billion in Assets under Management (AuM) needed an efficient way to manage its corporate carbon accounting.

The Vice President of Responsible Investment oversaw ESG performance across portfolio companies but lacked a streamlined solution to track the firm’s own emissions without diverting critical resources.

We needed a solution that would allow me to understand and manage our own firm’s greenhouse gas emissions profile, without compromising my focus on supporting portfolio companies with maximizing their ESG performance.

Vice President of Responsible Investment, Investment Firm

The benefits

By implementing Ideagen Carbon Accounting, the investment firm gained four key benefits:

Efficiency

AI-powered automation eliminated manual data collection, reducing resource strain.

Accuracy

A structured workflow ensured high-quality, complete emissions data.

Expert support

Dedicated strategic guidance helped the firm optimize carbon tracking.

Seamless integration

The web-based platform enabled quick onboarding with minimal effort from internal teams.

See why a global investment firm chose Ideagen Carbon Accounting for faster, better-quality emissions data processing and reporting

Read the Case Study

The outcome

The firm quickly established its baseline Scope 1 and 2 carbon accounts and is now expanding into Scope 3 emissions tracking. With automated, auditable carbon accounting in place, the firm can meet stakeholder expectations, maintain ESG leadership and focus on responsible investment goals.