Get started

Portfolio Manager

Tailored solutions for enhanced reporting and impact.

Who’s it for?

For PE firms, asset managers and large enterprises who want to empower their own value chain with improved sustainability data to drive action, impact and growth.​

Price:

POA

Portfolio Manager video thumbnail

Portfolio Management Solutions

Using our wealth of experience in the private equity sector, we work closely with our partners to develop and deliver responsible business strategies that pay.

In-house PE expertise icon

In-house PE expertise

Our solutions are driven by our in-depth understanding of PE markets and relevant ESG risks and opportunities for general partners (GPs) and limited partners (LPs).

Portfolio Manager icon

Portfolio Manager

Our dedicated private equity package, Portfolio Manager, provides tailored data collection and reporting solutions for investors, PE firms and asset managers.

Dynamic, intuitive tech icon

Dynamic, intuitive tech

Whether it’s enhancing stakeholder communications or identifying improvements by fund, our tech is built with your needs in mind.

Features that take you further

Our Portfolio Manager package includes…

  • Client onboarding workshop - including discussion re priorities, work done to date and areas of focus
  • Seamless business data collection via the Flotilla API
  • Employee Survey via our web app to calculate employee footprints and attitudes
  • Full carbon footprint calculation and report covering scopes 1, 2 & 3 (plus international) including employee carbon spend
  • Reporting and certification covering: GHG Emissions Report; Carbon Reduction/Net Zero Report; PPN06/21; SECR
  • Target setting and decarbonisation pathway, including interim targets, KPIs and analytics dashboard
  • Access metrics that matter - quickly download reports and dashboards to meet board and investor requirements.
  • Detailed project planning tool of actions, priorities and owners (Kanban & Gannt views)
  • Exclusive access to the Flotilla World platform, with supporting resources, policies and guides to help you act, engage and communicate
  • Upskill your workforce with Climate Literacy and IEMA training via the Flotilla Climate Academy
  • Access to Flotilla’s accredited and trusted sustainability tech partners and service partners
  • Showcase your commitment and success with our external certificates, statements and annual reports
  • Quarterly KPI tracking of performance including employee pulse surveys
  • Dedicated account manager - advisory led net zero strategy development and ongoing support including regular progress reviews

Further packages

Carbon Reduction Plans icon

Carbon Reduction Plans

Compliance-led carbon reporting made simple.

For all organisations who need to remain competitive and keep compliant whilst sharing metrics that truly matter.

Find out more
Net Zero Solutions icon

Net Zero Solutions

Long-term sustainability strategies.

For businesses who want to create long-term value by embedding sustainability practices that align with their cultural and commercial goals.

Find out more
Related Case Studies
View all
Working with Make It Wild image
Driving change in the logistics & supply chain industry image
Pacifica’s Path to Net Zero with Flotilla image
Technology and expertise to drive your sustainable business growth background image
Book your free demo

Technology and expertise to drive your sustainable business growth

Explore Flotilla World, access reports and see our market-leading technology in action.

Try our platform
Step by step pathway image