Résumé
Beyond compliance, how does extra-financial data become a performance lever for funds and their holdings?
In this replay of this first SIAI2025, Clara Deniau (Citizen Capital) and Simon Ruchaud (Siparex) deconstruct preconceived ideas about data collection.
💡 The key points of their analysis:
🔹 The fundamental nuance: Impact targets problem-solving by the core business (the "tailor-made"), where ESG analyzes responsible behavior and risk management (the "generic").
🔹 A financial view of risk: The relevant approach is to see ESG as "off-balance sheet debt": invisible until the risk materializes, but decisive for long-term valuation.
🔹 The tool is not the strategy: AI is a powerful productivity lever, but it doesn't solve data quality ("Garbage in, Garbage out").
The priority remains defining relevant metrics.
The goal? No longer to be subjected to compliance, but to transform the constraint into a business opportunity for investments.
A rich exchange for private equity players wishing to make their extra-financial approach more reliable.
