Home – Case Studies – ESG Data Management for Corficolombiana’s Investment Portfolio
Transforming ESG Data Management
For Corficolombiana’s Diverse Investment Portfolio with Mero
Home – Case Studies – ESG Data Management for Corficolombiana’s Investment Portfolio
For Corficolombiana’s Diverse Investment Portfolio with Mero
Previously, ESG information from each portfolio company was collected and consolidated annually using Excel sheets, which were sent via email to the holding company. This process was time-consuming and prone to errors.
Mero was implemented to systematically gather ESG data from each portfolio company using customised, industry-specific forms. This setup enables continuous, accurate assessments of both individual investments and the overall portfolio, identifying opportunities for growth and potential risks.
Information was consolidated using Excel sheets sent via email to the Holding company. This process was labor-intensive, with results only available annually and with a high margin of error.
Challenge:
Corficolombiana, one of Colombia’s largest financial corporations, operates across five key economic sectors: Infrastructure, Energy and Gas, Financial Services, Hospitality, and Agribusiness. With investments spread across these diverse sectors, there was a critical need to centralise ESG data to streamline management processes and improve the efficiency and structure of reporting.
Mero was customised to collect ESG information from each portfolio company via standardised forms tailored to the industries in which Corficolombiana invests. This setup facilitates individual performance assessments for each investment while also enabling a comprehensive analysis of the entire portfolio.
Using specialised systems like Mero to monitor ESG indicators across various investments is essential for generating actionable insights. This approach supports ongoing, precise evaluations of investment performance, helping to identify areas for improvement and flag potential risks.
Find out how Mero can transform your business
Explore how Mero can empower your organisation’s ESG data management and help meet compliance needs seamlessly. Book a demo to see firsthand how Mero can support your journey to effective ESG data management.
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