In depth: Portfolio climate risk assessment for TCFD reporting
As a private equity firm focused on building sustainable UK businesses, CBPE recognised that climate change posed both material financial risks and strategic opportunities. With no in-house climate specialists, the firm turned to Sancroft to help assess the exposure of its portfolio companies and prepare for its first Taskforce on Climate-related Financial Disclosures (TCFD) report.
This case study explains how we helped CBPE:
- Conduct a portfolio-wide climate risk and opportunity assessment to identify key hotspots
- Evaluate material financial impacts across different climate scenarios and time horizons
- Deliver tailored insights to portfolio companies and foster engagement through a dedicated ESG workshop
- Draft public TCFD-aligned disclosures and support portfolio companies with individual reports
Thanks to this work, CBPE now has a robust understanding of climate risks and how they may affect business performance. The firm can confidently use these insights to enhance its investment strategy, support portfolio resilience and demonstrate transparent climate leadership.
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