New release SDI Private Markets Tool & Template
Earlier this year we launched the SDI Private Markets Tool & Template which has been developed to help users consistently and robustly classify their private market investments. To ensure full consistency with the SDI Classification for capital markets, we release quarterly updates of the tool & template, which ensures the latest product classification rules are supplied. Furthermore, each release provides updates and new functionality.
The latest release is now available featuring several new enhancements:
- SDI Private Markets Product Finder: Increased granularity has been added to the product search function, extending the product search to encompass around 1,000 different products and services.
- Classification Categories: Improved classification granularity to reflect updates to the SDI Classification Rules and inclusion of new products/services. This simplifies the classification exercise.
- Template Development: The template for new investments has been refined for greater flexibility in segmentation.
In keeping with the mission of accelerating investments to deliver on the Sustainable Development Goals the ability to capture contributions in all asset classes is one of our goals. The ability to consistently measure contributions across asset classes further adds to the ability of participants to review, monitor and allocate capital to aligned investments. The SDI Private Markets Tool provides a robust approach to measure the portfolio aligned with the public market coverage in the SDI classification.

SDI Private Markets Members
As part of the SDI Private Market Membership, you will not only gain access to the Tool & Template but also become part of the SDI Private Markets community which facilitates the exchange of knowledge and discuss challenges related to measuring private market contributions to the SDGs. We will announce the kick-off of community sessions in the near future. Based on feedback from community members, the SDI Private Markets Tool & Template will continue to evolve.
To apply for membership, simply complete the online membership application form.
Should you have any inquiries regarding the SDI Private Markets Membership or would like to experience a live demo of the SDI Private Markets tool & templates, please don't hesitate to reach out to us via email at private-markets@sdi-aop.org