Product offering: SDI Private Markets Membership
In keeping with the mission of accelerating investments to deliver on the Sustainable Development Goals we want to capture contributions in all asset classes. The ability to consistently measure contributions across asset classes further adds to delivering investment outcomes to end beneficiaries.
Whereas public market assets are held by many investors and have benchmarks with transparency on constituents, private market assets lack these features. It implies that portfolios are very diverse and may not overlap extensively. Moreover, information on proprietary investments is typically held confidentially, so that there is no data source the SDI AOP can rely on to extract the information necessary for classification. This therefore requires a different approach to enable users to start measuring their private market investments.
SDI Private Markets Membership
What's in it for you?
Access to the SDI Community
Access to the SDI Private Markets Tool & Templates
Support infrastructure to further develop common language
Functionality
Template to self-classify and/or to include investments that have been classified before. Reporting of portfolio summaries. Will continue to be developed based on member feedback.
Community
Interaction through meetings with peer investors in the SDI community to share best practices & use cases and to support functionality
Consistency
Regular rule and functionality updates to support consistency across (private market) assets
Support
Ability to engage with SDI AOP to further develop guidance (e.g. for 'edge cases')
SDI Private Markets Template
The Design Authority organisations involved in the SDI AOP have already been classifying private market assets for some time now and have built precedents on how they have implemented this for their portfolios. Together with the SDI taxonomy this forms the basis for the SDI Private Markets Template, which is aimed to guide users to classify their private market investments robustly and consistent with the public market classification approach.
