Background
As OIC's portfolio grew and LP expectations around ESG disclosure increased, the firm partnered with KEY ESG in 2024 to bring its responsible investment program onto a single, centralized platform built to scale alongside OIC's own growth.
One platform for a growing portfolio
KEY ESG gives OIC a centralized home for its responsible investment program, from data collection at the asset level through to LP-ready reporting at the fund level. Across five funds and a portfolio that continues to expand, the platform lets OIC bring new portfolio companies on board without disrupting the reporting cadence already in place.
A deal team onboarded in two weeks
OIC's onboarding was structured across eight sessions designed to align the full deal team on reporting requirements. KEY ESG delivered dedicated sessions for both OIC's deal team and its portfolio companies, taking the program from initial setup to live reporting in just two weeks.
A bespoke framework for infrastructure
OIC worked with KEY ESG to configure a custom reporting framework tailored to the specific character of its portfolio, with automatic carbon calculations built in to reduce manual effort across a large, diverse group of portfolio companies.
The configuration includes:
-1 bespoke framework tailored to OIC's portfolio
-15 custom metrics configured to OIC's requirements
-150+ metrics, with automatic carbon calculations
-27 portfolio companies and 5 funds
-73 users across the deal team and portfolio
Looking ahead
OIC's program continues to evolve. With its reporting now on one platform, the firm has a centralized data foundation to draw on for progress tracking and operational insight, and is working with KEY ESG to explore how AI can add further value across its sustainability workflows.
