Carbon footprints across a portfolio.

Written for the person at a fund who has to report portfolio emissions to investors each spring, and who currently gets a different spreadsheet, on a different method, from every company. Térrea does the collection and the calculation for each company, and the fund sees all of them on the platform.

What the fund sees

Each portfolio company is set up on the platform with its own footprint for the reporting year, and the fund's team has access to all of them. For any company you can open a figure and see the activity data it came from, the emission factor and its year, and the result. Every line is marked as activity-based, estimated, spend-based or entered manually, so you can tell how solid a company's number is before you pass it on. It is the same record described on our methodology page.

What we do

We contact each company's finance lead, tell them which records we need, and prepare the data ourselves. Every company is calculated on the same method and the same factor sets, so the figures can be added up and compared. A carbon-accounting specialist reviews each footprint, and we tell the fund when a company's figures are final. Until then they are work in progress.

When a submission needs a file

Investor templates and data requests still arrive as spreadsheets. Each footprint exports to Excel, so the figures in a submission come straight from the record on the platform.

What you pay

You pay for each footprint we deliver. If we deliver one late, it is free, provided that company's data reached us by the date we agreed with them.

What it does not cover

The platform calculates Scope 1, Scope 2 and Scope 3 categories 1 to 8 for each company. It does not calculate the fund's own financed emissions. Our review is not independent assurance.

Timing

Most funds report portfolio data in April. For an April deadline we need to start with the companies in January.