
BuildRI Research
Access the latest on responsible investment best practices, industry insights and a toolkit to accelerate your program.
Leverage Our Insights to Build Sustainable Value
Best Practices in the Private Equity & Limited Partner Communities
Unparalleled insights and clear actionable opportunities for responsible investors
Understand the responsible investment processes and activities of limited partners and middle market and global private equity firms. Our reports highlight the essential practices to create a foundational level program, peer highlights and industry data.
Both reports are complimentary for limited partners and private equity firms.
To access the report, please email katherine@buildesg.com.

Leverage our Benchmarking Data with the BuildRI Assessment and Index Scores
Get an on-demand view of your ESG management function’s performance vs. a benchmark peer group.
Access a customized action list to ensure your firm has a foundational-level ESG program.
Gain a clear understanding of where your responsible investment management stands against our proprietary maturity framework, which incorporates input from leading limited partners and ILPA.
Build a fact-based case to drive informed discussions for resource investment and cross-functional planning.
Spot performance gaps to tackle urgently — and get a graphical analysis to share with your ESG team.
To access the BuildRI Assessment, please email katherine@buildesg.com.
Build Trust with Investors and Customers
The BuildRI Trust Report
Features a venture capital or private equity firm’s ESG highlights, including policies, processes and programs on topics such as climate, diversity and cyber.
Utilizes ESG data and analysis from BuildRI’s assessment, maturity framework and benchmarking data.
Investment manager data include both publicly-disclosed and private sources.
If BuildRI scores are not available on a specific firm, limited partners may submit a request to BuildRI or the investment firm to complete a scoring assessment.
For investment managers, the report can be completed efficiently and is customizable to highlight the most pertinent responsible investment questions limited partners need.

Why the BuildRI Trust Report Matters:
- The Report benchmarks investment managers versus private equity and venture capital firms in North America and Europe.
- The Report demonstrates the maturity of fundamental responsible investment policies, processes and programs that limited partners are seeking.
- It is presented in an easy to understand, single-source document that can prevent multiple non-standardized and lengthy questionnaires from limited partners.
Learning & Productivity Tools

Practical, action-oriented guides and templates.
ESG and responsible investment can be confusing and overwhelming. We provide you with educational tools and templates to help your company learn the basics, identify action-items and start implementing responsible investment initiatives.
Introduction to ESG Training Presentation
Designed for Asset Managers and Portfolio Companies, the training presentation covers the basics of ESG, key drivers, and how to get started
Planning Template
Sample First Year & Multi-Year Outline of Action Plan Highlights
Standards & Frameworks
Standards and frameworks explained
On Which Areas Should I Focus?
A Guide to Materiality (Helping Companies Use Materiality to Guide Reporting & Prioritizing ESG Initiatives)
RI Board of Directors Checklist
Designed for Private Company Board of Directors
ESG Policy Template (Simplified & Advanced)
Sample ESG policies designed to be reviewed in conjunction with 3rd party advisors
Board or Leadership Reporting Template
One-page Dashboard Template for your Leadership Meeting
Captain Action Checklist
Designed for the ESG Captain of your private equity firm or SMB
Glossary
The basics of ESG terminology
ESG & Strategic Capital Allocation Guide
How to incorporate ESG considerations into your capital allocation decisions and mitigate risks encountered by others
Video Series: ESG Training
Training videos for Private Equity firms and SMBs with an introduction to ESG concepts, an overview of key drivers of ESG and suggestions for program implementation