For full details on the PMDR key concepts, how it can be implemented and examples of the PMDR in practice, please download the guidance below
Through its Alignment Scale, the Roadmap addresses three essential questions that determine how GPs classify portfolio companies:
- What measures has the company taken to reduce greenhouse gas emissions?
- Is there a recognized transition pathway for this company?
- Do the company’s operations enable the net zero transition?
Once a portfolio company has been classified on the Alignment Scale, the fund can comprehensively track and disclose the company’s decarbonization progress and its role in the transition to a low-carbon economy.
View the Alignment Scale below
To classify assets against the Alignment Scale and to put the PMDR into practice, please request the PMDR Support Tool.
The tool will enable portfolio classification and disclosure of key insights through various pragmatic visualisations directly in Excel, or through ready-to-paste data linked to PowerPoint templates. These templates can also be requested below.
Explore how PMDR can be applied in practice
Explore how PMDR can be applied in practice
Since the Roadmap’s initial release, numerous industry leaders have leveraged the PMDR to facilitate classification and disclosure of their portfolio companies’ decarbonization status quo and progress. See below a selection of public PMDR disclosures across the industry:
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3i group
Annual Report and Accounts 2024 (p. 66)
Donut chart showing status quo classification of 3i group’s portfolio along the Alignment Scale
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Astorg
2024 Sustainability Report (p. 41 & 85)
Status quo classification through a bubble chart of Astorg’s portfolio companies along the Alignment Scale based on vintage and carbon footprint, as well as bar chart showing portfolio progress from 2020 to 2023 based on number of portfolio companies
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Kohlberg & Company
Company website/LinkedIn post by Sustainability Head
Bar chart showing portfolio alignment progress from 2020 to 2023 based on number of portfolio companies
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Investindustrial
2023 Annual Review & Sustainability Review (p. 105)
Bar chart showing portfolio alignment progress from 2018 to 2023 based on share of invested capital
Annual Report and Accounts 2024 (p. 66)
Donut chart showing status quo classification of 3i group’s portfolio along the Alignment Scale
2024 Sustainability Report (p. 41 & 85)
Status quo classification through a bubble chart of Astorg’s portfolio companies along the Alignment Scale based on vintage and carbon footprint, as well as bar chart showing portfolio progress from 2020 to 2023 based on number of portfolio companies
Company website/LinkedIn post by Sustainability Head
Bar chart showing portfolio alignment progress from 2020 to 2023 based on number of portfolio companies
2023 Annual Review & Sustainability Review (p. 105)
Bar chart showing portfolio alignment progress from 2018 to 2023 based on share of invested capital