Looking forward
While this iteration of the Deloitte PE Index has focussed on consumer businesses, we intend to further automate data collection, and allow sponsors/companies to submit their data directly, allowing us to expand the number of companies and industries we analyse in future. The benefit of an independent, consistent peer read-across should enable the sector, as a whole, to continue to drive transformational impact.
As data quality and availability increases due to shifts in market expectations and widening regulations, such as the Corporate Sustainability Reporting Directive (CSRD), Task Force on Climate-Related Financial Disclosures (TCFD) and Task Force on Nature-Related Financial Disclosures (TNFD), the Deloitte PE Index scoring and ranking will become an ever more reliable benchmark for value creation in private markets.
The metrics we chose for assessment have been identified as being of critical importance to PE houses, investors, and companies, like those in the ESG in Private Capital Survey and the ESG Data Convergence Initiative.
In future iterations of the index, we look forward to adapting these measures and the baseline expectations behind them to focus more on action and improvement, as companies continue to embrace a wider definition of value in their strategies and operating models, and improve the transparency and reliability of sustainability reporting.
