We are delighted to once more be recognised as a top performer in the Orbis Advisory Private Equity Sustainability Index 2025.
The Orbis Advisory Index is now in its fourth edition, and this year assessed 81 mid-market PE firms listed in the UK Private Capital’s membership directory.
The Index assesses PE firms along two dimensions, namely responsible investment and in-house ESG performance:
- Responsible Investment: the extent to which managers incorporate ESG into the management of their portfolio, including during investment decisions, ownership and exit.
- In-House ESG performance: how the manager integrates ESG considerations into their internal business operations.
This year we are proud to have achieved tenth place out of 81 firms, which is testament to our responsible investment practices and internal policies. Key things which the panel highlighted included our in-house framework and reporting for responsible investment practices; the inclusion of ESG performance in exit documentation; our strong alignment with external ESG frameworks such as UN PRI, TCFD, EDCI and iCI; our Net Zero Plan and our economic and social impact analysis.
Rupert Clark-Lowes, Co-Founder and MD of Orbis Advisory said: “We are delighted to release the fourth edition of the Orbis Advisory Private Equity Sustainability Index – showcasing responsible investment best practices and insights across mid-market private equity firms.
“NorthEdge have once again been recognised as a top performer in the Index, despite the rest of the top performers being much larger firms. This is real testament to their approach – what made them stand out was their integrated ESG strategy and focus on reporting, alongside their support of external initiatives and their ongoing economic and social impact analysis.”
Speaking on the release of the index, Lucie Mills said: “It’s great to once again be ranked as a top performer in the Orbis Transparency Index. We are particularly proud to be the only lower mid-market, regional, private equity firm featured in the top ten – demonstrating our culture, behaviours and processes are consistent with those of much larger managers.
“We believe that by focusing on material ESG themes, we can support our portfolio to drive improved operational and commercial performance – which translates into higher quality of earnings, greater resilience, reduced risk, and ultimately enhanced strategic value.”
At NorthEdge, our mission is that every investment we make will have a positive impact. Having embraced ESG since our inception, it has evolved to become a key component of our investment process and portfolio management approach – as well as being core to how we run our business. We take our responsibilities as employers and investors seriously, because we want to be a great place to work for our people and because our job is to create sustainable value for all stakeholders.
View our latest Sustainability Report to learn more about our approach to ESG and our commitments so far.
For further information and to read the full ESG Transparency Index, please visit www.orbisadvisory.com.