Back to case studies
ESGCSRDESRS
Preparing for CSRD & ESRS Integration
Global Asset Manager
1,500+ employees
4 weeks
100%
Portfolio Coverage
95%
Data Quality
80%
Time to Validate
50+
Companies
The Challenge
A major asset manager with €200B AUM needed to prepare their portfolio companies for upcoming CSRD sustainability reporting requirements, integrating ESG data with ESEF filings.
Pain Points
- ✗No XBRL expertise for sustainability data
- ✗Complex ESRS taxonomy requirements
- ✗Integration of financial and ESG reporting
- ✗Portfolio-wide quality standards needed
- ✗50+ portfolio companies requiring support
The Solution
Implemented Xerify for dual IFRS/ESRS validation, providing portfolio companies with a self-service validation platform.
Key Features Used
ESRS 2024 taxonomy support
Combined ESEF + sustainability validation
Portfolio company portal
Bulk validation capabilities
ESG data quality scoring
Trend analysis across portfolio
The Results
100%
Portfolio Coverage
All companies onboarded
95%
Data Quality
First-pass validation score
80%
Time to Validate
Faster than manual review
50+
Companies
Using the platform
"CSRD compliance would have been a nightmare without Xerify. Now our portfolio companies can self-validate their sustainability reports before sending them to us."
Head of ESG
Global Asset Manager
Implementation Timeline
1
Platform SetupWeek 1
Multi-tenant configuration
2
Company OnboardingWeek 2-3
Batch company registration
3
TrainingWeek 3
Portfolio company training sessions
4
ProductionWeek 4
Full portfolio deployment
Ready to achieve similar results?
Start your free trial and see results within days, not months.