How does the Wachstumfonds Deutschland request data?
For the 2024 reporting cycle, most European investors have agreed to align around a common data structure and a standardized set of requested information for ESG and portfolio reporting. Invest Europe, in collaboration with many partners, has developed a new standardized Excel template (The template can be found here). The Wachstumsfonds Deutschland has adopted this template for their reporting needs. This means you can use the Invest Europe Template to report your data directly to the Wachstumsfonds.
How can I export the template?
You can find the export directly in your account:
- Go to the Disclosure tab.
- In the top right, click Export.
- In the "Export Standard" dropdown, select Official Invest Europe Template
- Click on Export
- The export will automatically download.
Make sure to submit all tasks in your account before exporting, so that all relevant information is included in the export. You can use the bulk submit feature to quickly submit multiple tasks at once.
Reporting details to consider for the Wachstumsfonds Deutschland
While the Wachstumsfonds uses the Invest Europe Template, there are a few specific differences you should be aware of:
-
Portfolio Data Only:
The Wachstumsfonds only requests portfolio-level data.
➔ You only need to share the aggregated portfolio sheet of your funds.
-
Limited Disclosures:
Although you can share the full Invest Europe export, the Wachstumsfonds only requires specific disclosures.
➔ If you prefer to limit data sharing, you will need to manually remove any information not requested by the Wachstumsfonds from the export.
Reminder: Please make sure to review the specific reporting requirements communicated to you by the Wachstumsfonds before sharing your export.