EC3: Entity Commencement Date

Maximum Score

Not scored

Input Method

Assessment Portal

Prefill

Eligible

Scoring method

Not scored

Validation

None

2026 Updates

None

---

Entity commencement date

Year: ____________________

Assessment Instructions

Intent: What is the purpose of this indicator?

Describe the activity year of commencement or the establishment date of the entity.

Input: How do I complete this indicator?

Provide the year of commencement/establishment.

Terminology

Year of commencement

The year in which the reporting entity began investing in the market. If a listed entity is delisted (i.e., taken private) but remains under the same management, the date of original commencement can be used for “date of first closing” for the new non-listed entity. If the entity is taken private by a new management company, the first day of closing should be the date of privatization. This information is not used for scoring and used for context only; portfolio vintage may affect the ability to implement ESG policies and strategies.

Year of establishment

A date specified by the manager on which the vehicle is launched, the initial capital subscription is completed, and the commitment period commences.

Validation: What evidence is required?

Evidence not required.

Scoring

This indicator is not scored.

---