Driving Enhanced Transparency for Sustainability

The Integrated Disclosure Project (IDP) Templates provides borrowers with a harmonised and standardised means to report sustainability information to their lenders.  Use of the Templates will streamline the disclosure process for borrowers and enable lenders to receive consistent data from sponsored and non-sponsored borrowers across the private credit, syndicated and real estate loan markets. By providing a global baseline for sustainability-related information requests in private credit, sysndicated and real estate debt transactions, the Templates will encourage more consistent reporting and support material comparison across the industry.

The IDP Templates offer advantages to all market stakeholders:

• For investors: the IDP templates will improve the consistency of disclosure to investors, enhancing their ability to identify industry-specific sustainability risks (sourced from SASB Standards) in their credit portfolios and compare data across alternative asset managers more consistently. 
• For borrowers: the IDP template will provide borrowers with greater certainty on the sustainability indicators that are most relevant to lenders. This will allow borrowers to concentrate on these disclosures rather than respond to a multitude of similar questionnaires. 
• For credit fund managers: the IDP templates will support the ability of credit fund managers to engage with borrowers and issuers on disclosure as well as develop efficient investor reporting processes.

Acknowledgements

The IDP thanks Sanaz Raczynski of Kohlberg & Co. and Allison Spector of One Rock Capital for their valuable seminal work mapping existing industry reporting frameworks which supported the development of the IDP templates.

The IDP would like to thank the following firms for their insights and contributions which have made the development of the IDP Templates possible:

• Allianz Global Investors
• Angelo, Gordon & Co.
• Apollo Global Management Inc.
• Arcmont Asset Management Limited
• Ares Management
• Beach Point Capital Management LP
• The Blackstone Group
• Carlyle
• Chenavari Credit Partners LLP
• Churchill Asset Management
• CIFC Asset Management
• Credit Suisse Asset Management
• CVC Credit Partners
• Francisco Partners
• Hayfin Capital Management LLP
• HPS Investments Partners, LLC
• Intermediate Capital Group PLC
• Invesco Senior Secured Management, Inc.
• Kimura Capital LLP
• KKR
• M&G Investment Management LTD
• Newmarket Capital
• Oak Hill Advisors, LP
• Oaktree Capital Management
• Railpen
• Revolution Asset Management
• Tikehau Capital
• Virginia Retirement System
• Voya Investment Management
• White Oak Global Advisors 

The IDP would also like to acknowledge the valuable contribution of Oak Hill Advisors in the development of the IDP Industry-specific Methodology. The IDP Industry-specific Methodology is explained in detail here.

Learn More About IDP

Launch of the IDP Real Estate Debt Template

• March 9, 2026

Join us for a webinar marking the publication of the IDP Real Estate Debt Template, developed in response to market demand for greater consistency in sustainability-related disclosure in real estate debt transactions.

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IDP is now on LinkedIn

• March 9, 2026

We are pleased to announce the launch of the Integrated Disclosure Project (IDP) LinkedIn page.

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IDP Template Changes

• April 11, 2025

The IDP has updated its standardized reporting template (the “Template”) to incorporate additional sustainability metrics that further align the question set and analytical framework with the ESG Data Convergence Initiative (“EDCI”), the General Partner-Limited Partner initiative aimed at standardizing and collecting sustainability data in private equity.

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