ESG specialist services:
ESG Policies and Reporting:Our expert consultants help investors to produce ESG policies and stewardship reports aligned with best practices (such as those developed by the Principles of Responsible Investment), building on our experience working with clients from leading ESG and Stewardship teams at global institutions. Our consultants can advise on: key ESG themes to include, proxy voting guidelines, engagement priorities, and key trends in the field of responsible investment.
ESG Due Diligence: We work with private equity firms and other asset managers throughout the investment due diligence phase to identify material ESG factors, benchmark them against competitors, and identify areas to add value. We use our unique, systems-based approach to help our clients identify the right metrics to prioritize while looking at the wider system in which the portfolio company operates. We also work with our clients post-acquisition and throughout the ownership life cycle to measure, monitor, and report on ESG metrics.
ESG Integration: We provide tailored investment solutions, which help clients to maximize portfolio performance and capture opportunities to reduce risks through sustainable investments
Engagement Practices: We work with clients to determine which engagement activities will be of most value to the firm in both strategic and financial terms. We then assist them to ensure that these engagements produce the desired outcomes. We are very familiar with many of the most important collective engagement initiatives in this area and we can advise our clients on which of them to participate in.
Corporate Social Impact Funds: We advise corporates that have embraced this shift in expectations and seek to produce positive impact for their stakeholders. This can be through establishing corporate-funded impact investing funds or simply through implementing practices to measure and report on existing efforts.
Customized ESG Research:We work with our clients to help them make sense of it all by listening to their ESG goals, leveraging our team’s academic-based approach, and performing customized research to deliver precise solutions.