Financial

ESG integration

Create value through responsible investment

ESG investment is booming

ESG investment is booming, and financial services firms are increasingly realising the advantages of embedding sustainability and their role in optimising economic performance.

Today, ESG investments make up a significant proportion of the world’s professionally managed assets, totalling trillions of dollars. And that amount is growing every year.

This boom has considerable knock-on impacts to the finance world:

  • Regulation is becoming more comprehensive and specific, with mandatory compliance with disclosure frameworks, such as the Task Force on Climate-Related Disclosures (TCFD) and the Sustainability Finance Disclosure Regulation (SFDR).
  • Enhanced risk with ESG factors such as human rights and natural resource use now treated as material risks when evaluating the prospects and health of a company
  • Corporate responsibility is evolving, with ESG management increasingly seen as a critical component of long-term financial returns
  • Reputation which can be bolstered by ESG disclosure – is at risk if companies cannot back up their sustainability claims with data and facts

Our typical ESG integration projects have two stages:

Ambition and roadmap

Including:

  • Materiality assessment
  • Peer benchmarking
  • Regulatory scan
  • Current state baseline
  • Future state gap analysis

Key outputs:

  • Strategic ESG integration roadmap
  • Recommendations for a tailored ESG Framework
  • A clear set of prioritised actions for implementation, including specific tools, policies and procedures
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Implement, monitor, review and report

Including:

  • The creation of ESG tools, documents, guides and policies
  • Defining of ESG roles/committees and knowledge requirements

Key outputs:

  • Updated Responsible Investment (RI) policy
  • ESG Due Diligence Questionnaire
  • Onboarding process
  • Training workshops
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Get in touch

If you’d like tailored support and solutions to enhance ESG in your business, get in touch to find out how we can help.