Understand ESG Risks of Assets Under Management

Achieve better risk-adjusted returns over time

Who cares wins. Responsible investing is widely understood as the integration of environmental, social and governance (ESG) factors into investment processes and decision-making. ESG factors cover a wide spectrum of issues that traditionally are not part of financial analysis, yet may have financial relevance. This might include how corporations respond to climate change, how good they are with water management, how effective their health and safety policies are in the protection against accidents, how they manage their supply chains, how they treat their workers and whether they have a corporate culture that builds trust and fosters innovation.

Combine Qualitative and Quantitative Data Across ESG Integration Activities

ESG integration is increasingly seen as part of fiduciary duty. And the dialogue between investors coming with ESG in mind, and corporations which have developed sustainability / CSR programs for decades is far from easy. What’s at stake today is three folds : Keep up to speed with financial relevance of ESG issues, Gain clarity on priority areas where to focus dialogue and efforts between investors and issuers, and Go deeper on priority issues to connect financial relevance with real economy pertinence.

Engage issuers, investors, business partners and stakeholders

We have tools, methods and credentials to engage issuers, investors, business partners and other stakeholders. We know how to assess broad and complex interconnected themes, and identify materiality. We know how to navigate between actual field and operations and sophisticated financial models. We know how to connect the dots between investors and operations across ESG themes.

Upgrade Management Systems Across Phases
of Financial Investment and Operational Management

SDG priorities and Business implications

Sustainable Development Goals offer a broad set of issues. Translating these broad issues into specific business relevant ESG priorities across Policies, Guidelines, Expertise, Governance is no easy task – all the more across all phases of investment decisions. Also, the fast development of machine learning solutions is calling for even more vigilance and scrutiny when it comes to ESG factors: Covering a wide spectrum of issues that traditionally are not part of financial analysis, and several issues are interconnected. Business decision recommendations valuing some criteria based on artificial intelligence assessments may very well underestimate devaluation likely to be expected across several other criteria. Qualitative expertise is critical to calibrate tools and refine assessments guiding business decisions. Quantitative assessment led by big data and artificial intelligence alone is insufficient to draw pertinent ESG conclusions: This needs to be complemented with some targeted qualitative assessment

ESG criteria driving targeted priorities

You don’t need to reinvent the wheel. Instead, embedding ESG criteria across all critical aspects of your management systems must build on your broad management system and just strengthen what’s pertinent in a targeted manner. This is what drives adoption across relevant teams and operations. This is what makes ESG considerations truly embedded across day to day strategic and operational decisions: organization and accountability, policies and guidelines, training and tools, KPIs and impact measurement driving continuous improvement

Tools, methods, credentials

We have tools, methods and credentials to conduct the necessary assessment and help you define your priorities as well as critical hotspots. We can work together to provide the pertinent transfer of expertise, and upgrade all aspects of your management systems needed to better perform and report on how you lead decisions and operations factoring pertinent ESG considerations

Working with us

Working with us, you build on your existing corporate culture and management systems to drive the people change management dynamic you need to build more sustainability resilience as well as greater inclusiveness in the way your organization and staff make business decisions and lead operations across markets and departments