Our Solutions

Governance | Stewardship | Sustainability

Our Solutions

Governance | Stewardship | Sustainability

Our Solutions

Governance | Stewardship | Sustainability

The core of our services is operationalizing governance, stewardship and sustainability.

As an investor-focused firm, our team provides expertise in the design and execution of strategies for evaluating environmental, social and corporate governance (ESG) factors in investment decision-making, and supports engagement between investors and their portfolio companies.

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Institutional Investors

Asset Managers

  • Stewardship diagnostics - benchmarking and evaluation
  • ESG Integration – reinforcing strategy and decision-making, ESG KPIs, ESMS, tools and templates, implementation support
  • Stewardship capacity-building
  • Investment origination support – ESG data and analytics, prospect sustainability due diligence and investment decision-making support
  • Portfolio engagement - ESG data and analytics, investee sustainability assessment, direct engagement with portfolio companies, including thematic, company-specific and cross-portfolio dialogue
  • Stewardship reporting

Asset Owners

  • Stewardship mandate formulation –
    benchmarking and evaluation
  • Asset manager stewardship reporting analytics
  • Stewardship and LPAC capacity-building
  • Asset manager selection and due diligence – manager ESG mandate reviews
  • Asset manager ESG integration assessment
  • Thematic portfolio engagements

Impact Investors

  • Impact strategy diagnostics – benchmarking and evaluation
  • Impact strategy integration – reinforcing strategy and decision-making, ESG KPIs, ESMS, tools and templates, implementation support
  • Capacity-building
  • Investment origination support – ESG data and analytics, prospect sustainability due diligence and investment decision-making support
  • Portfolio engagement - ESG data and analytics, impact evaluation, direct engagement with portfolio companies, including thematic, company-specific and cross-portfolio dialogue
  • Stewardship/Impact Principles verification and reporting

Development Finance Institutions

  • ESG integration tools and frameworks – designing and improving specialized corporate governance and E&S methodologies and toolkits tailored to particular regions, markets, industries, ownership patterns and size and stage of company development
  • ESG capacity-building – for investment and ESG professionals, board nominees and LPAC appointees
  • CG and E&S thematic research
  • Investment origination support – ESG data and analytics, sustainability due diligence and investment decision support to direct and fund investments
  • Portfolio engagement - ESG data and analytics, investee sustainability assessment, direct engagement with portfolio companies, including thematic, company-specific and cross-portfolio dialogue
  • Fund manager stewardship due diligence and reporting
  • ESG advisory services support – technical assistance program design, management and implementation on ESG, corporate climate governance, climate finance and related themes

Institutional Investors

Asset Managers

  • Stewardship diagnostics - benchmarking and evaluation
  • ESG Integration – reinforcing strategy and decision-making, ESG KPIs, ESMS, tools and templates, implementation support
  • Stewardship capacity-building
  • Investment origination support – ESG data and analytics, prospect sustainability due diligence and investment decision-making support
  • Portfolio engagement - ESG data and analytics, investee sustainability assessment, direct engagement with portfolio companies, including thematic, company-specific and cross-portfolio dialogue
  • Stewardship reporting

Asset Owners

  • Stewardship mandate formulation –
    benchmarking and evaluation
  • Asset manager stewardship reporting analytics
  • Stewardship and LPAC capacity-building
  • Asset manager selection and due diligence – manager ESG mandate reviews
  • Asset manager ESG integration assessment
  • Thematic portfolio engagements

Impact Investors

  • Impact strategy diagnostics – benchmarking and evaluation
  • Impact strategy integration – reinforcing strategy and decision-making, ESG KPIs, ESMS, tools and templates, implementation support
  • Capacity-building
  • Investment origination support – ESG data and analytics, prospect sustainability due diligence and investment decision-making support
  • Portfolio engagement - ESG data and analytics, impact evaluation, direct engagement with portfolio companies, including thematic, company-specific and cross-portfolio dialogue
  • Stewardship/Impact Principles verification and reporting

Development Finance Institutions

  • ESG integration tools and frameworks – designing and improving specialized corporate governance and E&S methodologies and toolkits tailored to particular regions, markets, industries, ownership patterns and size and stage of company development
  • ESG capacity-building – for investment and ESG professionals, board nominees and LPAC appointees
  • CG and E&S thematic research
  • Investment origination support – ESG data and analytics, sustainability due diligence and investment decision support to direct and fund investments
  • Portfolio engagement - ESG data and analytics, investee sustainability assessment, direct engagement with portfolio companies, including thematic, company-specific and cross-portfolio dialogue
  • Fund manager stewardship due diligence and reporting
  • ESG advisory services support – technical assistance program design, management and implementation on ESG, corporate climate governance, climate finance and related themes

Lenders and Underwriters

  • Sustainability diagnostics – benchmarking and evaluation
  • Sustainability integration – reinforcing strategy and decision-making, ESG KPIs, ESMS, tools and templates, implementation support
  • ESG for high-impact lending (clean energy, process efficiency, women-led businesses), analysis of sectoral exposure to key E&S risks (particularly climate change and water availability) 
  • Sustainability capacity-building
  • Lending origination engagement – ESG data and analytics, prospect sustainability due diligence and investment decision-making support
  • Portfolio borrower engagement - ESG data and analytics, borrower sustainability due diligence, direct engagement with portfolio companies, including thematic, company-specific and cross-portfolio dialogue
  • Sustainability reporting, including TCFD compliance

Lenders and Underwriters

  • Sustainability diagnostics – benchmarking and evaluation
  • Sustainability integration – reinforcing strategy and decision-making, ESG KPIs, ESMS, tools and templates, implementation support
  • ESG for high-impact lending (clean energy, process efficiency, women-led businesses), analysis of sectoral exposure to key E&S risks (particularly climate change and water availability) 
  • Sustainability capacity-building
  • Lending origination engagement – ESG data and analytics, prospect sustainability due diligence and investment decision-making support
  • Portfolio borrower engagement - ESG data and analytics, borrower sustainability due diligence, direct engagement with portfolio companies, including thematic, company-specific and cross-portfolio dialogue
  • Sustainability reporting, including TCFD compliance

Policy Makers

  • Policy support on governance, stewardship and sustainability from the practitioner’s perspective
  • CG and ESG thematic research  
  • Support in the formulation of governance, stewardship and sustainability standards and codes
  • CG/ESG/Stewardship rating frameworks  
  • Support in the development and implementation of Environmental and Social Management Systems (ESMS) for infrastructure projects (PPP), aligned to international best standards
  • Support in defining roles and responsibilities among stakeholders and guidance tools for implementation

Policy Makers

  • Policy support on governance, stewardship and sustainability from the practitioner’s perspective
  • CG and ESG thematic research  
  • Support in the formulation of governance, stewardship and sustainability standards and codes
  • CG/ESG/Stewardship rating frameworks  
  • Support in the development and implementation of Environmental and Social Management Systems (ESMS) for infrastructure projects (PPP), aligned to international best standards
  • Support in defining roles and responsibilities among stakeholders and guidance tools for implementation

Investment Professionals

  • Stewardship, CG, corporate climate governance and sustainability in-person and blended learning courses  

Investment Professionals

  • Stewardship, corporate governance, corporate climate governance and sustainability in-person and blended learning courses  

Our Process

We follow a rigorous and iterative process to ensure our services are tailored to clients’ needs, strategy and perspectives, following an engagement cycle leading to the mountaintop
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Our Process

We follow rigorous and iterative process to ensure our services are tailored to clients’ needs, strategy and perspectives, following an engagement cycle leading to the mountaintop
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