Outsourcing for Investment Managers

Principle for Responsible Investment - PRI

• Draft various ESG & sustainability policies

• Evaluate pre-investment Diligence

• Review of investor DDQs

• Aggregation of portfolio-level data and surveys

• Create an annual sustainability report for investors and AGM distribution

Carbon Emissions

• Identify sources of GHG emissions.

• Measure the management company’s carbon footprint.

• Calculate portfolio company scope 1 & 2 GHG emissions.

• Advise on energy management best practices

• Prepare GHG inventory reports, including CDP reporting

• Evaluate and update the responsible investment policy

• Calculate raw & weighted PRI score

• Prepare a GAP analysis to identify areas that can be improved

• Complete and submit PRI reporting questionnaires in the portal

ESG Consulting

Outsourcing for Corporations

ESG Consulting

• Respond to sustainability surveys

• Compete and submit CDP emissions reporting

• Set & report emission targets to SBTi

• Maximize the ecoVadis ESG scoring survey

• Draft an annual sustainability report for the shareholder AGM

Regulatory Reporting

• CSRD regulations

  • Identify CSRD policy gaps

  • Complete CSRD reporting

  • Work with outside auditors

• California climate reporting

  • Calculate the company’s carbon footprint

  • Identify climate risk factors

  • Work with outside auditors

• Establish governance and control structures over ESG information

• Develop environmental, human rights, supply chain and other ESG policies

• Calculate GHG emissions and help set emission targets

• Identify gaps in public company ESG ratings

ESG Reporting