ESG Policy Development for Investors

Create an ESG policy true to your objectives, but enhanced by our extensive experience and best practice.

Without a robust ESG investment policy, institutions leave themselves open to all manner of investment and reputational risks. A bespoke policy based purely on your specific return and deployment objectives may feel like a better fit, but it can suffer from being too narrow, focused on your own institution’s past successes and failures and missing the opportunity to draw on a larger body of experience, across the asset class, and beyond.

Working with your team and your key stakeholders, our consultants will adapt our best practice ESG policy models to match your requirements. We consider the risk appetite and tolerances of your stakeholders while addressing specific investment strategies in your chosen areas of focus.

The result is an investment policy that helps you identify risks and opportunities before investment and also provides the information and tools to manage those that already exist (and may yet appear), in your portfolio, both at the fund manager and underlying company level.

USEFUL GUIDES

ESG Factors in Private Equity Investing

The Guide aims to assist fund managers and investors in understanding how the private equity market is treating ESG issues and how to quickly evaluate which policies meet specific requirements.

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