ESG Policy, Training & Initiatives

We are perfectly positioned to help you establish a robust and meaningful ESG programme, without the time and headcount burden that would otherwise be required. We offer a range of services which can be tailored to suit your needs.

ESG Policy Basics

Working closely with all business units to produce ESG policies tailored to your organisation. This may include:

ESG policy development covering firm and fund level, including procedures documentation and process design.
Understanding the regulatory landscape and what is in scope, includes SFDR, EU Taxonomy, TCFD, UK Stewardship Code, SEC Climate Rules, SFC climate related risk disclosures and ISSB.
Investment process alignment with ESG frameworks.
Climate planning, climate strategy, carbon foot printing, reduction plan and commitments.

ESG & DEI Training

Ongoing training forms a core part of the implementation of ESG principles. We create bespoke training modules tailored to your business, taking into account the competing time pressures faced by your staff.

Topics include:

Introduction to ESG
ESG and the Regulatory Context
Diversity, Equity and Inclusion
Climate
Human Rights
Custom Modules

Advanced and refresher courses can be scheduled annually to keep your staff up to date with the evolving landscape.

ESG Initiative Implementation

We will help you develop and implement initiatives at the organisation / management company level that demonstrate your commitment to ESG to your investors, in line with your ESG policy. These may be short- or long-term in scope and can include an ongoing action plan.

How We Work

ESG Policy, Training & Initiatives