FINANCIAL INSTITUTION SUPPORT
Before you assess others, define your own yardstick.
Investors and regulators now expect you to assess the sustainability of the companies you finance — and, increasingly, the change those companies create. But a rating agency’s score was built for someone else’s purpose, and a borrowed indicator set will never quite line up with your own investment philosophy. We help you build ESG and impact into your investment and credit processes, in a form your own people can use when they decide. The work is grounded in hands-on investment experience, not in framework theory.
About this service
Impact assessment for investment decisions
Due diligence on the social and environmental change a target business creates — delivered inside the timeframe your decision allows, at a resolution that actually supports it.
Building ESG into how you already decide
ESG and impact perspectives worked into investment policies, due diligence checklists, and investment committee materials — placed to fit the flow you already have, rather than running alongside it.
Deciding what to measure
Logic models and theories of change for the companies you hold, with indicators chosen along their own pathway — informed by international frameworks rather than lifted from them.
Seeing across the portfolio
A way to collect, compare, and report non-financial information consistently across holdings, so what you measure comes back to the people making decisions.
Supporting your portfolio companies
Sustainability and impact work delivered to your investees, on your behalf or alongside your team.
Reporting to those who fund you
TCFD, SSBJ, PRI and other frameworks, and impact reports for your own investors and beneficiaries.
Bringing your teams up to speed
Practical sessions for investment and credit professionals, built around the deals they actually see.
FOR WHO?
PE, VC funds and impact investors
Where impact has to hold up at the investment decision and through the years of value creation that follow
Asset managers
Where ESG integration must survive contact with the investment process, and be explained to beneficiaries
Banks, regional financial institutions and insurers
Where credit judgement, underwriting and sustainable finance all need to rest on the same basis.
IMPACTS
Criteria you own, not criteria you borrow
A basis for judgement connected to your own philosophy, rather than a score built for someone else
Committee discussions with something to point at
Impact enters the room as material to weigh, not as an impression to argue about
Fewer things to measure, and ones you can defend
A narrower set along one clear pathway takes weight off both your team and your portfolio companies
Something specific to ask of your investees
You can tell a portfolio company what you expect, in terms it can act on
Service Timeline
Scope ranges from a few weeks to several months. Tell us what you need and by when, and we will work back from there.
Timeframes follow the decision the work has to serve.
Impact due diligence — aligned to your investment decision timeline
Building ESG into the process — we look at how you decide today, design criteria and templates around that flow, then stay with you while you run it on live cases
Logic models and indicators — worked through in stages with your team
Reporting — set against your own reporting calendar
What you receive: a due diligence report, proposed revisions to your investment policy and DD checklists, logic models and indicator definitions, monitoring templates, and your impact report
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