{"id":20684,"date":"2026-08-18T10:03:38","date_gmt":"2026-08-18T01:03:38","guid":{"rendered":"https:\/\/codo.jp\/codostaging01\/?page_id=20684"},"modified":"2026-09-01T13:38:51","modified_gmt":"2026-09-01T04:38:51","slug":"financial-institution-support-en","status":"publish","type":"page","link":"https:\/\/codo.jp\/en\/financial-institution-support-en\/","title":{"rendered":"Financial Institution Support"},"content":{"rendered":"\n
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FINANCIAL INSTITUTION SUPPORT<\/h1>\n<\/div><\/div>\n\n\n\n
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Before you assess others, define your own yardstick.<\/h1>\n\n\n\n

Investors and regulators now expect you to assess the sustainability of the companies you finance \u2014 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.<\/p>\n\n\n\n

About this service<\/h2>\n\n\n\n

Impact assessment for investment decisions<\/strong>
Due diligence on the social and environmental change a target business creates \u2014 delivered inside the timeframe your decision allows, at a resolution that actually supports it.<\/p>\n\n\n\n

Building ESG into how you already decide<\/strong>
ESG and impact perspectives worked into investment policies, due diligence checklists, and investment committee materials \u2014 placed to fit the flow you already have, rather than running alongside it.<\/p>\n\n\n\n

Deciding what to measure<\/strong>
Logic models and theories of change for the companies you hold, with indicators chosen along their own pathway \u2014 informed by international frameworks rather than lifted from them.<\/p>\n\n\n\n

Seeing across the portfolio<\/strong>
A way to collect, compare, and report non-financial information consistently across holdings, so what you measure comes back to the people making decisions.<\/p>\n\n\n\n

Supporting your portfolio companies<\/strong>
Sustainability and impact work delivered to your investees, on your behalf or alongside your team.<\/p>\n\n\n\n

Reporting to those who fund you<\/strong>
TCFD, SSBJ, PRI and other frameworks, and impact reports for your own investors and beneficiaries.<\/p>\n\n\n\n

Bringing your teams up to speed<\/strong>
Practical sessions for investment and credit professionals, built around the deals they actually see.<\/p>\n\n\n\n

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FOR WHO?<\/h1>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n\n\n
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PE, VC funds and impact investors<\/h4>\n\n\n\n

Where impact has to hold up at the investment decision and through the years of value creation that follow<\/p>\n<\/div>\n\n\n\n

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Asset managers
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Where ESG integration must survive contact with the investment process, and be explained to beneficiaries<\/p>\n<\/div>\n\n\n\n

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Banks, regional financial institutions and insurers<\/h4>\n\n\n\n

Where credit judgement, underwriting and sustainable finance all need to rest on the same basis.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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IMPACTS<\/h1>\n<\/div><\/div>\n<\/div>\n\n\n\n
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Criteria you own, not criteria you borrow
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A basis for judgement connected to your own philosophy, rather than a score built for someone else<\/p>\n<\/div>\n\n\n\n

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Committee discussions with something to point at<\/h4>\n\n\n\n

Impact enters the room as material to weigh, not as an impression to argue about<\/p>\n<\/div>\n\n\n\n

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Fewer things to measure, and ones you can defend<\/h4>\n\n\n\n

A narrower set along one clear pathway takes weight off both your team and your portfolio companies<\/p>\n<\/div>\n\n\n\n

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Something specific to ask of your investees
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You can tell a portfolio company what you expect, in terms it can act on<\/p>\n<\/div>\n<\/div>\n\n\n\n

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Service Timeline<\/h2>\n\n\n\n

Scope ranges from a few weeks to several months. Tell us what you need and by when, and we will work back from there.<\/p>\n\n\n\n

Timeframes follow the decision the work has to serve.<\/p>\n\n\n\n

Impact due diligence<\/strong>\u3000\u2014\u3000aligned to your investment decision timeline
Building ESG into the process<\/strong>\u3000\u2014\u3000we 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<\/strong>\u3000\u2014\u3000worked through in stages with your team
Reporting<\/strong>\u3000\u2014\u3000set against your own reporting calendar<\/p>\n\n\n\n

What you receive:<\/strong> a due diligence report, proposed revisions to your investment policy and DD checklists, logic models and indicator definitions, monitoring templates, and your impact report<\/p>\n\n\n\n

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Get in touch!<\/h2>\n\n\n\n
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Contact Us<\/strong><\/a><\/div>\n<\/div>\n\n\n\n
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More Services<\/h2>\n\n\n\n
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CO-IMPACT BRIDGE<\/h5>\n<\/div><\/div>\n\n\n\n

See the value you already have.
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Learn more<\/h5>\n\n\n\n
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SECOND PARTY OPINION<\/h5>\n<\/div><\/div>\n\n\n\n

Investor trust depends on SPO.
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Learn more<\/h5>\n\n\n\n
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\u279c<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n
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TAILOR-MADE EDUCATION<\/h5>\n<\/div><\/div>\n\n\n\n

The right ESG knowledge, for the right people, at the right moment.<\/p>\n\n\n\n

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Learn more<\/h5>\n\n\n\n
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\u279c<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n
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<\/p>\n","protected":false},"excerpt":{"rendered":"

Before you assess others, define your own yardstick. Investors and regulators now expect you to assess the sustainability of the companies you finance \u2014 and, increasingly, the change those companies […]<\/p>\n","protected":false},"author":215924084,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_eb_attr":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"_EventAllDay":false,"_EventTimezone":"","_EventStartDate":"","_EventEndDate":"","_EventStartDateUTC":"","_EventEndDateUTC":"","_EventShowMap":false,"_EventShowMapLink":false,"_EventURL":"","_EventCost":"","_EventCostDescription":"","_EventCurrencySymbol":"","_EventCurrencyCode":"","_EventCurrencyPosition":"","_EventDateTimeSeparator":"","_EventTimeRangeSeparator":"","_EventOrganizerID":[],"_EventVenueID":[],"_OrganizerEmail":"","_OrganizerPhone":"","_OrganizerWebsite":"","_VenueAddress":"","_VenueCity":"","_VenueCountry":"","_VenueProvince":"","_VenueState":"","_VenueZip":"","_VenuePhone":"","_VenueURL":"","_VenueStateProvince":"","_VenueLat":"","_VenueLng":"","_VenueShowMap":false,"_VenueShowMapLink":false,"footnotes":""},"class_list":["post-20684","page","type-page","status-publish","hentry"],"yoast_head":"\nFinancial Institution Support - Codo Advisory<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/codo.jp\/en\/financial-institution-support-en\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Financial Institution Support - Codo Advisory\" \/>\n<meta property=\"og:description\" content=\"Before you assess others, define your own yardstick. 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