Services

ESG Tracker and Impact Services for Funds

An integrated solution to manage performance over time

ESG ASSESSMENT OF ALL NEW INVESTMENTS

Full ESG Tracker assessment, scoring, and detailed report for each new investment.
Recommendations for Action Plan and SDG strategy, which can be included in investment agreement.

ESG Scorecard & Verified maturity level

ANNUAL ESG ASSESSMENT TO TRACK PERFORMANCE

Annual ESG Tracker assessment, scoring, and report through virtual data collection.
Suggested updates to Action Plans and SDG strategies

Portfolio-level ESG Review

Company-level ESG Scorecard & Verified maturity level

ADVISORY SUPPORT TO IMPROVE ESG PERFORMANCE OVER TIME

Virtual Training on ESG Topics

Research deep-dives to inform strategic decisions

Feedback on new ESG policies and procedures

VERIFICATION OF IMPACT IN LINE WITH GOOD PRACTICE

Independent assurance of disclosure statements under the Operating Principles for Impact Management.

Strategic recommendations on how to improve impact management in line with international standards.

Fund-level Assurance Statement under Impact Principles