We assist investors and other finance providers across asset classes and at all stages of their ESG/responsible investment (RI) journey, from those just getting started to well-established leaders.
We will help you develop, enhance, and implement your ESG/RI strategy, including policy, ESG integration, stewardship, monitoring and reporting, to align with best practice standards and better meet the expectations of your investors, clients or beneficiaries.
Who We Work With
We work across the capital markets and finance ecosystem, including:
Asset owners
Pension funds
Foundations and endowments
Insurers
Asset managers
Listed equity
Fixed income
Venture capital
Private equity
Private debt
Real estate, infrastructure and farmland
Wealth management
Investment associations
Banks
Credit unions
Crown corporations
What We Can Do For You
Our comprehensive RI strategy services are designed to add value to your existing approach. Whether you are an asset owner or an asset manager, and whichever asset classes you invest in, we’ll help you understand, choose, incorporate, implement, and report on RI approaches – including ESG integration, thematic and impact investing, stewardship (engagement and proxy voting) and more – that reflect your unique investment strategies and objectives and leverage your ownership to effect meaningful progress in portfolio ESG performance.
Recognizing the systemic implications of climate change across the financial system, we can help you explore climate-related risks and opportunities and incorporate climate considerations within your preferred RI approaches, including assistance with developing portfolio carbon metrics and targets and TCFD reporting.
We can provide ongoing support for your RI program: consider us as your external ESG Team. We’ll help you stay up-to-date on, and aligned with, the increasingly complex landscape of RI standards. As a signatory to the Principles for Responsible Investment (PRI) with a deep understanding of its policy and practice expectations, we can help potential, new and existing signatories enhance their preparedness for the annual PRI Assessment.
Alignment With RI Standards
We can help you align your RI program with global standards, including:
Principles for Responsible Investment (PRI)
Institutional Limited Partners Association (ILPA)
Sustainability Accounting Standards Board (SASB)
Organization for Economic Cooperation and Development (OECD)
Task Force on Climate-related Financial Disclosures (TCFD)
Glasgow Financial Alliance for Net Zero (GFANZ) – including Net-Zero Asset Owner Alliance and Net Zero Asset Managers
Our Services include:
RI Strategy Development
RI Capacity Building
RI landscape briefing reports by asset class
RI education and training for boards, senior management and investment teams
RI strategy session preparation and facilitation
RI Strategic Positioning
Benchmarking RI compared to peers
Gap analysis compared to RI best practice expectations
Portfolio-level ESG materiality assessment
RI Policy
RI policy development and expert review
RI Implementation
For Asset Managers:
Development of custom ESG integration frameworks, due diligence questionnaires and assessment tools (by asset class)
Stewardship program design (by asset class)
ESG proxy voting guidelines development and expert review
Private finance portfolio company ESG and climate support
For Asset Owners:
External manager ESG selection and monitoring framework development and expert review
ESG and climate portfolio monitoring framework development and expert review
RI Reporting
RI reporting for clients and investment committees
RI disclosure aligned to leading frameworks (including PRI, ILPA, TCFD, SASB, OECD)
Climate RI Strategy Development
Climate RI Capacity Building
Climate RI Strategic Positioning
Benchmarking on climate RI compared to peers
Gap analysis compared to climate RI best practice expectations
“As an asset manager, we trust the team at ESG Global Advisors to help us understand the leading-edge trends in ESG integration by institutional investors. We can rely on the team to provide strategic advice on a wide range of ESG issues – from climate change to human rights.”
