ADVISORY SERVICES
COMPANIES/BOARDS OF DIRECTORS
Assessment of overall approach and disclosure of material ESG issues
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The investor perspective on ESG – what it is and why it matters
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Company-specific key risks and opportunities relating to material ESG issues
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The role of the board in understanding and overseeing management of ESG-related risks and opportunities
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Reviewing existing ESG-related disclosure and recommendations for improvement
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Evolving investor expectations, priorities, actions and campaigns
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TCFD and company-specific approach to climate-related risk, opportunity and disclosure
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Identifying and remediating any governance-specific issues
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Benchmarking to national and international industry peers
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The evolving regulatory environment in relevant markets
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The role and approach of ESG-focused research providers
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Proactive engagement strategies to address existing and potential investor issues
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Input and advice on management and shareholder proposals
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Proactive strategy and training for director/senior management communication with institutional investors on ESG issues
Ongoing education and support
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Existing and ongoing institutional investor concerns, including global trends and priorities
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Regulatory developments and emerging best practices
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Preparing for ongoing shareholder engagement and responding to any specific shareholder concerns/issues/proposals
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Strategies for directors and senior management to addressing ESG issues in ongoing investor meetings and roadshows
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Developing and maintaining constructive and positive relationships with institutional investor community
INSTITUTIONAL INVESTORS
Integrating ESG
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Overview of ESG and its connection to financial performance
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Evolving institutional and individual client demand
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Regulatory requirements and emerging regulatory trends in relevant markets
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Benchmarking to local and international competitors with respect to ESG integration, proxy voting, disclosure and engagement
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ESG/Responsible Investment policy and approach
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Asset class specific frameworks for integrating ESG
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Assessing ESG-focused research providers
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Disclosure to clients and reporting under various frameworks (PRI, Stewardship Codes, etc.)
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Overview of TCFD and developing a specific approach to climate-related risk, opportunity and disclosure
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Developing an effective engagement program and disclosure of results
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Developing and updating proxy voting guidelines
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Portfolio manager support and implementation
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Understanding how institutional investor clients and consultants will assess and monitor ESG integration efforts, proxy voting, engagement, etc.
Ongoing education and support
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Regulatory developments and trends
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Emerging best practices by local and global institutional investors
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Current research regarding the connection between ESG and financial performance
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Client reporting and reporting under voluntary frameworks and/or in accordance with regulatory recommendations/requirements
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Portfolio manager training and support
PENSION FUNDS
Integrating ESG
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ESG and its connection to financial performance
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Regulatory requirements, expectations and emerging trends in relevant markets
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Benchmarking to local and international peers with respect to ESG integration, proxy voting, disclosure, engagement, etc.
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ESG/Responsible Investment policy and approach
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Asset class specific frameworks for integrating ESG
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Disclosure to beneficiaries and reporting under various frameworks (PRI, Stewardship Codes, etc.)
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TCFD and climate-related risk, opportunity, and disclosure
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Developing an engagement program and disclosure of results
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Assistance with developing and updating proxy voting guidelines
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Assistance with portfolio manager support and implementation (if assets managed internally)
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Developing an effective program to assess, select and continually monitor external asset managers’ approach to ESG integration, proxy voting, engagement, etc.
Ongoing education and support
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Regulatory developments and trends
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Local and international trends and best practices of peers
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Current research regarding the connection between ESG and financial performance
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Reporting to beneficiaries and reporting under voluntary frameworks and/or in accordance with regulatory recommendations/requirements
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Assessment/monitoring of external managers
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Trustee education
FOUNDATIONS & ENDOWMENTS
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ESG/SRI/Impact investment approaches
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ESG/ Responsible Investment policy and approach
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Climate change related issues and their connection to investment risk and opportunity
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Developing an effective program to assess, select and monitor external managers’ approach to ESG/SRI/Impact
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Developing an approach to individual or collective engagement
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Effective reporting to donors/stakeholders
CAPITAL MARKETS GROUPS
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Business opportunities in ESG and sustainable finance
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Local and international regulatory developments and trends
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Integrating ESG into investment research
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Integrating ESG into due diligence
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Benchmarking to national and international peers
WEALTH ADVISORS
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ESG/SRI/Impact and the key differences between them
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Growing private/retail client demand for advice and solutions
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Tools for assessing external/managers products
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Approach to client education/materials