ADVISORY SERVICES

COMPANIES/BOARDS OF DIRECTORS

 

Assessment of overall approach and disclosure of material ESG issues

  • The investor perspective on ESG – what it is and why it matters

  • Company-specific key risks and opportunities relating to material ESG issues

  • The role of the board in understanding and overseeing management of ESG-related risks and opportunities

  • Reviewing existing ESG-related disclosure and recommendations for improvement

  • Evolving investor expectations, priorities, actions and campaigns

  • TCFD and company-specific approach to climate-related risk, opportunity and disclosure

  • Identifying and remediating any governance-specific issues

  • Benchmarking to national and international industry peers

  • The evolving regulatory environment in relevant markets

  • The role and approach of ESG-focused research providers

  • Proactive engagement strategies to address existing and potential investor issues

  • Input and advice on management and shareholder proposals

  • Proactive strategy and training for director/senior management communication with institutional investors on ESG issues

 

Ongoing education and support

  • Existing and ongoing institutional investor concerns, including global trends and priorities

  • Regulatory developments and emerging best practices

  • Preparing for ongoing shareholder engagement and responding to any specific shareholder concerns/issues/proposals

  • Strategies for directors and senior management to addressing ESG issues in ongoing investor meetings and roadshows

  • Developing and maintaining constructive and positive relationships with institutional investor community

INSTITUTIONAL INVESTORS

Integrating ESG

  • Overview of ESG and its connection to financial performance

  • Evolving institutional and individual client demand

  • Regulatory requirements and emerging regulatory trends in relevant markets

  • Benchmarking to local and international competitors with respect to ESG integration, proxy voting, disclosure and engagement

  • ESG/Responsible Investment policy and approach

  • Asset class specific frameworks for integrating ESG

  • Assessing ESG-focused research providers

  • Disclosure to clients and reporting under various frameworks (PRI, Stewardship Codes, etc.)

  • Overview of TCFD and developing a specific approach to climate-related risk, opportunity and disclosure

  • Developing an effective engagement program and disclosure of results

  • Developing and updating proxy voting guidelines

  • Portfolio manager support and implementation

  • Understanding how institutional investor clients and consultants will assess and monitor ESG integration efforts, proxy voting, engagement, etc.

 

Ongoing education and support

  • Regulatory developments and trends

  • Emerging best practices by local and global institutional investors

  • Current research regarding the connection between ESG and financial performance

  • Client reporting and reporting under voluntary frameworks and/or in accordance with regulatory recommendations/requirements

  • Portfolio manager training and support

PENSION FUNDS

 

Integrating ESG

  • ESG and its connection to financial performance

  • Regulatory requirements, expectations and emerging trends in relevant markets

  • Benchmarking to local and international peers with respect to ESG integration, proxy voting, disclosure, engagement, etc.

  • ESG/Responsible Investment policy and approach

  • Asset class specific frameworks for integrating ESG

  • Disclosure to beneficiaries and reporting under various frameworks (PRI, Stewardship Codes, etc.)

  • TCFD and climate-related risk, opportunity, and disclosure

  • Developing an engagement program and disclosure of results

  • Assistance with developing and updating proxy voting guidelines

  • Assistance with portfolio manager support and implementation (if assets managed internally)

  • 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

  • Regulatory developments and trends

  • Local and international trends and best practices of peers

  • Current research regarding the connection between ESG and financial performance

  • Reporting to beneficiaries and reporting under voluntary frameworks and/or in accordance with regulatory recommendations/requirements

  • Assessment/monitoring of external managers

  • Trustee education

FOUNDATIONS & ENDOWMENTS

  • ESG/SRI/Impact investment approaches

  • ESG/ Responsible Investment policy and approach

  • Climate change related issues and their connection to investment risk and opportunity

  • Developing an effective program to assess, select and monitor external managers’ approach to ESG/SRI/Impact

  • Developing an approach to individual or collective engagement

  • Effective reporting to donors/stakeholders

CAPITAL MARKETS GROUPS

  • Business opportunities in ESG and sustainable finance

  • Local and international regulatory developments and trends

  • Integrating ESG into investment research

  • Integrating ESG into due diligence

  • Benchmarking to national and international peers

WEALTH ADVISORS

  • ESG/SRI/Impact and the key differences between them

  • Growing private/retail client demand for advice and solutions

  • Tools for assessing external/managers products

  • Approach to client education/materials

© 2019 ESG Global Advisors Inc.

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