Advisory Services

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

WEALTH ADVISORS