Responsible Investment
IMPLEMENTATION GUIDANCE FROM EXPERIENCED EXPERTS
Drawing on leadership roles in the industry at the PRI and a $500B asset manager, we now support clients' responsible investing implementation across asset classes by providing:
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PRI Gap Assessments & Reporting Support
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Policy & Governance Design
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Implementation Guidance
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Active Ownership Policies & Practices Support
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Capacity Building
Responsible Investment Gap Assessments & Reporting Support
We advised PRI on the design of a reporting module and
previously assessed signatory responses on the organization’s behalf.
Now, we bring our unique perspective to help you navigate the reporting process with confidence.
Whether you are reporting for the first time or aiming to strengthen your scores, we bring unique insight and experience to help you communicate your responsible investment practices effectively.
OUR TEAM PROVIDES:
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Gap Assessments – Benchmarking your current practices against peers and PRI requirements to highlight strengths, gaps, and opportunities for improvement.
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Reporting Guidance – Hands-on support to craft clear, consistent, and comprehensive responses across PRI modules.
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Scoring Readiness – Practical insights into the PRI scoring framework to help you optimize outcomes and demonstrate meaningful progress.
Policy & Governance Design
Examples of delivered work:
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Developed Responsible Investment policies, both firm-wide and asset-class-specific, aligned with evolving industry best practices.
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Designed Responsible Investment Committee governance structures, including drafting charters and cross-functional accountability.
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Facilitated internal consensus-building to ensure successful policy adoption and implementation.
Implementation: Tools, Frameworks & Processes
Examples of delivered work:
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Advised investors on incorporating sustainability and risk considerations into investment processes and due diligence.
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Designed exclusion frameworks to ensure consistency with responsible investment objectives.
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Designed a climate risk due diligence framework for a private debt fund.
Capacity Building
& Market Influence
Examples of past work:
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Co-authored PRI guidance providing insights and guidance on responsible investment implementation, based on field experience and emerging best practices.
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Delivered training and workshops for investment professionals focused on climate risk, materiality, biodiversity, and evolving market standards.
Active Ownership
Policies & Practices
Examples of past work:
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Designed custom proxy voting guidelines on environmental, social and governance topics.
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Engagement strategies and tools to encourage portfolio companies’ management of ESG issues
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Metrics and monitoring process for active ownership practices.
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Evaluation of external managers active ownership performance.