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.
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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.