Transforming ESG journeys of Asset Managers

Data & Research

• ESG Research

• • ESG Ratings

  • SDG research

  • SASB materiality assessments

  • KPI tracking

  • Detailed ESG assessments

  • Themes and Pillar scoring

  • Scalable assessment of Portfolio in ESG research

  • Reputation risk assessments

  • Screening

  • Controversy research

  • Greenwashing ratings

  • Double materiality assessments

  • ESG framework development

  • Portfolio greenwashing assessments

  • Fund ESG scoring and rating

  • Industry guides and sector reports

  • Peer Benchmarking

  • Governance research

  • Forensic research

  • ESG scoring of private names

  • Proxy ESG data and shadow ratings

  • Thematic research

  • Thought leadership and whitepapers

  • Market research and newsletters

  • ESG policy research and forecasting

  
  

• Active Ownership

• • Stewardship and proxy voting research

  • Engagement research

  • Proxy voting policies

  • Standardized engagement data templates

  • Proxy Voting data templates

  • Data and information Questionnaires for investee companies

  • Peer and industry benchmarking

  • Value creation levers

  • Data management support – collection, aggregation, synthesis, data basing and dashboarding

  • Administrative support in active ownership

  
  

  Integration and risk management

  • Sustainable Finance and ESG in Fixed Income

  • • ESG scoring of IG/ HY, EMs, Sovereigns, Munis, Securitized, Structured finance securities

    • Green, Social, Sustainable, Blue Bonds, Sustainability-linked bonds

    • ICMA and ESMA based sustainable finance assessments

    • Custom framework development

    • Scalable assessments in sustainable finance

    • ESG Impact measurement

    • Financial impact estimation

    • Portfolio impact metrics

    
    

    • Climate change solutions

    • • Climate change transition research

      • Climate change maturity assessment

      • Climate change engagement research

      • Climate finance assessments

      • Portfolio emissions estimations (including Scope 3)

      • Net Zero Alignment

      • Portfolio climate risks measurement

      • Portfolio decarbonization pathway development

      • Climate transition pathways support

      • Portfolio climate transition goals tracking

      • Climate Scenario analysis

      
      

      • ESG and climate risk modelling

      • • Proxy voting integration

        • Specialized model building support

        • ESG-weighted equity research and credit risk views

        • Score based ESG integration

        • Detailed ESG integration into valuation and risk models

        • Climate risk integration

        
        

        Reporting

        • Regulatory

        • • SFDR Article 6, 8, 9 funds reporting

          • EU Taxonomy reporting

          • Substantial contribution/ DNSH/ social safeguards/PAI

          • Framework based data and reporting support TCFD, TNFD, UNPRI, NZAM, GRI, UNGC, EETs, SBTi, CSRD, CSDDD

          • ESG and climate strategy development

          • ESG and responsible investment policies development

          • Annual Sustainability report preparation

          • Specialized methodology support

          • Regulatory research

          • Policy research and forecasting

          • ESG awareness and trainings

          
          

          • Client reporting

          • • Commentary on ESG Integration approach

            • Stewardship efforts and related KPIs

            • Annual stewardship reports

            • Portfolio analytics on KPIs, dashboards and reports

            
            

            • Data science and Technology for ESG Research

            • • Automated structured and unstructured data extraction

              • ESG/SDG based Sentiment Analysis

              • Interactive dashboards and visualizations

              • Scenario simulations

              • ESG application development

              
              

Business Development

• RFI/RFP/DDQ Support

• Consultant Database

• Seismic Support

• Competitor analysis

Client Services

• Fund presentations

• Factsheets

• Investment writing and thought leadership

• Flyers, brochures, and other client facing materials

Digital Marketing

• Web content management

• Marketing automations

• Creative services

• Web analytics and SEO

• Digital advertising and social media

• Web design and development

• Customer relationship management

• Lead management solutions

Robust Testing

• ESG regulatory implementation

• Firm’s ESG and exclusion policies

• ESG frameworks such as checklists & questionnaires

• Stewardship policy

• Client or investor disclosures

• UNPRI submissions

• ESG committee documents

Investment Process

• Paramount emphasis on ESG investment process.

• Examine pre-screening and due diligence process

• Analyze risk appetite of ESG funds

• Identify high ESG risk companies

• Highlight gaps or findings to Level 2

ESG Fund Analysis

• Evaluate offering documents of Article 6, 8, and 9 funds

• Validate ESG investment targets and ESG ratchet KPIs

• Review portfolio and country allocations