Integrate climate and ESG factors into your investment decisions. Identify hidden portfolio risks, satisfy LP expectations, and unlock long-term value.
Climate risk is no longer a distant concern confined to environmental policy debates. It is embedded in the balance sheets, supply chains, and revenue models of companies across every sector. Stranded assets -- fossil fuel reserves, carbon-intensive infrastructure, and outdated industrial processes -- threaten to erode portfolio value as governments tighten emissions regulations and markets shift toward cleaner alternatives. Transition risks, from changing consumer preferences to emerging carbon pricing mechanisms, can render previously profitable investments unviable almost overnight. Physical climate risks, including extreme weather events, rising sea levels, and water scarcity, are already disrupting operations and devaluing real assets around the world. Yet many investment portfolios remain blind to these exposures, relying on outdated screening methods or ignoring climate factors entirely.
The expectations of limited partners, institutional investors, and regulators have shifted dramatically in recent years. LPs increasingly require evidence that fund managers are integrating ESG considerations into their decision-making processes, not as a marketing exercise but as a core component of fiduciary duty. Regulatory frameworks such as the UK Stewardship Code, the EU Sustainable Finance Disclosure Regulation, and the SEC's proposed climate disclosure rules are raising the bar for transparency and accountability. Ignoring these shifts does not simply mean missing an opportunity -- it means exposing your fund to underperformance, regulatory penalties, and reputational damage that can take years to repair. The firms that act now to embed responsible investment principles across their portfolios will be the ones that attract capital, retain trust, and deliver superior risk-adjusted returns over the long term.
Over 35% of global assets under management now apply ESG criteria in their investment processes -- a figure that has more than doubled in the past five years. Investors who fail to integrate these factors risk falling behind an accelerating market standard.
We provide the analytical depth and strategic clarity needed to embed ESG factors across your investment lifecycle -- from initial screening through to ongoing portfolio management and reporting.
Our ESG due diligence process is designed to surface material environmental, social, and governance risks before they become liabilities. Whether you are evaluating a pre-acquisition target, assessing an existing holding, or conducting periodic reviews across your portfolio, we apply a structured methodology that goes far beyond tick-box compliance. We analyse carbon exposure, supply chain vulnerabilities, regulatory risk, labour practices, governance structures, and controversy histories to build a comprehensive risk profile. The result is a clear-eyed assessment that enables you to price ESG risk accurately, negotiate better terms, and avoid investments that carry hidden downside exposure. Our reports are tailored to the level of detail your investment committee requires, from rapid screening summaries to full deep-dive assessments with actionable recommendations.
Our portfolio screening service provides a systematic, data-driven assessment of climate and ESG risk across your entire holdings. We evaluate carbon intensity at the company and sector level, test portfolio alignment against Paris Agreement temperature pathways, and identify concentrations of transition and physical climate risk that may not be visible through traditional financial analysis. Using a combination of leading ESG data providers, proprietary models, and sector-specific expertise, we map your portfolio against established benchmarks and emerging regulatory thresholds. The output is a detailed heat map of risk and opportunity, enabling you to prioritise engagement, adjust weightings, and communicate your portfolio positioning to LPs and stakeholders with confidence and credibility.
A credible responsible investment policy is the foundation of sustainable fund management. We work with you to develop robust, practical RI policies that reflect your investment philosophy, satisfy regulatory requirements, and meet the expectations of your most demanding LPs. This includes drafting exclusion and inclusion criteria, building stewardship and engagement frameworks, defining escalation procedures for ESG underperformance, and creating voting policies that align with your stated commitments. We also help you design monitoring and reporting structures that keep your policy alive as a working document rather than a shelf exercise. Whether you are building your first RI policy or strengthening an existing framework, we ensure your approach is defensible, proportionate, and aligned with best practice across the industry.
A structured, four-stage approach that moves you from initial assessment to continuous ESG integration and monitoring.
We begin with a comprehensive review of your current portfolio holdings, investment strategy, and existing ESG processes. This baseline assessment identifies gaps in data coverage, highlights sectors with elevated climate exposure, and maps your current position against LP expectations and regulatory requirements. The review gives us a clear picture of where you stand and where the greatest risks and opportunities lie.
We conduct a detailed climate and ESG screening across your portfolio using a combination of quantitative data analysis and qualitative expert assessment. This includes carbon footprinting, transition risk modelling, physical risk mapping, and controversy screening. We benchmark your holdings against Paris-aligned pathways and peer portfolios, producing a risk heat map that makes complex data actionable for your investment team.
Based on our findings, we develop a tailored responsible investment strategy that aligns with your fund objectives. This includes drafting or refining your RI policy, defining engagement priorities, setting measurable ESG targets, and building a stewardship framework that demonstrates credible commitment to your investors and regulators. Every recommendation is practical, proportionate, and designed for implementation.
Responsible investment is not a one-off exercise. We provide ongoing monitoring and periodic reassessment of your portfolio's ESG performance, tracking progress against targets, flagging emerging risks, and updating your screening as regulations and market expectations evolve. Regular reporting ensures you can demonstrate continuous improvement to LPs and maintain compliance with evolving disclosure requirements.
Integrating ESG factors is not just about doing good -- it is about building resilient portfolios that deliver sustainable, long-term returns.
A growing body of evidence demonstrates that ESG integration correlates with improved risk-adjusted returns over the medium and long term. Companies with strong ESG performance tend to exhibit lower volatility, fewer instances of catastrophic loss, and stronger operational resilience. By systematically incorporating climate and governance factors into your investment analysis, you are not sacrificing returns -- you are building a portfolio that is better positioned to capture value in a rapidly changing economic landscape. Our screening and due diligence processes are designed to surface the ESG signals that matter most for financial performance, helping you make investment decisions grounded in data rather than assumption.
Climate risks are financial risks, and they are materialising faster than many investors anticipated. Stranded assets, regulatory penalties, supply chain disruptions, and reputational damage can all erode portfolio value if left unaddressed. Our portfolio screening and due diligence processes are designed to identify these risks before they crystallise, giving you the information you need to take proactive action. Whether that means divesting from high-risk holdings, engaging with portfolio companies to drive improvement, or adjusting sector weightings to reduce concentration risk, early identification is the key to effective mitigation. We help you see what traditional financial analysis misses.
Limited partners and institutional investors are placing increasing weight on ESG integration when selecting and retaining fund managers. Demonstrating a credible, well-documented approach to responsible investment is no longer a differentiator -- it is a baseline expectation. Our work helps you build the policies, processes, and reporting capabilities that LPs want to see, from formal RI policies and stewardship frameworks to transparent portfolio-level ESG reporting. By meeting and exceeding investor expectations for responsible stewardship, you strengthen existing relationships, attract new capital, and position your fund as a trusted custodian of assets in an increasingly ESG-conscious market.
Let us help you integrate ESG factors into your investment process, reduce hidden risks, and build a portfolio that delivers for your investors and the planet.
Get in TouchWe draw on a range of leading ESG data providers including MSCI, Sustainalytics, CDP, and Bloomberg ESG, supplemented by proprietary research and sector-specific analysis. No single data source provides a complete picture, so we triangulate across multiple providers to identify material risks and avoid blind spots. We also incorporate company disclosures, regulatory filings, and controversy databases to ensure our assessments reflect real-world performance rather than self-reported scores alone. Our approach is transparent -- we explain which sources we use and why, so you can have confidence in the robustness of our analysis.
Absolutely. Pre-acquisition ESG due diligence is one of our core services. We work to the timelines and confidentiality requirements of live deal processes, providing rapid but rigorous assessments that surface material ESG risks and opportunities before you commit capital. Our reports are designed to feed directly into investment committee decision-making, with clear risk ratings, financial materiality assessments, and actionable recommendations. Whether you need a high-level screening in days or a comprehensive deep-dive over several weeks, we scale our approach to match the deal timeline and the level of detail you require.
Yes, we have extensive experience working with private equity firms, venture capital funds, and private debt managers. ESG data availability for private companies is often more limited than for listed equities, which is why our approach combines quantitative data analysis with qualitative assessment, management interviews, and sector benchmarking. We help PE firms integrate ESG into their investment processes from deal origination through to value creation planning and exit, ensuring that responsible investment is embedded across the full fund lifecycle. We also support LP reporting and compliance with frameworks such as the UN PRI and the ESG Data Convergence Initiative.
A stranded asset is an investment that has suffered from unanticipated or premature write-downs, devaluations, or conversion to liabilities, typically as a result of changes in regulation, market conditions, technology, or societal expectations related to the transition to a low-carbon economy. The most commonly cited examples are fossil fuel reserves that may never be extracted due to carbon budget constraints, but stranded asset risk extends far beyond energy -- it can affect real estate in flood-prone areas, carbon-intensive manufacturing facilities, and infrastructure dependent on outdated technologies. Identifying and quantifying stranded asset exposure is a critical component of our portfolio screening process.
We recommend conducting a comprehensive portfolio screening at least annually, with interim reviews triggered by material changes such as new acquisitions, significant regulatory developments, or major ESG controversies affecting holdings. For funds with higher ESG commitments or those subject to detailed LP reporting requirements, quarterly monitoring may be more appropriate. The right cadence depends on your portfolio turnover, the regulatory environment you operate in, and the expectations of your investors. We work with you to define a monitoring schedule that is proportionate and practical, ensuring that your ESG oversight remains current without creating unnecessary administrative burden.
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