Integrate climate and broader sustainability 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. It is embedded in the balance sheets, supply chains, and revenue models. Stranded assets — fossil fuel reserves, carbon-intensive infrastructure, and outdated industrial processes — threaten to erode portfolio value as governments tighten emissions regulations and markets shift toward cleaner alternatives.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 (extreme weather events, rising sea levels) 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 Yet many investment portfolios remain blind to these exposures, relying on outdated screening methods or ignoring climate factors entirely.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. Regulatory frameworks (UK Stewardship Code, the EU Sustainable Finance Disclosure Regulation) 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 will be the ones that attract capital 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.
We bring the analytical depth and strategic clarity to embed ESG across your investment lifecycle.
Our ESG due diligence process is designed to surface material environmental, social, and governance risks before they become liabilities. We build your capacity to analyse the carbon exposure, supply chain vulnerabilities, regulatory risk, labour practices, and governance structures of your holdings.
Systematic, data-driven assessment of climate and sustainability risk across your holdings. We map carbon intensity, transition risks, physical risks at the holding level for bottom-up risk management and opportunity realisation.
A structured, four-stage approach that moves you from initial assessment to continuous sustainability integration and monitoring.
We start with a deep review of your holdings, strategy, and existing ESG processes. Where do you stand? Where are the gaps?
Quantitative data analysis meets expert qualitative assessment. Carbon footprinting, transition and physical risk assessments for individual holdings.
Based on our findings, we develop a tailored responsible investment strategy that aligns with your fund objectives. 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.
Responsible investment is not a one-off exercise. We provide ongoing monitoring and periodic ESG performance reassessment of your holdings.
Integrating ESG factors is not just about doing good -- it is about building resilient portfolios that deliver sustainable, long-term returns.
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 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.
Climate risks are financial risks. And they're materialising faster than most investors expected. Stranded assets, regulatory penalties, supply chain disruption, reputational damage. Early identification is the key. We help you see what traditional analysis misses.
LPs and institutional investors now treat credible ESG integration as baseline, not a differentiator. We help you build the processes and reporting that investors actually want to see. Strengthen relationships, attract new capital, position your fund as a trusted manager.
We'll help you integrate ESG, reduce hidden risks, and build a portfolio that delivers for everyone.
Let's talkWe 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.
Better data. Better decisions. Better outcomes. Let's embed responsible investment across your portfolio.
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