Policy, Initiatives & Training
We are perfectly positioned to help you establish a robust and meaningful sustainability programme, without the time and headcount burden that would otherwise be required. We offer a range of services which can be tailored to suit your needs, and our services are designed to be proportionate and commercially sensitive.
Responsible Investment Policies
Working closely with all business units to produce responsible investment and sustainability policies tailored to your organisation. This may include:
Responsible investment policy development covering firm and fund level, including procedures documentation and process design.
Understanding the regulatory landscape and what is in scope, includes SFDR, EU Taxonomy, TCFD, SB 253/261, UK Stewardship Code, CSRD/VSME, SFC climate related risk disclosures and ISSB.
Investment process alignment with sustainability frameworks.
Climate planning, climate strategy, carbon foot printing, reduction plan and commitments.
We have extensive experience working with investment teams to ensure that their processes align with policy and vice versa.
Sustainability Training
Ongoing training forms a core part of the implementation of responsible investment principles. We create bespoke training modules tailored to your business, taking into account the competing time pressures faced by your staff.
Topics include:
Introduction to ESG/Sustainability
Sustainable Finance Regulatory Context
Climate Change
Human Rights
Greenwashing
Custom Modules
Advanced and refresher courses can be scheduled annually to keep your staff up to date with the evolving landscape.
Initiative Implementation
We will help you develop and implement initiatives at the organisation / management company level that demonstrate your commitment to sustainability to your investors, in line with your policy. These may be short- or long-term in scope and can include an ongoing action plan.
Recent Updates
