Topics

• Development of a fundamental ESG positioning
• Derivation of an appropriate ESG policy for investment activities
  
  

Services

	Workshop to develop an ESG positioning incl. ambition level
	Peer / stakeholder analysis
	Elaboration of impact channels and fields
	Development of ESG policy, incl. positive and exclusion criteria

Topics

• Transaction-specific ESG assessment of target assets
• Definition of portfolio-wide assessment criteria and data requirements
  
  

Services

	Quick Checks in Deal Sourcing
	Carrying out detailed ESG Due Diligence
	Development of ESG scorecard
	Selection of ESG data providers

Topics

• Value creation through strategic monitoring of ESG issues in the portfolio
• Engagement activities with invested assets
  
  
  

Services

	Establishment / Further development of the sustainability strategy of portfolio companies
	Materiality analysis Fields of action & roadmap Data collection & reporting Sustainability mission statement
	Impact concept and measurement of asset or investor impact

Topics

• Awareness raising for the strategic relevance of sustainability issues
• Embedding ESG in the investment and lending process
• Building ESG expertise
  
  

Services

	Implementation of interactive training modules:
	ESG trainings and workshops for different target groups Practical training for investment teams and credit departments Thematic training for ESG professionals

Topics

• Compliance with reporting obligations
• Regular investor reporting
• Branding and creation of an ESG investment case
  
  

Services

	Conceptual design of ESG and sustainability reports
	Support in data collection and processing for regulatory reporting
	Support for external ESG communication & branding