ESG Strategy Development and Implementation

Customised for your investment strategy and asset classes

 

From positioning on ESG to strategy development and implementation – we are happy to support you in developing an ESG approach that fits your organization and investment strategy. We advise you on the integration of ESG aspects into your investment process as well as on organizational development and communication on ESG.

 

Our Services

 

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

 

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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

 

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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

 

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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

 

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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

 

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Your Contact Person

Matthias Bönning

Managing Director

Phone: +49 171 8170380
Email: matthias.boenning@fors.earth