ESG Positioning & Strategy

ESG has become an important factor for investors in two respects:

– as a risk instrument and value driver for the portfolio
– as an expectation from stakeholders and regulators

A clear positioning and strategy are the indispensable basis for credible and future-proof investing.

ESG Positioning

Peer and stakeholder analysis
ESG positioning workshop, incl. analysis of self-perception and perception by others
Clarification of understanding of sustainability & ambition level based on positioning on the investment spectrum
Preparation of decision templates
Writing down the positioning
Formulation of a sustainability mission statement

ESG Policy & Targets

Elaboration of impact channels and fields based on appropriate frameworks (e.g. UN SDG, CSRD, SBTi, EU Taxonomy)
Identification of relevant ESG risks
Development of positive and negative criteria
Formulation of ESG policy
Setting targets and defining specific KPI

Implementation