Consulting

Working with financial institutions to build out infrastructure for conducting ESG due diligence on potential investments, aggregate ESG data across the portfolio, conduct benchmarking to identify vulnerabilities within the portfolio, and create portfolio-level reporting to current and prospective investors and LPs.

Identify the topics most material to stakeholders including customers, insurers, private equity sponsors, and potential acquirers. Take a phased approach to reporting with increased sophistication over time.

Establish a set of material metrics and topics and prioritize disclosures over the short, medium, and longterm. Formulate a strategy for compliance with SEC's proposed climate disclosures and mitigate the risk of greenwashing claims. Provide guidance on investor outreach and disclosure optimization.