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
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Workshop to develop an ESG positioning incl. ambition level |
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Peer / stakeholder analysis |
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Elaboration of impact channels and fields |
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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
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Quick Checks in Deal Sourcing |
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Carrying out detailed ESG Due Diligence |
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Development of ESG scorecard |
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Selection of ESG data providers |
Topics
- Value creation through strategic monitoring of ESG issues in the portfolio
- Engagement activities with invested assets
Services
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Establishment / Further development of the sustainability strategy of portfolio companies |
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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
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Implementation of interactive training modules: |
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Topics
- Compliance with reporting obligations
- Regular investor reporting
- Branding and creation of an ESG investment case
Services
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Conceptual design of ESG and sustainability reports |
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Support in data collection and processing for regulatory reporting |
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Support for external ESG communication & branding |
Your Contact Person
Matthias Bönning
Managing Director
Phone: +49 171 8170380
Email: matthias.boenning@fors.earth
