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ESG for Investors & Fund Managers

We work with investors, fund managers, and deal teams to embed ESG across the investment lifecycle, from deal sourcing and due diligence through investment decision, active ownership, and exit. Our approach combines technical ESG expertise with practical investment experience, and is calibrated to the specific requirements of institutional LPs, DFIs, and private capital providers.

Whether you are sourcing deals in complex jurisdictions, structuring ESG obligations into investment agreements, overseeing portfolio company performance, or preparing a platform for divestment, we provide proportionate, evidence-based support aligned to frameworks including IFC Performance Standards, PRI principles, SFDR, and lender-specific requirements.

Get in Touch With Us to Learn More
Get in Touch With Us to Learn More

ESG Across the Investment Cycle

ESG considerations apply across every stage of the investment lifecycle, from deal sourcing through active ownership and exit. Explore each phase to understand typical investor activities and where dedicated ESG support adds the greatest value.
Investment lifecycle
ESG intensity: Low Medium High Peak

Our Services

  • Deal Sourcing & Due Diligence

    Early ESG screening filters out fatal-flaw opportunities before diligence resources are committed, and positions deal teams to engage effectively with prospective investees. We support fund managers and investment teams with:

    - ESG screening aligned to investment mandate and thesis

    - Investee ESG due diligence proportionate to deal size and sector risk

    - Coaching and training for deal teams on engaging effectively with early-stage project developers on social performance, environmental, and governance issues

    - Tailored training programmes on ESG considerations associated with specific technologies or jurisdictions

    - Sector-specific ESG risk landscape briefings to support pipeline development

    - Due diligence framework design for recurring deal types

  • Investment decision & structuring

    Material ESG issues negotiated into investment agreements at the point of decision are materially easier to enforce than those raised post-close. Investment Committee-stage ESG narrative shapes committee confidence and unlocks capital allocation. We support investment teams with:

    - Integration of ESG materiality into investment agreements, including:

    - ESG performance frameworks for investee companies

    - ESG KPI selection and design across a range of risks and project stages

    - Fit-for-purpose investee reporting formats

    - Investment Committee preparation, including:

    - Holistic ESG risk-mitigation narrative that builds committee confidence and highlights opportunities

    - Pre-meeting packages: deck, talking points, anticipated questions, and suggested follow-up and oversight strategies

  • Active Ownership

    Active ownership is where ESG value is built or eroded over the hold period. Structured engagement, credible data systems, and board-level oversight underpin LP confidence and sustained portfolio performance. We support fund managers, institutional investors, and DFIs with:

    - Off-the-shelf, customisable data collection systems that integrate with existing reporting architecture

    - Engagement strategies for investee companies on material ESG issues

    - Board-level ESG oversight of platform investee companies for institutional investors

    - Portfolio-wide ESG performance monitoring and reporting

    - Investee capability building and coaching on ESG performance

    - Periodic deep-dive ESG reviews and incident response support

  • Exit & Value Realisation

    Evidenced ESG value creation supports exit valuations, broadens the buyer universe, and strengthens the track record needed for future fundraising. We support fund managers preparing portfolio companies for divestment or refinancing with:

    - Quantification of ESG value created during the hold period, including physical climate risk reduction, energy efficiency gains, and social performance improvements

    - ESG data room preparation and buyer-side due diligence response

    - Exit-ready ESG reporting aligned to prospective buyer frameworks

    - Handover documentation for buyer ESG teams

    - Platform-level ESG track record narrative to support continuation vehicles or successor funds

Get in Touch

Whether you're planning a project and want to get the ESG and communications foundations right from the start, or you’re trying to craft a board presentation with all the right data and messages, we'd love to hear from you.

Contact Us
Contact Us