Our Consulting Services
01.
Initial Review & Gap Identification
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Analyze your current approach to sustainability-related disclosures
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Highlight areas for improvement across documentation, reporting, and internal processes
02.
Policy Refinement
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Support in reviewing and enhancing sustainability-related policies
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Align internal practices with responsible investment strategies
03.
Sustainability Risk Assessment
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Assess sustainability risks relevant to your portfolio
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Recommend mitigation strategies
04.
ESG and PAI integration
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Establish procedures for assessing and reporting Principal Adverse Impacts (PAI)
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Support transparent ESG monitoring
05.
Product Categorization
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Assist in identifying appropriate product classification under SFDR (Article 6, 8, or 9)
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Align classification with your sustainability objectives
06.
Prospectus Development
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Guide you through the inclusion of sustainability content in your prospectus
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Structure it to align with regulatory and investor expectations
07.
Disclosure Preparation
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Develop or update pre-contractual disclosures with integrated sustainability elements
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Communicate methodologies and data sources with clarity
08.
Sustainability Reporting - Ongoing
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Establish reporting structures for ESG progress tracking
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Measure outcomes against sustainability commitments
09.
Web & Marketing Compliance
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Ensure clear and compliant sustainability communication across web and marketing materials
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Maintain transparency with up-to-date content
10.
Stakeholder
Communication
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Build communication strategies to present your sustainability approach effectively
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Engage investors and regulators with confidence and clarity