Performance management: tools & tracking

  • ESG integration tools and guidance

    We help asset owners, fund managers, banks and insurance companies to develop and implement ESG strategies, portfolio-wide and on specific themes and asset classes.

  • Stewardship tools, engagement programmes and guidance

    We are a global leader in helping investors find strategic value in stewardship. We help clarify stewardship objectives, build capacity for implementation and support stewardship reporting in line with best practice standards like the UK Stewardship Code. In addition, we run engagement programs for individual investors or collaborative engagements for a group of investors.

  • Devising and managing benchmarks

    We help investors to identify and drive good practices at the world’s largest corporates as architects and managers of impact-led benchmarks. Examples include our work on the Business Benchmark on Farm Animal Welfare and the CCLA Corporate Mental Health Benchmark

  • ESG risk and impact assessments including LEAP

    We help investors to assess and manage ESG risks to their portfolio and to measure its impacts –both positive and negative. We can help structure and build capacity in investment teams and in processes including due diligence for ESG risk and impact assessment. We help investors assess nature-related risks through LEAP (locate, evaluate, assess and repair) assessments in line with the recommendations of the Taskforce for Nature-related Financial Disclosures.

  • Portfolio carbonmetrics and/or nature footprints

    Our experts help investors measure and manage their portfolio with carbon metrics-harmonising the use of metrics in a broader climate change strategy. We also help investors to quantify their portfolio's potential nature and/or biodiversity impact which can inform the creation and implementation of a broader biodiversity and nature strategy, targets and plan.

  • Technical training by theme, and Management coaching

    We provide practical and detailed training for all levels of management, including C-suite and chief investment officers, on specific ESG themes including climate, nature, human rights and animal welfare, and on technical ESG integration.

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Strategy and Planning

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Reporting and Disclosure