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ESG & Responsible Investing

for Asset Managers

In today’s rapidly changing world, environmental, social and governance (ESG) factors present material risks for businesses.

Asset owners and asset managers have become increasingly aware of these risks—and the opportunities they offer. Accordingly, the integration of ESG into the portfolio construction process has become a major global trend in asset management. Our experts will help you integrate ESG factors into your investment process to better manage risk and deliver competitive long-term investment performance.

Proprietary Services
ACTIVUS ESG Manager
Asset Managers

An effective ESG program should satisfy the interests of your stakeholders, while driving long-term value for your organization. Ongoing sustainability must also be a key goal. Our specialists will design an ESG program customized to your needs—we will:

  • Identify the most practical framework, standards and/or principles based on the size, nature and complexity of your business, and existing and prospective stakeholder requirements
  • Identify and leverage existing ESG efforts in the initial diligence process and ongoing management of portfolio investments
  • Perform an ESG gap analysis that maps ESG practices to mandates
  • Incorporate ESG factors within your organizational structure and into your investment process
  • Develop a framework and key performance indicators to track and report ESG management performance and goals
  • Benchmark your ESG practices to the market.

Services include:

ESG Policy Development

Our streamlined approach helps asset managers develop ESG & Responsible Investing Policies that are tailored to your organizational structure, strategic objectives and the needs of your key stakeholders. We focus on developing policies that are practical, as well as consistent across business units and among individual portfolio companies. We also evaluate the sustainability factors that are material to your portfolio companies’ businesses and develop practical metrics to track ongoing compliance.

ESG Integration Strategy

We map your ESG program from the development of investment beliefs to the establishment of effective governance processes and ultimately to investment mandates.

Investment Portfolio ESG Compliance Reviews

We provide assurance that your portfolio and individual portfolio companies are being managed in line with stated investment beliefs and responsible investment policies, as well as applicable responsible investing frameworks, standards and/or principles to which the organization is a signatory, including the Principles for Responsible Investment (PRI) and the American Investment Council Guidelines for Responsible Investing (formerly the Private Equity Growth Capital Council).

We also evaluate whether and how your individual portfolio companies are performing on applicable materiality standards and metrics, including those promulgated by Sustainability Accounting Standards Board (SASB).

Sub-Adviser ESG Compliance Verification

We conduct independent diligence reviews of your sub-advisers to make sure they are managing their portfolios in line with your organization’s stated investment beliefs and responsible investment policies, as well as applicable responsible investing frameworks, standards and/or principles to which your organization is a signatory, including the Principles for Responsible Investment (PRI) and the American Investment Council (formerly the Private Equity Growth Capital Council) Guidelines for Responsible Investing.

We also evaluate whether your sub-advisers have identified material sustainability issues across their investments and whether they are adhering to applicable materiality standards and metrics, including those promulgated by Sustainability Accounting Standards Board (SASB).

Fundraising & ESG Management

We help optimize fundraising effectiveness by identifying ESG themes that resonate with investors in today’s fundraising environment and developing an ESG management plan designed to attract and retain investors. Our professionals will develop processes to:

  • Incorporate ESG into funds’ private placement marketing
  • Develop key performance indicators (KPIs) to track ESG management performance and goals
  • Provide complete and robust responses to investor ESG questionnaires, standards and initiatives
  • Report ESG criteria to investors throughout the investment lifecycle.

Our streamlined approach helps asset managers develop ESG & Responsible Investing Policies that are tailored to your organizational structure, strategic objectives and the needs of your key stakeholders. We focus on developing policies that are practical, as well as consistent across business units and among individual portfolio companies. We also evaluate the sustainability factors that are material to your portfolio companies’ businesses and develop practical metrics to track ongoing compliance.

We map your ESG program from the development of investment beliefs to the establishment of effective governance processes and ultimately to investment mandates.

We provide assurance that your portfolio and individual portfolio companies are being managed in line with stated investment beliefs and responsible investment policies, as well as applicable responsible investing frameworks, standards and/or principles to which the organization is a signatory, including the Principles for Responsible Investment (PRI) and the American Investment Council Guidelines for Responsible Investing (formerly the Private Equity Growth Capital Council).

We also evaluate whether and how your individual portfolio companies are performing on applicable materiality standards and metrics, including those promulgated by Sustainability Accounting Standards Board (SASB).

We conduct independent diligence reviews of your sub-advisers to make sure they are managing their portfolios in line with your organization’s stated investment beliefs and responsible investment policies, as well as applicable responsible investing frameworks, standards and/or principles to which your organization is a signatory, including the Principles for Responsible Investment (PRI) and the American Investment Council (formerly the Private Equity Growth Capital Council) Guidelines for Responsible Investing.

We also evaluate whether your sub-advisers have identified material sustainability issues across their investments and whether they are adhering to applicable materiality standards and metrics, including those promulgated by Sustainability Accounting Standards Board (SASB).

We help optimize fundraising effectiveness by identifying ESG themes that resonate with investors in today’s fundraising environment and developing an ESG management plan designed to attract and retain investors. Our professionals will develop processes to:

  • Incorporate ESG into funds’ private placement marketing
  • Develop key performance indicators (KPIs) to track ESG management performance and goals
  • Provide complete and robust responses to investor ESG questionnaires, standards and initiatives
  • Report ESG criteria to investors throughout the investment lifecycle.

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