Pre-investment ESG assessments for financial sector clients

Challenge

SLR has been retained by a wide range of financial sector clients to undertake pre-investment ESG assessments to better inform responsible investment decisions.

Solution

By adopting internationally recognised assessment protocols, coupled with our wide ranging and thorough understanding of our client’s investment focus, we have provided value added and timely insights into the potential areas of ESG significance or sensitivity to allow our clients to not only meet their internal investment policies, but also to demonstrate a commitment to furthering the ESG journey of their portfolio companies.

Impact

Our clients have valued the ‘outside, in’ approach we can provide and in the case of more than one client, we have worked closely with their corporate and Investment teams to develop a bespoke assessment and reporting structure to identify the pre and post deal activities that allows its Investment Managers to work with portfolio companies on their ESG profile, including policies and procedures, to enhance the company’s reputation, social footprint and overall sustainability credentials.