Strategy
How to navigate ESG challenges in financial services
Financial institutions play a central role in the global shift toward a more resilient and low-carbon economy. Their lending, investing, and underwriting decisions influence how…
How to track sustainability progress across investments
Investors are under growing pressure to show that their portfolios support measurable progress on sustainability. Regulators expect decision-useful climate disclosures, clients want evidence of improvement,…
Portfolio company ESG evaluation: a practical guide
Investors are under growing pressure to show how environmental, social, and governance (ESG) issues shape their portfolio decisions. Their stakeholders care about what their money…
Unlocking ESG intelligence for smarter decision making
Sustainability teams today are drowning in data but struggling to extract insight. ESG (environmental, social, and governance) information often lives scattered across spreadsheets, reports, and…
Sustainability monitoring: a guide for advisors, investors, and sustainability teams
Sustainability is no longer something that can be treated as a side concern. For advisors, investors, and sustainability teams, it has become central to understanding…
ESG assessment: evaluating risk and opportunity
Despite what certain global leaders may be saying at the moment, environmental, social, and governance (ESG) issues are central to understanding risk, resilience, and long-term…
The complete ESG automation roadmap for advisory firms
Manual ESG processes such as spreadsheets, email chains, and late-night data consolidation are holding advisory firms back at a moment when clients demand more. Most…
How ESG underwriting shapes risk and opportunity
Financial institutions are facing mounting pressure to embed environmental, social, and governance (ESG) considerations into every part of their business. Underwriting is no exception. Whether…
Why ESG stewardship matters for climate resilience
After the initial ESG hype in the world of finance was followed by ESG backlash and accusations of greenwashing, what matters in the world of…
Overcoming ESG benchmarking challenges: A guide for investors and advisors
As stakeholders demand greater transparency on sustainability performance, financial institutions and consulting firms need a clear view of how companies measure up on ESG metrics….