Maestro-Solutions for

Environmental, Social & Governance (ESG)

Investors are demanding ESG products: Financial Services Have to Deliver!

As investors increasingly focus on ESG there is widening demand for research, ratings, rankings and benchmarks. With so many ESG metrics, there are a wide range of firms providing niche research along with the mainstream data vendors, some of whom provide ESG benchmarks.

Whether firms provide general market data, focus exclusively on general ESG or on limited number of ESG metrics, it is essential that the firm can demonstrate a rigorous ESG approach.

Our ESG Control solution helps ESG research/data providers evidence their ESG product:

  1. Product Governance: Ensure that each ESG “product” is clearly defined, documented, managed, back tested and verified
  2. Resources/Expertise: Show clients that the firm has dedicated sufficient resources to ESG (personnel, systems, data, etc.)
  3. Monitoring/Reporting: Show that the firm’s ESG products are monitored, results are reported, and actions taken

GRC-Maestro keeps the records you need to show: the who, what, when and why regarding ESG Governance.

Investment managers and institutional investors need to ensure they have a clear governance structure in place for managing their Environmental, Social and Governance (ESG) strategy.

Our ESG Governance solution investment managers, institutional investors, consultants and analysis to effectively monitor and manage ESG:

  1. Management Oversight: Ensure a designated manager is responsible for ESG products and has the necessary information to manage them
  2. Resources/Expertise: Show clients that the firm has dedicated sufficient resources to ESG (personnel, systems, data, etc.)
  3. Monitoring: Periodically assess compliance with client’s IMA instructions regarding ESG investing
  4. Reporting: Produce the ESG necessary to prove compliance with client IMA obligations regarding ESG

GRC-Maestro keeps the records you need to show: the who, what, when and why regarding ESG Governance.

Institutional investors and retail investors (through mutual funds) are increasingly aware of the importance of ESG when making investment decisions.

Pension Fund Trustees and Mutual Fund directors alike have to have a clearly stated ESG policy and ensure it has been implemented.

Our ESG Governance solution enables clients to ensure they are ESG compliant by:

  1. Selection/Appointment: Ensure that external investment managers are selected following a rigorous ESG evaluation
  2. Monitoring: Perform periodic ESG Due Diligence monitoring on third party managers
  3. Reporting: Ensure investment managers provide ongoing ESG data as required and issues/problems are flagged/resolved

GRC-Maestro keeps the records you need to show: the who, what, when and why regarding ESG Governance.

Quoted companies, and other organizations, are under consumer and government pressure to contribute to the global struggle against Climate Change.

Company Boards have to ensure their firms have prepared for Climate Change and have a plan to minimize their impact as part of the drive to meet the Paris Agreement objectives.

Our Climate Change Governance solution enables quoted firms to ensure they are compliant by:

  1. Governance: Give Boards effective oversight of their firms’ Climate Change impact and preparedness
  2. Business Model/Strategy: Ensure firms have planned how to adapt to Climate Change
  3. Risk Management: Enable management to understand the risks Climate Change brings to their business and the opportunities.
  4. Metrics and Targets: Enable firms to monitor and manage their Climate Change strategy

GRC-Maestro keeps the records you need to show: the who, what, when and why regarding Climate Change Governance.

References

ESG Management

Investors have strict ESG requirements, ensure your firm can evidence…..