Financial Services

Companies in the Finance sector and the organizations they work with are experiencing increasing pressure from regulators and wider society for greater transparency around the actions they are taking to integrate sustainability factors in their investment and ownership processes and the way they themselves operate.

ERM works across the investment lifecycle with all market participants from banks and development institutions, to asset owners such as pension funds, insurers and sovereign wealth funds and asset managers such as private equity and infrastructure fundsagers. ERM also routinely supports private markets portfolio companies across sectors including renewable energy and infrastructure, technology, consumer goods, manufacturing, etc. as they implement sustainability initiatives and drive value through these initiatives. We offer a range of services to support our clients in addressing strategic, tactical, and operational opportunities and risks focused on creating value and material financial returns. These include:

• Sustainability strategy, policy and implementation frameworks and related advisory services
• Transaction Advisory services (due diligence, project finance environmental and social due diligence and monitoring, post-merger integration, etc.)
• Decarbonization services including from Carbon accounting to Science Based Targets (SBTs), investment grade value-led decarb strategies, and Net-Zero strategies.
• Portfolio analysis, implementation and exit preparation – from sustainability integration to decarbonization with a focus on quantitative value creation other than managing risks.
• Sustainability reporting and disclosure, ratings/rankings, stakeholder mapping and investor engagement
• Social issue advisory including, human rights, modern slavery, geopolitical challenges, supply chain, stakeholder mapping, and conflict resolution

ERM continues to evolve the range of skills and experiences within financial services, to help in operationalizing sustainability with world’s leading organizations. We help clients gain better insight into strategic risks and opportunities by making their impact transparent and measurable. Our intention is to give our clients greater comfort in understanding and managing their risks and realizing returns on capital, while improving their sustainability aspirations.