Financial Services

Companies in the financial services 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 Environmental, Social and Governance (ESG) factors in their investment and ownership processes and the way they themselves operate. This can be seen throughout the industry, in statements from leading investors, voluntary initiatives and market practices.

ERM works with all aspects of the financial services sector from banks and development institutions, to asset managers such as private and listed equity and their portfolio companies across sectors including renewable energy and infrastructure, consumer goods, manufacturing, etc., as well as asset owners including pension funds, insurers and Sovereign Wealth Funds. We have a range of services to help our clients in this industry address strategic, tactical, and operational opportunities and risks arising from ESG factors. These include:  

• ESG strategy, policy and implementation framework and related advisory services 
• Transaction Advisory services (ESG 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, strategy and implementation – from ESG integration to decarbonization with a focus on quantitative value creation other than managing risks.
• Sustainability/ESG reporting and disclosure, ESG 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.