ESG and Impact Services

Ogier's ESG and Impact Services team offers bespoke environmental, social and governance (ESG) and Impact design, integration, and implementation solutions. We support our clients to navigate ESG goals and requirements and to leverage the landscape of sustainable investing opportunities.

Ogier Global's ESG and Impact Services practice is a dedicated advisory business offering bespoke ESG and Impact design, integration, and implementation solutions to our clients. 

We work across the spectrum of asset classes facilitating asset owners, asset managers, banks, corporates, investment funds, institutional investors, private wealth, family offices and foundations to manage environmental and social factors and to integrate such considerations into their business or investment decisions for the lasting benefit of clients and society.

We recognise there is no one-size-fits-all approach when it comes to ESG and Impact and have built our advisory practice to provide tailored advice according to our clients' needs.

We recognise several global megatrends are setting shaping the ESG and Impact agenda today, including – the climate crisis, evolving regulation, growing investor demand and increased awareness that accounting for ESG factors may lead to better risk-adjusted financial return in the long-run.

Paris 2015 saw governments around the world take action on the climate crisis and commit to limit global warming to no more than 2 degrees Celsius above pre-industrial temperatures. Since then financial markets have awoken to climate change as a source of financial risk, and have started to factor such risks into investment decisions. We have also seen environmental risk factors take front seat by dominating the long-term risk outlook highlighted by international bodies such as the World Economic Forum (WEF) in the latest Global Risks Report.

Evolving regulations are pressuring financial market participants to enhance their current operating models to refine, embrace, and embed ESG practices today. Authorities around the world are moving ahead to require enhanced disclosure on ESG or sustainability factors of investment products and business activities to assist investment decision-making. We have witnessed this with the introduction of regulatory disclosure requirements for example in the EU, UK, Hong Kong and Singapore.

Investor demand is also growing, driven by younger generations and high net worth individuals seeking to invest with their values. This is pushing asset managers to act and respond with sustainable investment solutions that match investors risk, return and impact profile.

Growing awareness that accounting for ESG factors may lead to better risk-adjusted financial return in the long-run has also driven momentum in the field. Difficulties however remain with data availability, comparability and consistency – factors that we believe will be smoothed out as the market matures.

Ogier's ESG and Impact advisory services practice delivers flexible solutions to our clients no matter where you are on your ESG or Impact journey. Whether you are starting out or enhancing your investment strategy to factor ESG risks and opportunities – our team can you support you.

We advise asset owners, asset managers, banks, corporates, investment funds, institutional investors, private wealth, family offices and foundations to manage environmental and social factors and integrate such considerations into their business or investment decisions for the lasting benefit of clients and society.

We support clients at all points along their ESG and Impact journey and can support with answering the below questions. If you are interested in any of our services or would like to arrange a consultation, please get in touch.

Our services include:

ESG and Impact strategy and policy development

Why are you considering ESG or Impact and have you developed policies or codes addressing your beliefs?

  • Policy: Do you have a responsible investment policy statement in place?
  • Codes: Have you conducted an ESG health-check and assessed what ESG & Impact frameworks, standards, codes of practice are relevant to you (e.g. SASB, PRI, TCFD, GRESB etc.?)  
  • Beliefs: What is your rationale and beliefs for adopting ESG or Impact?

ESG and Impact training

Who is going to take responsibility for ESG and Impact governance and investment decisions?

  • Team: What is the internal oversight structure for ESG or Impact?
  • Tasks: How will ESG or Impact tasks be organised?  
  • Training: What ESG or Impact training will be provided to internal talent?
  • Incentives: Will internal talent performance be linked to ESG or Impact metrics?

ESG and Impact investment and risk management integration

What ESG or Impact data and tools are in place, and how will the ESG or Impact considerations be translated into investment and risk management processes?

  • Data: What ESG or Impact data, tools, systems will be developed internally and how will you link to investment and risk management processes?
  • Active Ownership: Will you conduct proxy voting and engagement and integrate this into investment decisions?
  • Investment and Risk processes: What will be the ESG investment management processes and how will these be incorporated into risk control procedures?
  • Due Diligence: Have you conducted ESG or Impact due diligence and screening on projects, holdings and positions and developed your ESG Due Diligence Questionnaire?

ESG and Impact measurement and reporting

How will you monitor and report ESG or Impact performance to shareholders, investors and or regulators?

  • Metrics: What metrics will you use to measure ESG or Impact progress?
  • Monitoring: How will you identify material ESG risks and opportunities?
  • Reporting: How will you report back to shareholders, investors and or regulators?