Over the past ten years the breadth and depth of SRI/ESG-related services provided by consultants has grown and now encompasses the following:
A list of consultants with explicit SRI / ESG capabilities can be accessed here and a spreadsheet that cross-references consultants with capabilities and geographic markets can be
Services for asset owners / institutional investors
- Training and awareness raising
- SRI investment policy & strategy development
- Implementation support (investment policy)
- Manager / fund selection (including RFP development)
- Research provider selection (including RFP development)
- Manager monitoring
- Incorporation of ESG issues in asset allocation
- Communication & reporting (e.g. UN PRI reporting)
Services for asset managers
- Training and awareness raising
- SRI policy & strategy development (incl refining existing investment processes)
- Implementation support
- Communication & reporting (e.g. UN PRI reporting)
- Investment strategy development
Services for companies
- Management
- CSR / SD strategy and execution
- SRI / ESG communications
- Strategy (includes planning, peer benchmarking etc)
- Message development
- Investor and analyst identification
- Investor perception studies
- Roadshow / conference organisation
- Webinar hosting
- Training
- Disclosure
- Data collection
- Public reporting
- ESG ratings agency / index provider responses
Services for SRI/ESG research providers
- Sales agency
Services for others
- Market / value chain analysis
- SRI research (sectors & issues)
- SRI conferences
- CG research
- Collaborative engagement
