Why work with Sustainable Finance?

  • Identify new investment opportunities

  • Reduce investment risks

  • Optimise opportunities for portfolio companies

  • Meet growing ESG requirements from customers and owners

  • Adaptation to legislation

Why work with Sustainable Finance?

  • Identify new investment opportunities

  • Reduce investment risks

  • Optimise opportunities for portfolio companies

  • Meet growing ESG requirements from customers and owners

  • Adaptation to legislation

Information

The Carbon Disclosure Project (CDP) is an international organisation that works to ensure that companies, cities and states openly and transparently report their impact on the environment. Each year, CDP evaluates and assesses company emissions and climate measures and presents its results by giving the company a rating from A-F. The result is used as support in investment decisions.

Sustainalytics is one of the largest global ESG rating institutes and assesses listed companies based on their performance and governance in the ESG area based on public information. The result of the rating is used in many investment decisions.

A Human Rights Impact Assessment (HRIA) is a risk management tool used to identify and manage a company’s risk of directly or indirectly violating human rights through its operations.

Tel: 08-440 26 00

info@ethosinternational.se

Sustainable finance refers to any form of financial service integrating environmental, social and governance (ESG) criteria into the business or investment decisions for the lasting benefit of both clients and society at large. In line with increased demands from investors, owners and customers, sustainability issues become increasingly important to take into account in connection with transactions (both on the buying and selling side), control of existing holdings, joint ventures, partnerships and other collaborations. Responsible work with ESG contributes to stronger risk management, sustainable value creation and can be crucial for a company’s success in the long term.

We provide comprehensive advice within ESG and responsible investments. Our customers include several of the Nordic region’s leading private equity companies, stockbrokers and institutional investors.

A selection of our services

Strategy and analysis

  • Develop and implement ESG strategy, goals and action plan
  • Develop and implement climate strategy for portfolio
  • Conduct ESG analysis, e.g. ESG Due Diligence
  • Screening n of ESG in portfolio companies
  • Conduct Human Rights Impact Assessment (HRIA)
  • Provide training and workshops within Sustainable Finance

Integrating ESG in the investment process

We support investors and asset managers in integrating sustainability throughout the investment process to identify and manage investment risks and opportunities as well as create value in the portfolio. This includes, but not limited to:

  • Mapping internal investment processes
  • Integrate sustainability into investment decisions to make more informed investment decisions
  • ESG Due Diligence
  • Integrate sustainability as part of responsible and active ownership
  • Integrate sustainability factors into the exit process to increase valuation

ESG Due Diligence

An ESG Due Diligence is aimed at identifying significant sustainability risks associated with the target company’s operations and assessing the company’s governance and opportunities within the ESG area. Our ESG review involves evaluating the target company’s compliance with international and national laws, frameworks and guidelines.

Our ESG Due Diligence is tailored to the target company’s operations and always includes the following material sustainability areas: human rights, labour rights, environment and anti-corruption. Our review includes a desktop analysis, Q&A, dialogue with management and key personnel, and, if necessary, a site visit.

Sustainable portfolio development

Sustainable portfolio development means that investors and asset managers influence and support the portfolio companies’ in advancing their sustainability performance to optimize the value of the portfolio. This may involve support and development regarding the portfolio companies’ business models, governance and reporting. We have developed and structured road maps and toolboxes for investors and asset managers where the sustainability performance of the portfolio companies successively increases in maturity based on, for example, ownership share, year in portfolio, sustainability maturity as well as requirements and expectations from owners.

EU Action Plan on Sustainable Finance

The EU’s Action Plan on Sustainable Finance is a blueprint on how the financial industry will transform, and includes a number of legislative and non-legislative actions that will require financial actors to consider and disclose how they are working with sustainability. The actions includes, among other things a definition of sustainable investments (EU Taxonomy) and increased transparency on how financial actors are taking sustainability into consideration in the investment process and portfolio management. We support investors and asset managers in understanding the EU’s action plan and how they can prepare their operations for implementation.

ESG Report and Impact reporting

We at Ethos International are experts in reporting on sustainability at both portfolio and company levels. We have solid experience in writing reports using different frameworks, eg. GRI and the Task Force on Climate Related Disclosure, and to report on goals and impact towards, for example, the UN Global Goals (Sustainable Development Goals, SDGs).

The Carbon Disclosure Project (CDP) is an international organisation that works to ensure that companies, cities and states openly and transparently report their impact on the environment. Each year, CDP evaluates and assesses company emissions and climate measures and presents its results by giving the company a rating from A-F. The result is used as support in investment decisions.

Sustainalytics is one of the largest global ESG rating institutes and assesses listed companies based on their performance and governance in the ESG area based on public information. The result of the rating is used in many investment decisions.

A Human Rights Impact Assessment (HRIA) is a risk management tool used to identify and manage a company’s risk of directly or indirectly violating human rights through its operations.

The UN Guiding Principles for Business and Human Rights highlight HRIA as a tool that companies should use to explain that they have taken reasonable measures to prevent and counteract human rights violations.

Tel: 08-440 26 00

info@ethosinternational.se