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Environmental, Social, and Governance (ESG)

Overview

The market participants including asset managers, investors, lenders, corporations, and regulators have realized the importance of ESG, for our better and secure future. The global investment industry has officially adopted ESG framework in their investment policies. The asset managers are formulating multiple strategies to shortlist companies who have made significant impact on the ESG front. The popular strategies include, negative / exclusionary screening strategies, sustainability-themed investing, positive / best-in-class screening and impact / community investing, among others.

The ValueAdd team has extensively worked on varied SRI / ESG factors such as water management, waste management, carbon disclosures, environment, social, communities, and safety first. Possess hands-on experience in monitoring ESG issues and analyzing the ESG performance through Annual Impact Reports. Executed projects related to ESG risks advisory for investment managers to investing in socially responsible companies and help manage risks and opportunities of each portfolio company.

Our ESG services span across following broad areas

ESG Database & Analytics:

ESG database & analytics for equities (public & private), credit, social investing funds, sovereigns and specialized bonds

ESG Ratings Support:

Quantitative/qualitative screening of companies under ESG parameters and arriving at ratings, with rating rationales, and continuous monitoring.

ESG Performance analysis and Index Construction:

Performance benchmarking analysis of ESG universe across different geographies

Quantitative analysis and Index construction support for ESG focused tracking

ESG Periodicals & Thematic Research:

Insightful thematic research pieces for both Sell Side and Buy Side firms

Periodicals on ESG sector trends and developments