ESG Advisory - Waystone

      ESG Advisory

      Our ESG advisory offering is designed to provide investment managers with the tools they need to pre-empt ESG expectations and stay on top of the regulatory and legislative landscape. Each client is assigned a dedicated ESG expert who will create a bespoke roadmap on how to integrate ESG into your business.

      Our ESG Advisory Services

      Waystone’s ESG Advisory encompasses both enterprise-level and fund-level solutions.

      Enterprise-level solutions:

      • building and maintaining ESG policies and procedures
      • providing a gap analysis of policies and an assessment against ESG best practices
      • creation of an ESG statement for corporate values and responsible behaviour
      • marketing material updates, including disclosure language on websites
      • guidance on becoming a UNPRI signatory and meeting membership obligations
      • assisting with investor ESG DDQ responses
      • regulatory ‘horizon scanning’ to ensure you remain at the forefront of any upcoming ESG regulatory obligations
      • multi-jurisdictional expertise

      Fund-level solutions:

      • ensuring regulatory compliance e.g. SFDR and taxonomy regulations in the EU
      • marketing material updates, including disclosure language on websites
      • assistance with prospectus disclosures
      • providing an assessment of the ESG positioning of a fund’s holdings
      • carbon footprint analysis
      • multi-domicile expertise

      If you would like to find out more about how Waystone can help you with our ESG solutions, please reach out to your usual Waystone representative or contact us.

      ESG Solutions

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