ESG Advisory
Waystone's ESG advisory services help investment managers integrate environmental, social, and governance factors into fund and enterprise strategy including SFDR, the EU Taxonomy Regulation, and UNPRI reporting.
Each client is assigned a dedicated ESG consultant who will create a bespoke roadmap on how to integrate ESG into your business. That roadmap reflects your fund’s specific structure, jurisdiction, and investor base, and it’s designed to evolve as new regulatory requirements come into force. Because you work with the same consultant throughout the relationship, guidance stays consistent as your ESG program matures, rather than restarting the assessment each time a new disclosure obligation emerges.
Our ESG Advisory Services
Our ESG consulting team provides both enterprise-level and fund-level solutions.
Enterprise-Level ESG Advisory Services:
- building and maintaining ESG policies and procedures
- providing a gap analysis of policies and an assessment against ESG best practices
- creating an ESG statement for corporate values and responsible behaviour
- providing marketing material updates, including disclosure language on websites
- providing guidance on becoming a UNPRI signatory and meeting membership obligations
- assisting with investor ESG DDQ responses
- conducting regulatory ‘horizon scanning’ to ensure you remain at the forefront of any upcoming ESG regulatory obligations including developments such as SFDR 2.0 and evolving EU Taxonomy criteria
- providing multi-jurisdictional expertise
Fund-Level ESG Advisory Services:
- ensuring regulatory compliance (e.g. SFDR and taxonomy regulations in the EU)
- marketing material updates, including disclosure language on websites
- assisting with prospectus disclosures
- providing an assessment of the ESG positioning and materiality of a fund’s holdings
- conducting a carbon footprint analysis
- providing multi-domicile expertise
Benefits of Waystone’s ESG Advisory Services
A dedicated consultant and a bespoke roadmap only matter if they translate into practical advantages for your fund. Here’s what working with Waystone’s ESG advisory team looks like in practice:
- Your dedicated ESG consultant builds and owns your roadmap, so you’re not re-explaining your fund structure to a new advisor at each stage
- One advisory relationship spans enterprise-level policy work and fund-level compliance
- Waystone’s ESG team supports managers navigating regulatory regimes across multiple jurisdictions and fund domiciles
- Upcoming changes are flagged before they become compliance deadlines
- From initial gap analysis through investor DDQ responses and ongoing disclosure updates, the same team carries the work forward
Stay on Top of the ESG Regulatory Landscape
At Waystone, our ESG consultants are committed to helping you navigate the ever-changing ESG regulatory landscape, ensuring your organisation stays ahead of emerging requirements.
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.
Frequently Asked Questions
Waystone’s ESG advisory covers both enterprise-level work and fund-level work, including SFDR and EU Taxonomy compliance, prospectus disclosures, and carbon footprint analysis. Each client is assigned a dedicated consultant who scopes the engagement to their specific fund structure.
Waystone consultants specialize in ESG for regulated investment managers specifically, rather than ESG advisory as a general corporate service. That means guidance is built around fund-specific concerns such as SFDR classification, investor DDQs, and multi-jurisdictional disclosure instead of adapted from a broader corporate ESG framework.
Yes. SFDR’s entity-level disclosure requirements apply to financial market participants regardless of how individual funds are classified, so even funds without an ESG-specific label may have compliance obligations. Waystone’s advisory team can assess what applies to your specific structure.
Waystone’s ESG advisory offering supports multi-jurisdictional and multi-domicile clients, drawing on the firm’s broader regulatory footprint across its fund solutions business.