ESG Research

Practical ESG aligned to materiality and strategy. Framework mapping, peer benchmarking, vendor data integration, and portfolio heatmaps.

Executive summary

Practical ESG that serves the investment decision. We map material topics, set a lean metric set, integrate data, and produce clean scorecards and disclosure guidance. No box-ticking.

Who this is for

  • Asset owners and managers aligning mandates to material topics
  • PE portfolio teams standardizing KPIs across holdings
  • Corporates improving disclosure and governance

Problems we solve

  • Too many metrics with little signal
  • Inconsistent data across vendors and holdings
  • Reporting that consumes time and creates little insight

Capabilities

Materiality mapping against SASB and TCFD
Controversy and peer benchmarking
Vendor data harmonization and metric dictionaries
Portfolio heatmaps and risk flags
Disclosure gap analysis and reporting templates

Approach

Phase 1 define

Strategy, stakeholders, material topics, and constraints.

Phase 2 map

Align topics to SASB and TCFD elements, pick the smallest useful metric set.

Phase 3 integrate

Combine vendor data, internal systems, and manual inputs with a metric dictionary.

Phase 4 report

Scorecards, dashboards, disclosure guidance, and a simple operating cadence.

Deliverables

  • Materiality map and metric dictionary
  • Portfolio heatmap with thresholds and alerts
  • Peer and controversy benchmarks
  • Disclosure gap analysis and a clean reporting pack

Example outcomes

  • • 50 percent fewer ad hoc data requests after standardization
  • • Cleaner reporting with fewer restatements
  • • Earlier risk flags for controversies and incidents

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