Provide guidance on ESG and DEI products, concepts and benchmarking tools

Establish/review DEI and ESG Policies and recommend modifications as necessary

Provide continued ESG/DEI education and training for Client team members

Assist with becoming UNPRI Signatories and/or GRESB participant members

Recommend use of third-party ESG providers and Consultants as appropriate

Establish/review the Client’s ESG acquisition/due diligence checklist

Materiality assessment strategy and implementation

Integrate ESG functions across the Client organization

Review/develop concepts for Client-branded ESG products and services

Promote the Client’s ESG and DEI efforts across the industry

Identify Investors targeting impact or other ESG investment opportunities

Assist with the creation of ESG & DEI marketing slide(s) and messaging for Investors