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Helping a global financial institution assess and manage environmental and social risks when providing client finance

At a Glance

  • 30+

    Companies Reviewed

  • 5+

    EP Assessments

Location
United States, United Kingdom, New Zealand
Offices
Client
  • Confidential

Financial Institution ESG Due Diligence and Risk Reviews

Our Sustainability Advisory Services team has an ongoing partnership with a global financial institution to assess projects under consideration for financing. Our evaluations focus on project alignment with the Equator Principles (EP). This risk management framework is used by financial institutions to assess and manage environmental and social risks when financing projects. To streamline our evaluations, we developed an EP applicability standard for use by line of business representatives as well as checklists to expedite compliance review.

We also conduct enhanced due diligence on the environmental, social, and governance (ESG) performance and policies of the bank¡¯s clients that are under consideration for non-project finance. We examine company climate risk, climate performance, and commitment to reducing emissions. The reviews also include analysis of environmental, health, and safety performance and compliance, engagement with Indigenous peoples, labor relations, deforestation avoidance, water and air quality protection, and corruption governance.

Additionally, we carry out red flag reviews to capture legal and regulatory exposure, negative media, reputation risk, and social license to operate. Companies seeking financing are compared to industry peers, leaders, and laggards, with our team providing recommendations for performance improvement and ongoing monitoring. We also actively monitor and provide updates to our client on emerging issues and economic, market, and technological developments, examining their potential impact on near-term environmental and social risk.

Our client applies the knowledge gained from these evaluations to inform and actively improve their portfolio¡¯s ESG performance.

At a Glance

  • 30+

    Companies Reviewed

  • 5+

    EP Assessments

Location
United States, United Kingdom, New Zealand
Offices
Client
  • Confidential

Meet Our Team

Michael Mondshine, Vice President, Sustainability, Energy & Climate Change

Creating a just and sustainable future is a social and economic necessity that requires the talents of legions of professionals to achieve.
Michael Mondshine Vice President, Sustainability, Energy & Climate Change Read More

Diego Soto, Senior Project Consultant

By working with our clients to harness our joint resources, we can drive transformative change for a more sustainable and equitable future.

Taylor Fallon, Senior Project Consultant

Empowering communities is the cornerstone of lasting change and sustainable futures.

Kristy Harrison, Senior Principal, International Advisory

I¡¯m lucky enough to nurture my passion for the environment while working on projects all over the world.

Lucy Wood, UK Climate Solutions Leader

Collaborating with talented, creative colleagues motivates me. Together, we find business opportunities in tackling society¡¯s challenges.

Michael Mondshine

Vice President, Sustainability, Energy & Climate Change

Diego Soto

Senior Project Consultant

Taylor Fallon

Senior Project Consultant

Kristy Harrison

Senior Principal, International Advisory

Lucy Wood

UK Climate Solutions Leader

We¡¯re better together

  • Become a client

    Partner with us today to change how tomorrow looks. You¡¯re exactly what¡¯s needed to help us make it happen in your community.

  • Design your career

    Work with passionate people who are experts in their field. Our teams love what they do and are driven by how their work makes an impact on the communities they serve.

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