Silver integrates ESG across investment processes

Investor interest in environmental, social and governance (ESG) practices is now pervasive. Across the globe, ESG factors are viewed as critical to a company’s risk profile and advocacy for ESG consideration is broadening.  Investment firms need to react.

ESG program development is dynamic and complex. With regulatory interest in ESG mounting on top of a steady increase in investor ESG information requests, investment firms struggle to answer pointed questions and meet related demands.  Not fulfilling representations around ESG practices can have costly regulatory and financial consequences.

Foreseeing the impact of the ESG movement on U.S. investment practices, Silver was among the first to develop ESG advisory services for investment firms.  Silver partners with clients to meet stakeholder expectations by integrating ESG practices into a firm’s investment processes. We build ESG programs that withstand investor scrutiny and address the evolving regulatory environment.

ESG Program Development

Well position firms in early stages of incorporating ESG considerations

ESG Program Maintenance

Keep investors confident in ESG practices

ESG Diligence Support and Investor Relations

Anticipate and respond to investor inquiries

ESG Program Development

Well position firms in early stages of incorporating ESG considerations

  • Educate on global ESG landscape, standard setters and major players
  • Define ESG priorities and approach to ESG integration
  • Create ESG policies and procedures in line with firm, investor, regulator and industry expectations
  • Construct an analysis-based ESG diligence strategy that fits firm investment processes
  • Develop customized ESG questionnaires for use in investment due diligence and monitoring
  • Build ESG reporting and monitoring tools and train firm personnel
  • Develop a firm’s statement on corporate practices, aligning it with the firm’s ESG program

ESG Program Maintenance

Keep investors confident in ESG practices

  • Identify material ESG risks and opportunities during the investment process
  • Develop recommendations to track progress against ESG goals
  • Develop internal ESG reporting and ESG case studies
  • Provide periodic ESG training and regular updates on evolving regulatory requirements and industry trends
  • Advise on the obligations and process of membership in ESG industry organizations (e.g., Principles for Responsible Investment (PRI) and the Task Force on Climate Related Financial Disclosure (TCFD))
  • Manage on-going obligations of membership in ESG industry organizations (e.g., completion of annual PRI Transparency Reports)

ESG Diligence Support and Investor Relations

Anticipate and respond to investor inquiries

  • Create responses to investor ESG due diligence questionnaires
  • Prepare and review ESG-related marketing material data and content
  • Report on ESG-related efforts and focus areas in investor communications

SilverVision

InsightsESGServices ESGHome Featured
May 26, 2021

3 Common Misconceptions About Private Market ESG Policies

Silver’s Head of ESG Strategy, Trysha Daskam, clears up misconceptions surrounding ESG policies for investment managers in this roundtable discussion with Fundwise.
  • Trysha Daskam
    Trysha Daskam
    Director & Head of ESG Strategy
Contact us to learn more about Silver and our ESG Services

646-838-2180
tdaskam@silverreg.com