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Silver ESG Services

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

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  • Trysha Daskam
    Trysha Daskam
    Managing Director & Head of ESG Strategy
Contact us to learn more about Silver and our ESG Services

646-838-2180
[email protected]

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Trysha Daskam
Managing Director & Head of ESG Strategy

646-838-2180
[email protected]
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LinkedIn

A seasoned sustainability practitioner and expert in policy writing and implementation of regulatory controls, Trysha Daskam advises investment firms on Environmental, Social and Governance (ESG) and regulatory compliance. She specializes in interpreting the impact of global regulation on a firm’s ESG efforts and regulatory compliance program.

Trysha’s interest in ESG began during her graduate work building financial models that showed the social and financial returns of investment in international health initiatives. Bringing this experience to the financial services industry, Trysha develops and advises on investment firm ESG programs (including ESG policies and procedures), helps firms respond to investors’ ESG questions and designs their ESG reporting processes.

Prior to joining Silver, Trysha was a Vice President for U.S. Compliance Consulting at Duff & Phelps, where she served as a global point person addressing ESG issues and completing ESG projects for a wide base of clients across various industry sectors. Trysha also worked with CounselWorks clients on all aspects of their regulatory compliance programs. Trysha developed her in-house perspective at Universa Investments, as part of the team managing the firm’s business operations and was involved in both mock and actual SEC exams.

A frequent speaker and commentator on a wide range of ESG topics related to the investment management industry, Trysha is an officer of the Sustainability Investment Leadership Council and a member of the GWU Board of ESG Ambassadors. She received a Bachelor of Science in Biological Sciences from the University of Denver and a Master’s of Public Health from The George Washington University where she dually concentrated on International Economics and Global Health Policy.

Trysha holds the CFA Certificate in ESG Investing.