ESG Integration Strategy

Customized solutions to support your ESG integration journey

About

The standards and regulations to guide investors in their pathway to ESG integration are only emerging. This results in uncertainties in the ways and means to better integrate ESG factors within investment strategies and operations. We help our client define a clear and adapted vision and action plan to succeed in their ESG integration journey.

Key benefits

  • Benefit from the Beyond Ratings expertise

    • Work with experienced analysts and experts that have accompanied major Asset Owners and Asset Managers in France and in Europe
    • Rely on a tested process to create a vision, reasonable objectives and adapted action plan that reflects your level of engagement in the ESG space
  • Construct an ESG integration strategy to meet internal and external goals

    • Build an ESG integration strategy compliant with TCFD recommendations, new EU regulations and SDG objectives
    • Benefit from methodologies and tools to analyze and report on your investment portfolio
    • Improve the mainstreamed ESG assessment within your investment decision process

BR Platform

Manage & identify opportunities within your investment
portfolio all in one place. Access our proprietary
data on credit risk, ESG, and climate,
and monitor your portfolio's exposure

Our process

  • Define the client’s current status of ESG integration 

  • Evaluate the client’s overall level of commitment and identify potential divergences within the client’s teams

  • Present the building blocks that constitute a potential vision and adapted resources

  • Establish a vision and related action plan with client’s executive team

  • Leverage existing tools if necessary to implement the action plan

  • Monitor the efforts and results

Our methodology

Beyond Ratings has developed several methodologies and tools to help clients succeed in their ESG integration journey, on different asset classes: 

Equity portfolios

  • Carbon performance vs. benchmarks and recommendations of portfolio re-allocation
  • 2° alignment vs. benchmarks and recommendations of portfolio re-allocation
  • ESG performance and recommendations of portfolio re-allocation 

Fixed Income (Corporate and Sovereign) portfolios

  • Credit Risk score vs. benchmarks with our exclusive methodology on augmented credit risk scoring
  • Carbon performance vs. benchmarks and recommendations of portfolio re-allocation
  • 2° alignment vs. benchmarks and recommendations of portfolio re-allocation

ESG performance and recommendations of portfolio re-allocation

Contact us

+33 (0)9 86 27 57 57 Sales@beyond-ratings.com