ACA ESG Advisory

ESG Advisory

Join our webcast on January 27 to learn more about ESG trends and the year ahead
 

Register Now

Behind the increased demand for environmental, social, and governance (ESG) investing is a heightened regulatory focus and a greater need for transparency and standardization. The ESG landscape is evolving at a rapid pace and requires additional resources to meet investor and regulatory expectations.

Gain clarity on your ESG requirements and build a strong compliance program with ACA. Our dedicated advisory practice helps firms of all sizes develop and monitor ESG programs to mitigate risk, make informed choices, grow profitably and sustainably, and combat greenwashing in the process.

How We Help

We provide global compliance and sustainability expertise to review and develop ESG programs based on best practices, current regulatory requirements, and robust oversight processes. Our support covers the following areas:

GIPS Compliance Services

Program Management

  • Policies & Procedures Development
  • Carbon Footprinting
  • Climate Risk Scenario Analysis
  • Net-Zero Management
  • DEI Baselining and Training
  • Portfolio Performance Assessment
  • Reporting (UN PRI, TCFD, SFDR)
  • Marketing and Disclosures Review

Focused Performance Review

Portfolio Oversight

  • Portfolio ESG Risk Monitoring – Private and Public Investors
  • Annual Portfolio Carbon Footprinting
  • Annual Portfolio Climate Risk Analysis
  • Portfolio UN Sustainable Development Goal (SDG) / Impact Monitoring

Performance Certifications

ESG Assurance

  • Portfolio Testing
  • Disclosure Verification
  • Principles for Responsible Investment (UN PRI) – Report Readiness and Assurance
  • Annual ESG Compliance Review

Performance Secondments

Due Diligence

  • Data Review and Gap Identification
  • Management Interviews
  • Benchmarking
  • Reporting 
  • Live Review

What is ESG?

Environmental, social and governance (ESG) is a lens that can be applied to any form of investing to consider non-financial factors that are not traditionally reported to assess an investment’s overall worthiness. In recent years, firms increasingly add ESG metrics to their investment processes to provide for more complete analyses and support better investment decision-making. Discussion of ESG activities is also being added to annual reports and, in some cases, being built into standalone ESG reports.

Environmental (E)

Covers themes that impact the Earth, both positively and negatively. Includes climate change, natural resources scarcity, pollution and waste, permitting, and environmental opportunities.

Social (S)

Consists of people-related elements both within the firm and society as a whole. Includes labor issues, human rights, customer satisfaction, data protection and privacy, and diversity and inclusion.

Governance (G)

Encompasses items relating to the firm’s leadership and board as well as the firm's implementation of ESG policies. Includes board composition, diversity of the board, ethical business practices, lobbying, political contributions, account and tax transparency, and relationships with the SEC and other regulatory bodies.

ESG by the Numbers

Morningstar Global Sustainable Fund Flows Report as of October 2020

14%

Global inflows into sustainable funds were up 14% in the third quarter of 2020 to USD 80.5 billion.

$1.2T

Assets in sustainable funds climbed 19% to USD 1.2 trillion.

166

Global sustainable funds launched in the third quarter of 2020, breaking the record of 159 launches in Q4 2018.

spotlight

Meet the Leadership Team

Dan Mistler
Partner

LinkedIn

Crista DesRochers
Partner

LinkedIn

Alyssa Briggs
Managing Director of Client Development

LinkedIn

Jessica Bonsall
Director, Environmental Lead

LinkedIn

Peyun Kok
Director, Social Lead

LinkedIn

Dani Williams
Principal Consultant, Governance Lead

LinkedIn

Why Choose ACA?

Unmatched Expertise

Unmatched Expertise

Benefit from a trusted and experienced partner with in-depth knowledge of the market and regulations

Comprehensive ESG Solution

Comprehensive ESG Solution

Support across the spectrum of ESG program maturity in one comprehensive offering

Stay Ahead of Shifting Landscape

Stay Ahead of the Shifting Landscape

Balance demands from investors, regulators, and stakeholders while keeping up with constant changes in the ESG space

Transparency

Fee Transparency

Predictable fee model helps avoid scope creep – more fee transparency where others may have a daisy-chain of SOWs

Webcasts

ESG and the Year Ahead
Wednesday, January 27, 2021 | 11:00 a.m. ET

Investors and regulators have a growing interest in ESG issues in both the U.S. and internationally. Now more than ever, investment advisers are under increased pressure to integrate ESG and sustainability factors into their investment process. Join ACA’s ESG Advisory specialists as they discuss today’s ESG trends and how to better address sustainability and responsible investing issues in the year ahead.

Register

ESG Risk and Regulation

Client and investor focus on ESG issues has grown and evolved both in the U.S. and internationally. As this demand continues, investment advisers seek to apply ESG standards to the investment process. Join panelists as they discuss how compliance intersects with other business areas to create an effective ESG program.

On Demand