ESG Responsible Investments Consulting
Why ESG Drives Investment Decisions
Over $40 trillion flows to ESG funds globally, but laggards face outflows. Firms ignoring ESG drop 10–15% in ratings, hitting access to green bonds and patient capital.
Wharton cuts the fluff. We deliver frameworks linking ESG to alpha.
- Climate risks now materialise in asset values
- Poor governance flags activist campaigns
- Social gaps spark boycotts or labour strikes
- Compliance isn't just boxes ticked – it's risk dodged and ops optimised.
ESG Risk Assessment and Gap Analysis
Asset level ESG scoring and benchmarking
Materiality heatmaps by sector
Gap analysis with prioritised fixes
Stress tests for climate/geopolitical scenarios
Sustainable Portfolio Management
Static portfolios rust. Our responsible investments advisory actively optimises for ESG while hunting returns, via rebalancing and engagement.
We’ve helped PE firms green their holdings, blending divestments with impact upsides.
Strategies include:
• Tilt toward high ESG outperformers
• Active ownership and proxy voting
• Thematic overlays (clean energy, just transition)
• Performance attribution to ESG factors
Dynamic management, enduring value.
Sustainable Finance Vehicles Development
Unlock green capital. Wharton structures ESG linked loans, bonds and funds compliant with ICMA principles and SEBI BRSR.
Key builds:
- Green/sustainability/social bond frameworks
- KPI linked financing with verification
- ESG fund launches and feeder vehicles
- Blended finance for emerging markets
ESG Training and Stakeholder Engagement
• C suite responsible investment certificates
• Proxy voting and stewardship workshops
• Community/supplier ESG alignment
• Activism defence simulations
ESG responsible investments aren’t a trend – they’re the new baseline for enduring wealth. Wharton Sustainable Solutions equips you with ratings, structures and strategies that safeguard capital, sharpen edges and attract the right money. Why settle for average when resilient beckons?
Climate and Carbon Due Diligence
Process:
• Scope 1–3 carbon audits
• 1.5°C scenario modelling
• Offset/resilience recommendations
• Integration into investment memos
No surprises, just secure upside.