ESG and Responsible Investment Services

The integration of sustainability into investment practices is considered imperative by now. Sustainability is a complex concept and the integration of its aspects can be accomplished in many different ways and with a varying depth and focus. Depending on your starting point, needs, and ambitions, we are here to help you operationalize your ESG strategy.

Contact: Micha van den Boogerd
E-mail: micha.vandenboogerd@tauw.com
Tel: +31 61 15 27 29 6

Finding the right approach for a successful integration of ESG aspects

There are numerous ways of integrating ESG (Environmental, Social and Governance) and/or sustainability into investment processes, with some of the potential elements illustrated below. Strategies range from more traditional ESG approaches to ‘impact investing’ and philanthropy, with many options in between. The right approach for an investor is the one that fits the investment strategy and focus, organization, and the characteristics of the investment portfolio. Alignment with reporting requirements and the demands of lenders and other stakeholders also need to be taken into account.

ESG and responsible investment services in every phase

TAUW offers tailored ESG and responsible investment services for investors at every stage of their investment journey, including acquisition, holding, and exit phases. Our team provides policy and strategy formulation, system design and implementation, due diligence assessments, portfolio monitoring and management, and reporting services. We believe that integrating sustainability aspects into the investment cycle can help investors manage risks and create value. Our services are adaptable to your specific needs, giving you the flexibility to choose the services that best fit your investment strategy.

Acquisition phase

Our services within the acquisition phase

Our ESG due diligence services are aligned with our clients' acquisition profiles and ESG policies.
We conduct pre-assessments of EU Taxonomy eligibility and alignment, for all types of assets and companies with eligible economic activities.
We collect, validate, and report on SFDR requirements and PAI KPI data for funds.

Holding phase

Our services within the holding phase

We conduct annual ESG assessments to measure progress on ESG performance.
We implement SFDR disclosure requirements, including annual PAI data collection, validation, and reporting on asset and fund levels.
We offer strategic ESG workshops for our clients and develop Corporate Sustainability Reporting Directive (CSRD) frameworks, including double materiality assessment.
We perform alignment checks with the EU-Taxonomy, including the Do No Significant Harm (DNSH) Principle and Minimum Safeguard Requirements for all types of assets with eligible economic activities.
We also develop ESG policies and integrate them into our clients' investment strategies.
Additionally, we perform climate risk and vulnerability assessments according to the EU-Taxonomy.

Exit phase

Our services within the exit phase

We conduct vendor ESG due diligence, highlighting ESG potentials and assessing SFDR requirements and EU-Taxonomy alignment for all types of assets and companies with eligible economic activities.

ESG and responsible investment services for managing risks and creating value

At TAUW, our experienced team provides customized, practical, and actionable ESG and responsible investment services for our clients. Our services are designed to help investors manage risks and create value across the entire investment cycle.