Navigating A complex world
ESG Solutions: Insights & due diligence with actionable recommendations
ESG is the focus of issuers across the world for good reason. Regulatory bodies are mandating that funds take ESG considerations into account in their investment processes, ESG capital inflows are increasing rapidly, and ESG funds are now regularly outperforming traditional funds. It is estimated that ESG funds will outnumber traditional funds by 2025.
For companies, it is important that ESG investment within the shareholder base is understood, the ESG risks facing the company are analysed, and the opportunities are capitalised on. It is also crucial that reporting not only meets burgeoning regulatory requirements, but also the expectations and needs of shareholders.
As with anything, ESG analysis is only as good as the information it relies on. CMi2i uses the industry gold-standard of ESG data through our partnerships with Morningstar/Sustainalytics, Factset/Truevalue and Bloomberg. This gives us the most accurate, up-to-date ESG fund information based on qualitative and quantitative analysis, which we are continually mapping to our own intelligence.
CMi2i’s ESG team provide a suite of distinct ESG services that are unique to CMi2i, developed from working closely with clients. Note that you must contact us for details of these services as they are not all listed below.
Our advisors have deep experience helping corporates, PE firms and financial institutions navigate this increasingly complex world and are trusted by CEOs, CFOs, IROs and sustainability heads to answer hard questions and provide-ongoing advice. Critically, we do not simply deliver an ESG report, we help you to understand how to action it.
ESG INSIGHTS REPORT / BENCHMARKING
This ESG report identifies risks and opportunities for corporates using a carefully selected of ESG metrics, and a combination of qualitative and quantitative processes. It includes benchmarking against peers, geographic assessments, and investor risk, carefully evaluating the pertinent ESG factors in valuation.
ESG TARGETING REPORT
Targeting best-fit ESG funds is a crucial part of navigating the new world we find ourselves in. As funds evaluate their own investments with regard to ESG, issuers also need to evaluate which funds are most aligned with their own progress and ratings. CMi2i’s ESG Investor Targeting Report provides you with a list of investor targets based on peers, geography and relevant ESG metrics including risk ratings and exclusions. Our methodology includes both tried and tested quantitative methodology as well as qualitative analysis.
ESG DUE DILIGENCE: FULL VIEW REPORT
This is a confidential in-depth report offers 360 degree insights, with in-depth ESG due diligence for PE firms, banks and corporates. Our unique process will identify risks and opportunities, and inform all stages of a deal process.
ESG PERCEPTION STUDIES
We provide quality, in-depth perception studies executed by a senior advisor or analyst and overseen by our ESG team. CMi2i will typically ask investors about their preferred ESG reporting frameworks, preferred ESG rating services, ESG investment approach, perceptions of the company’s reporting & messaging, and thoughts regarding areas for improvement. ESG perception studies are the best way of truly understanding why investors are or aren’t investing in you, and how they evaluate companies in terms of ESG.
The ESG Insights report was 5 star. CMi2i's advisors are incredibly knowledgeable and great to work with.
HEAD OF IR, DAX, MARCH 2022
Why we are different
We have over 20k ESG funds mapped - across three different ESG data providers. This allows us to see with great accuracy which funds within your shareholder base are ESG, and the level of ESG risk in their portfolios.
We are able to denote the level and type of ESG principles the fund uses in its investment thesis so that you are better able to understand the importance of ESG to that particular investor.
Our ESG targeting is based on our proprietary shareholder identification methodology and clearly identifies target ESG investors broken down by peers, country and sector. We also provide contact details.
CMi2i’s ESG Full View Report is the only of its kind within the industry. It includes a full investigation of your ESG effort break-through and clear data-driven recommendations.