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ESG Services for Financial Institutions

Finance Sector Support

Financial Institutions (FIs) are increasingly leveraging the value of Environmental, Social & Governance (ESG) from both a risk management and opportunity perspective.

As well as protecting operations and investments, FIs are using ESG to differentiate their brands for both investment and employees, as well as customer attraction and retention.

FIs are subject to a series of recent and emerging regulatory standards that are driving significant action. These cover a range of ESG topics, including climate risk, and increasingly, product classifications. The sector also has industry frameworks and organisations driving common approaches and standards around ESG and Responsible Investment.

Anthesis’ Sustainable Finance team understands these unique challenges and has delivered ESG strategy development and implementation support to a broad range of financial institutions across banking, insurance, asset owners and managers (including Private Equity), brokerage, support and advisory business, and worked with multinational financial institutions, and regional and national regulators and supervisory agencies.

In addition, our team brings decades of experience of supporting our clients with mergers and acquisition and transaction support as well as with sustainable finance products.

We help Financial Institutions to achieve three key objectives

 

ESG Strategy
ESG Implementation and Transformation
ESG Reporting and Disclosure
Developing ESG strategies that both integrate good practices within the management of an FI and allow the development of a strong brand narrative, by evaluating regulatory demands, ESG risks and opportunities, stakeholder feedback and peer analysis. This can include developing a Responsible Investment approach.
Activating ESG strategies by developing new frameworks, tools and systems and teams that embed ESG into an FI’s day-to-day operations and ensure compliance.
Supporting external disclosures and reporting in compliance with voluntary and mandatory reporting requirements and brand strategy, as well as internal reporting on ESG and sustainability data and projects.

Explore our Financial Sector ESG services

Case Studies

Financial Services Organisation Modern Slavery Act Compliance

Case Study

Anthesis carried out a four-stage approach to support a global financial services organisation compliance to the UK Modern Slavery Act

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Mapping financial requirements to facilitate the transition away from virgin fossil-based plastics

Case Study

Learn how Anthesis supported The Swedish Environmental Protection Agency on the transition from virgin fossil-based plastics to sustainable materials.

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Galliford Try Total Energy Management Service

Case Study

Galliford Try manage the facilities for two private finance initiative secondary schools. In a time of rising energy costs, the schools were keen to reduce running costs and carbon emissions and to engage building users.

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Anthesis supported us in the preparation of our 2018 Integrated Report and in the development of the materiality analysis of Roche Colombia. Their experience and knowledge were key to allowing us to focus on the most important issues for our company and stakeholders, and helped them [our stakeholders]  understand our advances in environmental, economic, social and good corporate governance.

Alejandro Wilches
Corporate Social Responsibility Leader, Roche

"

I have worked with Anthesis for many years. They have a depth of ESG understanding and expertise, allowing real analysis and advice on the emerging issues that are becoming increasingly material to our clients. What sets them apart is their willingness and ability to apply this, together with technology solutions, to enhance the quality and speed of their reporting.

Paul Davies
Partner, Latham & Watkins

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We wanted the ESG screen as we were keen to understand the definition of ESG and to see the criteria you would be using. We were also interested to see how others would view us through this lens. The Anthesis screen provided us a with a “mirror”. The value to Neste was that it confirmed we are on a right track to addressing ESG issues. It also helped us to identify some potential improvement opportunities, several of which we are working on, and others that warrant further evaluation.


Employee, Neste

"

Over the last 18 months, Anthesis’ expert but human approach has seen our partnership grow across a multitude of areas of ESG. An absolute pleasure to work with, Anthesis have seamlessly integrated into our ways of working. Immediately grasping where we were in our ESG maturity, they have shown a genuine desire to help us move things forward through applying expertise and passion from across a vast array of subjects and sectors.

Richard Mason
Head of ESG, AO

Experts

Tim Clare
Director, Global Lead for Transactions & Sustainable Finance
Mike Jennings
Director, Sustainable Finance
Barrett Lawson
Director, North America
Joana Capote Soares
Transaction & Finance Services Director, Spain & Portugal
Cristina Knapp
Managing Director, Brazil
Sherwood Li
Country Manager, China
Satu Juntunen
Managing Director, Finland

Satu is Managing Director of Anthesis Finland Oy. She has over 25 years of consultancy experience in global M&A services including but not limited to EDD, EHS DD, ESG DD, and other Strategic corporate services. A leader in her field in global project management and strategic EHS advisory including in addition to M&A related services […]
Frank Schmidt
Managing Director, Germany

Frank has more than 20 years of experience in consulting, with expertise in EHS Due Diligence, soil and groundwater remediation and investigation, ESG reviews, mining and exploration and international EU development cooperation. Prior to joining Anthesis, Frank Schmidt worked for Ernst & Young, and Ramboll Environ, where he managed large scale international due diligence projects, […]
Roberto Salvati
Managing Director, Italy

Roberto joined Anthesis in 2018 as Director in the newly established Italian business (Anthesis Srl), with an office based in Rome. Roberto is a Senior Due Diligence and ESG professional, as well as a contaminated land specialist. He is experienced in supporting industrial, retail and financial clients with their challenges, whether it is developing their […]
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