Bespoke

sustainable

solutions.

Strategy & ESG Integration | Reporting & Disclosures | Research & Insight | Capacity Building & Training

Empowering your sustainability journey with reseach-driven insights.

We specialise in strategic sustainability, sustainable finance, and sustainability change management.

Grounded in applied research and informed by hands-on experience
across the private sector and financial industry, our advisory services are designed to help you navigate the complexities of sustainability transitions, meet evolving regulatory requirements, and shape effective strategies.

See the range of our services below ↓

Strategy & ESG Integration

We support financial institutions in designing and implementing sustainability strategies that are both practical and aligned with evolving stakeholder expectations.

  • → Design ESG and sustainability policies tailored to institutional goals and investor mandates

    → Integrate ESG into investment and lending processes, including due diligence, decision-making, and risk management

    → Develop value creation strategies in private markets, with a focus on long-term resilience and impact

    → Facilitate stakeholder engagement — from internal teams to portfolio companies and clients — to ensure alignment and ownership

    → Support investment funds in aligning with investor (LP) expectations and ESG standards to strengthen fundraising narratives and future-proof their strategy

    → Develop credible decarbonisation and transition strategies, aligned with climate targets and investor scrutiny

    • Asset managers

    • PE/VC funds

    • Banks

    • Insurance companies

  • We have supported multiple private equity and venture capital funds across Central and Eastern Europe to develop and implement their ESG policies, align investment processes with ESG principles, embed data collection requirements into portfolio management, and engage with portfolio companies on key sustainability topics.

    We also helped funds refine their ESG positioning for fundraising, addressing expectations of institutional and EU-backed investors, enhancing risk management, market credibility, and long-term fund competitiveness.

Reporting & Disclosures

We ensure our clients stay ahead of and strategically navigate EU regulatory requirements and market expectations by building reporting systems that are technically sound, practical, and future-ready.

  • → SFDR reporting and alignment: Supporting clients in defining product classifications, building Principal Adverse Impact (PAI) reporting systems, and producing clear and compliant pre-contractual and periodic disclosures

    → ESG data collection frameworks: Designing data strategies and governance models to support both regulatory compliance and internal decision-making

    → EBA Pillar 3 ESG disclosure support: Helping banks assess and fulfil the EBA’s ESG disclosure requirements, including risk-related metrics, qualitative strategies, and alignment with climate-related stress testing

    → Double materiality assessments: Guiding companies through structured impact and risk assessments across environmental and social topics to meet CSRD and broader sustainability reporting obligations

    → CSRD readiness assessments: Conducting gap analyses, roadmap planning, and stakeholder engagement to prepare financial and non-financial institutions for CSRD implementation

    → EU Taxonomy integration: Supporting alignment and eligibility assessments under the EU Taxonomy, including data collection, technical screening criteria, and reporting strategies

    • Fund managers

    • Financial institutions

    • Sustainability and compliance teams

  • We supported a large asset manager (with over €1 billion in AUM) in assessing its fund portfolio under SFDR, developing a roadmap for Article 8/9 alignment and building internal processes for classification and disclosure. Additionally, we’ve worked with numerous regional VC and PE funds to implement SFDR-compliant practices, develop disclosure templates, and align their communications with regulatory and investor expectations.

Research & Insight

We deliver high-quality, data-driven research and context-specific strategic insight to help shape decisions, influence policy, and increase visibility on key sustainability topics.

  • → White papers, policy briefs, and market studies: Authoring thought leadership and practical guidance on sustainable finance trends, instruments, and best practices

    → Thematic deep-dives: Analysing emerging topics such as ESG in venture capital, taxonomy-aligned investing, climate risk in credit markets, or biodiversity finance

    → Benchmarking studies: Comparing market practices across peers, geographies, or regulatory frameworks to inform internal strategy and positioning

    → Regulatory landscape assessments: Mapping evolving sustainability regulations across EU or regional contexts, identifying key compliance and opportunity areas

    → Positioning and promotion papers: Helping clients articulate their sustainability commitments and leadership through clear, evidence-based narratives

    • Ministries

    • Financial platforms

    • Fund associations

    • International organisations

  • We conducted a benchmarking study for a major insurance company, analysing emerging practices in ESRS-aligned reporting to inform its internal reporting roadmap. Separately, we produced a cross-country diagnostic for a Ministry of Finance, comparing green budgeting practices across EU member states to inform national policy development.

  • → Executive and investment team training: Tailored sessions for banks, funds, and insurers to build capacity on ESG risks, sustainable product development, and regulatory trends

    → Training for associations and platforms: Delivering accessible, sector-specific training for members of professional and industry associations

    → Custom learning journeys: Supporting institutions in designing their own in-house education and training programmes for ESG and sustainability

    → Targeted policy and regulation briefings: Providing up-to-date briefings and workshops on evolving EU regulation, tailored to ministries, regulators, and supervisory authorities

    • Financial institutions

    • Industry associations

    • Regulators

    • Supervisory bodies

  • We have worked with leading banks and insurance companies to co-develop multi-day training programmes for specific business lines — from retail and product development to corporate banking — helping them understand the implications of sustainable finance regulations and build confidence in integrating ESG into their day-to-day operations and strategic planning.

We help institutions develop internal know-how and capacity on sustainable finance and climate topics.

We also help design and implement stakeholder engagement strategies and plans.

Capacity Building
& Training

Bespoke
solutions?

Facing a sustainability challenge?

Let us help you find the right solution based
on best practice and comprehensive research.

Get in touch