ESG Advisory: Customized solutions aligned with your investment objectives
Successful integration of ESG in private equity investing requires a clear focus on the financial materiality of ESG topics.
During each engagement, we identify and prioritize company specific factors with the greatest potential to materially impact enterprise value during the holding period. Performance assessments are informed by industry specific benchmarks, the first step toward effective risk mitigation and performance improvement.
Fulcrum’s experience in commercial due diligence allows us to excel in ESG assessments. The insight Fulcrum consultants capture through primary research interviews with customers and other industry stakeholders during market due diligence unlocks a more detailed and actionable understanding of ESG performance.
Whether you are interested in taking the first step or the next step in your sustainable investing journey, Fulcrum is ready to provide support.
Highly customized, decision-useful, effort-efficient:
Each engagement is unique. Fulcrum consultants distill a vast array of potentially relevant information to craft a manageable—and decision-useful—set of material topics for evaluation.
Example topics for evaluation in this process include:
Workplace Injury Rates (S)
Supply Chain Risks (G)
Energy Consumption (E)
Greenhouse Gas Emissions (E)
Carbon Footprint (E)
Water Usage (E)
Recycling & Waste (E)
Product Safety (S)
Management Effectiveness (G)
Business Practices (G)
Cybersecurity (G)
Data Security (G)
Executive Compensation (G)
Employee Engagement (S)
Risk Management (S)
Health & Safety (S)
Fulcrum Consulting Group is a signatory to the UN Principles for Responsible Investing (PRI). All Fulcrum consulting team members are provided access to leading ESG certificates including IFRS’ Fundamentals of Sustainability Accounting (FSA), GRI Reporting, and PRI’s Responsible Investing.
