Context
During the last few years, the financial scene has witnessed the significant rise of sustainable finance related topics as well as a rally towards Environmental, Social and Governance (ESG) products and ESG integration . Following the implementation of the EU Action plan, which integrates sustainability considerations into its financial disclosure policy framework in order to mobilize finance for sustainable growth, Financial Market Participants (FMPs) and Financial Advisors (FAs) are required to fulfill multiple disclosure requirements regarding the ESG Risks of their investments. Moreover, FMPs must evaluate their own ESG-related disclosures to ensure their accuracy as well as consistency in terms of marketing communications while taking into consideration ESG-related reputational and regulatory risks.
ESG Risk Assessment Tool
The demand for integrating sustainability considerations is growing. But how can you define and identify sustainability risks if there is no single market standard to assess the elements required to perform the risk assessment?
Challenges
The biggest challenge for financial market participants and financial advisors is the disclosure and integration of sustainability risks indicators within the risk management process of their investments.
How it works
Clients' portfolios are uploaded onto the tool which will consequently generate an ESG Risk report and assessment based on the composition of said portfolios. There are two other options that the ESG Risk Assessment tool can offer:
Full access to web version of the ESG Risk report,
Full access to a simulation tool for ESG Risk Assessment.
Your benefits
- Multiple data sources
Use of qualitative indicators for ESG assessment
Access to the report through our online platform,
Access to the standardized portfolio ESG risk report,
Access to the simulation model of ESG Risk at the portfolio level through our online platform.
Reporting at the agreed frequency.
Value
Our price offer is considered on a case-by-case basis , depending on the scope of assistance for our clients.
Sponsors
- Benjamin Gauthier
Partner, PwC Luxembourg - Marta Acabado Oliveira
Senio Associate, PwC Luxembourg - Turan Namazova
Senior Associate, PwC Luxembourg
