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ESG as-is analysis
a. Eight to ten workshops to review (and document) existing processes and compliance programme b. Desktop review of client literature, reports, policies, and trainings
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ESG gap analysis
a. Definition of requirements to identify the ESG gaps and risks for processes, policies, reports, and trainings b. Provide recommendations and guidelines against regulations and market best practice c. Build up or revamp the ESG risk framework
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Approach selection and market radar analysis
a. Four to six workshops to decide on whether to offer no ESG product, own ESG product, or third-party ESG product b. Vendor analysis and shortlisting applicable approaches or vendors
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Implementation
a. IT specification and testing support b. Change management to amend processes c. Draft and align new client literature, policies, procedures, and reports d. Training and rollout support
