How we help our clients

Our engagement with you is tailored to your precise needs, and can be scaled up and down with demand

Some example questions we have recently helped our clients answer:

Strategy

Understand risks and opportunities; develop a proportionate strategy that supports your growth

How do we use ESG to drive the most growth and create value?

What should our strategic priorities be for the next 1, 3, 5 years?

What is a right-sized gender diversity target, with supporting benchmarking analysis?

Can you help us build a proportionate engagement plan for our portfolio companies?

Communications

Explain your strategy clearly and consistently to internal and external stakeholders

Our investor wants us to respond to a CDP questionnaire,  What does this mean in practice, and what do you recommend we do?

How do we communicate our strategy so that it has the most impact with our different audiences?

Can you help me produce summary outputs of my ESG due diligence for my next investment committee?

Delivery

Embed and deliver your strategy, scaling up and down in line with demand

We’d like to produce an external facing Carbon Reduction Plan. Help us do this so we’re in line with best practice and future regulation?

Can you complete a double-materiality assessment?

Can you help us integrate a recently acquired business into our ESG strategy and align its performance?

Can you give me access to accurate ESG performance data for my small-cap holdings?

Reporting

Disclose your ESG performance, e.g. in your Annual Report, in line with evolving regulations and standards

Can you help us improve our MSCI ESG rating?

We are thinking of moving to the main market, how will this impact our ESG reporting?

Can you calculate our carbon footprint in line with regulations?

Can you provide me with an ESG risk score to support my client reporting obligations?

Who we work with

Outsourced ESG for UK small-cap companies and their investors

UK Public Companies

With a focus on small and mid-cap companies, we understand the unique demands of running these businesses. We are always mindful of your capacity for change and can bring unique data-informed perspectives to guide your business forward.

UK Private Companies

Our leadership have led companies through private ownership, private investment and IPO lifecycle stages. This coupled with our engagement with your potential future investors positions us well to put in place appropriate ESG strategies and build value.

UK Non-Departmental Public Bodies

We understand the landscape in which NDPB and other non-profit organisations operate and the government commitments which guide your decision making. We adopt pragmatic and holistic approach that guide our engagement with NDPBs.

Asset & Wealth Managers

We support Asset & Wealth managers both with the provision of our Addidat Platform and advisory services to help embed ESG into investment management processes and broader business practices.

Private Equity

Our Addidat Platform enables PE investment houses to build a view of the ESG performance of their portfolio(s) and target investments. Our purpose built platform, integrates with your operating model provides significant efficiency gains.

A selection of our recent client feedback

Our clients

How we work

Our Client Commitments outline the experience and benefits you can expect to receive

Data-Informed

Collaborative

High Quality

Outcome-Centric

Inquisitive & Current

HOW WE WORK


  • Our analysis is informed by data and facts

  • Our recommendations are evidence-based, prioritised & action-oriented

  • You will always receive advice right-sized to your organisation

  • You will know what actions to take, in what order, & why

  • You will get complete traceability to the data we have used

  • Our thorough client onboarding process allows us to quickly understand your priorities

  • If we don’t agree, we will discuss with radical candour

  • You will feel confident in our recommendations & that they are appropriate for your business

  • You will feel empowered to drive your strategy forwards

  • You may be respectfully challenged


  • Our high-calibre team simplify complex regulations and concepts

  • We use proven templates, methodologies and technology which means we can focus our time on your priorities

  • You will benefit from our wide network of experts 

  • You will receive outstanding expert advice from us, which we will embed into high quality deliverables


  • We have a balanced view of topics underpinning E, S and G.

  • We focus our efforts on where we can add the most value to your company

  • Your time and resources will be used efficiently

  • You will use our outputs – they are designed to be practical and incorporated into your organisation


  • We are curious ESG and data specialists; we remain up-to-date with the latest views of good practice and trends in the market

  • We see the mutual benefit in upskilling your team as we go

  • You will receive advice which considers the latest regulation, news and market sentiment

  • You will have clarity on the topics that matter and the confidence to communicate these to your stakeholders

WHAT YOU CAN EXPECT

How we work

Our Client Commitments outline the experience and benefits you can expect to receive

Data-Informed

HOW WE WORK

  • Our analysis is informed by data and facts

  • Our recommendations are evidence-based, prioritised & action-oriented

WHAT YOU CAN EXPECT

  • You will always receive advice right-sized to your organisation

  • You will know what actions to take, in what order, & why

  • You will get complete traceability to the data we have used


Collaborative

HOW WE WORK

  • Our thorough client onboarding process allows us to quickly understand your priorities

  • If we don’t agree, we will discuss with radical candour

WHAT YOU CAN EXPECT

  • You will feel confident in our recommendations & that they are appropriate for your business

  • You will feel empowered to drive your strategy forwards

  • You may be respectfully challenged


High Quality

HOW WE WORK

  • Our high-calibre team simplify complex regulations and concepts

  • We use proven templates, methodologies and technology which means we can focus our time on your priorities

WHAT YOU CAN EXPECT

  • You will benefit from our wide network of experts 

  • You will receive outstanding expert advice from us, which we will embed into high quality deliverables


Outcome-Centric

HOW WE WORK

  • We have a balanced view of topics underpinning E, S and G.

  • We focus our efforts on where we can add the most value to your company

WHAT YOU CAN EXPECT

  • Your time and resources will be used efficiently

  • You will use our outputs – they are designed to be practical and incorporated into your organisation


Inquisitive & Current

HOW WE WORK

  • We are curious ESG and data specialists; we remain up-to-date with the latest views of good practice and trends in the market

  • We see the mutual benefit in upskilling your team as we go

WHAT YOU CAN EXPECT

  • You will receive advice which considers the latest regulation, news and market sentiment

  • You will have clarity on the topics that matter and the confidence to communicate these to your stakeholders