
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