Sustainable finance
Sustainability Excellence has supported many of the region’s first green bonds, green sukuks, sustainability-linked bonds, ESG-screened regional investment funds and other sustainable finance innovations.
Client Segments
Banks
Key benefits for banks
Services for banks & financing products
Comprehensive ESG adoption solutions for banks
For banks at the early stages or in the process of ESG integration in financing, we offer comprehensive packages:
of ESG integration into investment decision-making and product innovation for competitive advantage, including initial gap analysis, objective setting, policy development, strategy, plan, impacts on governance and operating structure, impacts on investment products and product innovation, resource allocation, and other considerations.
of ESG integration function and capabilities, including tool kit development, training, ongoing support, provision of key ESG ratings and ESG market data and insights, and other elements.
of ESG integration, initially as a short term rapid solution while design and build out stages are in progress, then eventually either as a financially effective outsource team, additional support, or for additional external due diligence on ESG-related transactions.
Investment Firms
Key benefits for investment firms
Services For investment firms and investment products, private equity and sovereign funds
Comprehensive ESG adoption solutions for investment firms
For investment firms at the early stages or in the process of ESG integration into investment decision-making, we offer comprehensive packages:
of ESG integration into investment decision-making and product innovation for competitive advantage, including initial gap analysis, objective setting, policy development, strategy, plan, impacts on governance and operating structure, impacts on investment products and product innovation, resource allocation, and other considerations.
of ESG integration function and capabilities, including tool kit development, training, ongoing support, provision of key ESG ratings and ESG market data and insights, and other elements.
of ESG integration, initially as a short term rapid solution while design and build out stages are in progress, then eventually either as a financially effective outsource team, additional support, or for additional external due diligence on ESG-related investments. Includes ESG ratings reports for GCC and MENA listed companies as required.
Seeking Sustainable Financing
Key benefits for companies, holding companies or sovereign funds that are seeking sustainable financing
Services for companies and asset owners interested in a sustainable finance issuance
Comprehensive ESG adoption solutions for asset managers, holding companies, private equity and sovereign wealth funds
For sovereign funds, private equity, holding companies, and other asset managers, we offer a comprehensive approach to ESG adoption focused on maximizing portfolio growth and value:
Review of overall strategy through an ESG/sustainability lens, updating of corporate strategy, and corresponding comprehensive ESG strategy and implementation plan.
and tracking of ESG risks and opportunities and potential financial and other implications.
In depth assessment of climate exposure risks and opportunities. Includes internal calculation of financed emissions, trajectory of emissions, ability to make commitments such as Net Zero targets and/or alignment to existing obligations, and support in identification and consideration of portfolio-wide strategic options and considerations.
for both private and public companies within the existing portfolio, creating clarity of priorities within each asset, friendly competition amidst assets, and informing wider portfolio investment and divestment considerations.
of any asset under consideration for investment or acquisition, assessing hidden and financially material ESG/sustainability risks or opportunities.
ensuring assets have minimized ESG risks and optimized ESG performance for increased market valuation at time of IPO/exit.
Simple, flexible, convenient solutions for managing portfolio-wide ESG data, and asset-specific ESG data.
achieving world class reporting, sharing appropriate types and degrees of ESG disclosures.
Our client successes include, but are not limited to
- The first green sukuk issued by a company in the Kingdom of Saudi Arabia.
- More than a dozen public and private green bonds, sustainability-linked bonds, and sustainable loan transactions by one of the region’s largest banks.
- Launch of an ESG-screened regional investment fund by a major UAE bank.
- Integration of ESG risk analysis into lending processes of many major regional banks.
- Achievement of highest levels of second party opinion for several green bond issuances, resulting in millions of dollars in savings from lower financing fees.
- Supporting sovereign wealth funds in overall portfolio-wide analysis and integration of ESG/sustainability into overall strategy, driving portfolio efficiency gains.
