SUPPORT FOR INVESTMENT FUNDS

METHODOLOGY

Pre-investment phase

Coaching phase

Divestment phase

FOCUS ON ESG DUE-DILIGENCE

ESG due-diligence consists of analysing the target company’s performance in terms of ESG criteria: environmental, social and governance criteria.


Examples of assignments

  • Design and implementation of a strategy to lead portfolio companies towards committed growth

  • Benchmark of CSR & ESG practices of investment funds

  • Workshop to build ESG priorities & initiate the first impact initiatives for the fund and portfolio companies

EXAMPLES OF POOL CONSULTANTS

ESG/CSR Consultant

9 YEARS OF PROFESSIONAL EXPERIENCE

EM Lyon

Sustainable development

  • Design/redesign of CSR strategies for large groups, SMEs and SMIs
  • Support for the decarbonisation of activities for SMEs and SMIs
  • ESG portfolio reviews and ESG due diligence for funds
  • Regulatory support (including CSRD, taxonomy, SFDR)

FUNCTIONAL EXPERTISE

CSR strategies

ESG due diligence

Carbon footprints

Decarbonisation

Impact strategies

Cleantechs

CSRD

Taxonomy 

SFDR

SG/CSR Consultant

16 YEARS OF PROFESSIONAL EXPERIENCE

POLITICAL SCIENCE & HR/ESS

Development of ESG products

  • ESG Due Diligence assignments prior to the acquisition of a stake Sectors: Pharma, Energy, Construction
  • ESG Vendor Due Diligence assignments prior to resale of investments Sectors: Plastics Industry, Construction

FUNCTIONAL EXPERTISE

ESG due diligence

Analysis/Synthesis

Market research

Benchmark