Financial Services

Driving sustainable performance through ESG solutions in the financial sector.
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Finance’s Role in the New Era

Financial Institutions (FIs) are increasingly leveraging the value of Environmental, Social & Governance (ESG) from both risk management and business opportunity perspectives. FIs are not only using ESG to protect their operations and investments; they are also leveraging it as a tool to differentiate their brands and increase customer attraction and retention.

In addition, FIs are subject to a series of recent and emerging regulatory standards that are driving significant action globally. These standards cover a range of ESG topics, including climate risk, and increasingly, product classifications. The sector also has industry frameworks in place and organisations driving common approaches and standards around ESG and Responsible Investment.

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Case Studies

Green city building
case study
Assessing Alignment to BBVA’s Sustainability-linked Bond Framework

The Situation Food company Borges signed a sustainable loan with BBVA Group for €15.7 million. BBVA appointed Anthesis to evaluate its sustainability commitment through the issuance of a second party opinion. This external review assesses Borges alignment to BBVA’s sustainability -linked bond framework and its over-arching objectives and strategy. Solutions Sustainable Finance & Transactions Impact…

city of london skyview
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Setting Private Equity Net Zero Targets for Partners Group

The Situation In response to regulatory and stakeholder pressure, Partners Group sought to establish a set of credible net zero targets for its PE and Infra investment portfolios. After conducting a review of relevant target-setting methodologies, they concluded they should follow guidance of the Net Zero Investment Framework Component for Private Equity (NZIF for PE)….

woman training note scaled 1
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Conducting EU Taxonomy Eligibility Assessment for Prisa

The Situation Anthesis was appointed by Prisa, a Spanish media conglomerate, to conduct an eligibility assessment to determine Prisa’s alignment to the EU Taxonomy. Anthesis delivered an eligibility and alignment report which identified eligible activities from the Taxonomy Climate Delegated Act. Anthesis provided further regulatory advisory by conducting a second assessment of Prisa’s alignment to…

Ocean Water Coast Nature scaled 1
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Developing ESG Portfolio Program for Sherpa Capital

The Situation In early 2023 Anthesis was appointed by Sherpa Capital to develop its ESG portfolio program and support portfolio companies with their sustainability strategy. Anthesis has been working with Sherpa Capital to conduct ESG healthchecks as part of its portfolio engagement program. This process involves identifying material risks and opportunities, resulting in the development…

Planting Feature
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Developing Research for the British International Investment Emerging Economies Climate Report

The Situation Anthesis is proud to have assisted British International Investment (BII) with its 2023 Emerging Economies Climate Report. The report looks at how the climate crisis affects businesses in emerging economies to raise awareness of the impacts of climate change now and in the future, and the investment needed to support these businesses. Solutions…

emissions from a chimney
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Supporting Inter-American Development Bank to Release Green Hydrogen Report

The Situation In 2015, at the 21st Conference of the Parties in Paris, 195 countries signed a legally binding agreement to engage in outlining and implementing national strategies to keep global warming “well below 2°C above pre-industrial levels.” Achieving this target will require a monumental change in how we use and consume materials and energy. Energy…

UK London Building City
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Collaborating with the WWF on Financial Sector Impacts Report

The Situation We collaborated with the World Wide Fund for Nature (WWF) to write and publish a report regarding the UK financial sector’s role in deforestation in Asia and Latin America. Our Solutions We assessed the policies of financial institutions on environmental and social impacts and reviewed voluntary and mandatory due diligence frameworks and proposed…

woman training note
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Human Rights Training for Portfolio Companies

The Situation On behalf of a private equity firm, we designed and delivered awareness-raising training on human rights for procurement and ESG managers from their 30+ portfolio companies. Our Solutions We began by outlining the regulatory landscape on human rights due diligence before diving into practical steps to conduct it, drawing connections between the UNGPs…

cacao cocoa hands
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Supply Chain Risk Mapping in West Africa

The Situation A European investor asked Anthesis to carry out a comparative analysis of the supply chains of cocoa, palm oil, and poultry in West Africa. Our Solutions We conducted targeted public record research and engaged with local civil society organisations, labour rights lawyers, industry associations and other relevant contacts in the three sectors. Impacts…

pile of clear plastic bottles
case study
Delivering UK Plastic Waste Market Assessments for ECP

The Situation US-based energy transition and decarbonisation infrastructure investor ECP, formerly Energy Capital Partners, sought a detailed understanding of the current and future UK plastic waste market. The objective was to support ECP’s due diligence for a proposed acquisition of Biffa plc, one of the UK’s leading integrated waste and recycling companies with a leading…

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I have worked with Anthesis for many years. They have a depth of ESG understanding and expertise, allowing real analysis and advice on the emerging issues that are becoming increasingly material to our clients. What sets them apart is their willingness and ability to apply this, together with technology solutions, to enhance the quality and speed of their reporting.

Paul Davies – Latham & Watkins

Anthesis supported us in the preparation of our 2018 Integrated Report and in the development of the materiality analysis of Roche Colombia. Their experience and knowledge were key to allowing us to focus on the most important issues for our company and stakeholders, and helped them [our stakeholders]  understand our advances in environmental, economic, social and good corporate governance.

Alejandro Wilches – Roche

We wanted the ESG screen as we were keen to understand the definition of ESG and to see the criteria you would be using. We were also interested to see how others would view us through this lens. The Anthesis screen provided us a with a “mirror”. The value to Neste was that it confirmed we are on a right track to addressing ESG issues. It also helped us to identify some potential improvement opportunities, several of which we are working on, and others that warrant further evaluation.

Neste

Over the last 18 months, Anthesis’ expert but human approach has seen our partnership grow across a multitude of areas of ESG. An absolute pleasure to work with, Anthesis have seamlessly integrated into our ways of working. Immediately grasping where we were in our ESG maturity, they have shown a genuine desire to help us move things forward through applying expertise and passion from across a vast array of subjects and sectors.

Richard Mason – Head of ESG, AO

Our sustainable finance consulting experts understand the unique challenges facing the Financial Services sector, and have delivered ESG strategy development and implementation support to a broad range of Financial Institutions across banking, insurance, asset owners and managers (including Private Equity), brokerage, support and advisory business.

We also work with multinational financial institutions, regional and national regulators and supervisory agencies to provide support and drive sustainable performance. Our sustainable finance consulting team brings decades of experience of supporting our clients with mergers and acquisition and transaction support, as well as with sustainable finance products.

ESG Solutions for the Finance Sector

Finance Insights

Financial Sector Team

Tim Clare
Tim Clare

Director

UK

Barrett Lawson
Barrett Lawson

Director

North America

Joana Capote Soares
Joana Capote Soares

Director

Portugal

Cristina Knapp
Cristina Knapp

Managing Director

Brazil

sherwood li
Sherwood Li

Country Manager

China

Satu Juntunen
Satu Juntunen

Managing Director

Finland

Frank Schmidt
Frank Schmidt

Managing Director

Germany

Roberto Salvati
Roberto Salvati

Managing Director

Italy

We are the world’s leading purpose driven, digitally enabled, science-based activator. And always welcome inquiries and partnerships to drive positive change together.

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