Solutions for more resilient investments

We work with financial institutions to identify risk and opportunity, respond to changing expectations, and turn sustainability priorities into practical action. Our solutions support decisions across the investment lifecycle, from fund strategy and due diligence to portfolio management, value creation and reporting.

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Our approach

Sustainability shapes investment decisions, stakeholder expectations, and long-term performance. The right response depends on the strategy, the asset class, and the ownership model, so it is rarely the same twice.

Our Finance Advisory team works with clients to focus on the issues that matter most, design programmes that fit, and turn complex information into clear decisions.

We bring strategic, technical, and commercial advice together. Our advisers draw on specialists across SLR in climate, engineering, and environmental and social performance, alongside digital and modelling capability, so our work is grounded in how businesses and assets operate.

Whether you are setting strategy, evaluating an investment, engaging portfolio companies, or preparing for disclosure, we stay involved from direction-setting through to delivery.

Get in touch with our Sustainable Finance team
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Advice designed to work in practice. Strategic, technical and commercial expertise, connected from institution and fund level through to the assets themselves.

Building sustainability into how you invest

Sustainability works best when it is built into how a firm invests, not added deal by deal. We help clients put the foundations in place: policies and screening criteria, environmental and social management systems embedded in IC processes, and training for the deal teams and portfolio company managers who apply them.

This also shapes how clients answer to their own investors, from DDQ responses and LP updates to reporting under UN PRI, SFDR and 2X Challenge, and impact frameworks backed by the independent verification that makes results credible. Systems are aligned to recognised standards such as the IFC Performance Standards and the Equator Principles.

Where we work across the investment lifecycle

SLR supports investment firms and their assets from diligence to exit by assessing ESG risks, identifying opportunities, and strengthening ESG and impact programmes, leading to enhanced value at exit.

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Finance-Industry Related Capabilities

Responsible Investment Strategy

Develop a focused sustainability approach that reflects your investment strategy, stakeholder priorities, and organisational ambition.

We help investment firms define priorities, establish governance, develop policies and processes, and embed sustainability considerations across the investment lifecycle.

Supporting Technical Services:

  • Strategy, roadmap, and programme design
  • Policy development
  • Governance and operating models
  • Materiality and priority setting
  • Fund-level sustainability frameworks
  • Stakeholder and investor engagement
  • Training and capacity building

Transaction and Due Diligence Support

Identify material sustainability risks and opportunities before making investment decisions.

We provide decision-useful analysis that helps investment teams understand potential exposure, management maturity, and opportunities for improvement. Our approach can scale from efficient screening to in-depth technical assessment.

Supporting Technical Services:

  • Pre-investment screening
  • Buy-side and vendor due diligence
  • Climate risk assessment
  • Risk prioritisation and investment committee support
  • Post-close action planning

Portfolio Management and Engagement

Build a consistent, scalable approach to monitoring performance and engaging portfolio companies.

We help investors translate firm-level commitments into portfolio-level action. Our programmes create visibility into material issues while giving portfolio companies practical tools and support.

Supporting Technical Services:

  • Portfolio baseline E&S assessments
  • KPI and data framework development
  • Annual monitoring and reporting
  • Portfolio company engagement
  • Playbooks, guidance, and training
  • Performance benchmarking
  • Escalation and remediation support

Value Creation and Implementation

Turn identified sustainability opportunities into practical initiatives that support stronger businesses.

From initial prioritisation through to implementation, we help companies advance initiatives that can improve resilience, reduce exposure, strengthen operations, and respond to customer and stakeholder expectations.

Supporting Technical Services:

  • Sustainability value creation planning
  • Company-level roadmaps
  • ESG management systems
  • Operational improvement initiatives
  • Energy and resource efficiency
  • Supply chain and responsible sourcing
  • Workforce and governance programmes
  • Exit readiness and equity-story support

Climate Strategy and Decarbonisation

Understand climate-related exposure and develop credible plans for resilience and emissions reduction.

We connect investment objectives with climate science, technical analysis, and implementation expertise. Our teams help clients assess risk, establish targets, improve data, and build actionable transition plans.

Supporting Technical Services:

  • Climate risk and opportunity assessment
  • Greenhouse gas inventories
  • Target setting
  • Decarbonisation roadmaps
  • Transition planning
  • Physical climate risk and resilience
  • Portfolio climate analytics
  • Climate-related reporting

Measurement, Reporting, and Disclosure

Create reliable information that supports management decisions and stakeholder communication.

We help clients determine what to measure, improve the quality of their data, and communicate progress clearly. Our approach keeps reporting connected to strategy and performance rather than treating disclosure as an isolated exercise.

Supporting Technical Services:

  • ESG data strategy
  • KPI selection and definition
  • Data collection and quality improvement
  • Investor and stakeholder reporting
  • Sustainability reportings
  • Framework and regulatory alignment
  • Disclosure readiness
  • Claims and communication review

Finance-Industry Projects

  • Aerial view of cars on a road surrounded by trees
    Project

    Global

    United Nations Industrial Development Organization

    Finance

    Global Clean Hydrogen Program Funding Portfolio


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  • Project

    London and other global financial centres

    PE firms and investment funds

    Finance

    Pre-investment ESG assessments for financial sector clients


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  • An institutional investor in South Africa partnered with SLR to review and strengthen its ESG and Impact Management and Measurement System. The initiative addressed performance gaps, aligned practices with global standards, and developed a strategic roadmap to improve data-driven decision-making. This enhanced the investor’s ability to monitor, evaluate, and report ESG impact, reinforcing its leadership in responsible investing.
    Project

    Africa

    Institutional investor in South Africa

    Finance

    Impact management and measurement system for an institutional investor in South Africa


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  • Project

    Multiple

    Kinross Gold Corporation

    Mining

    Valuation of exploration properties


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  • Data analyst working on business analytics dashboard with charts, metrics and KPI to analyze performance and create insight reports for operations
    Project

    Berlin

    ACT (Action, Collaboration, Transformation)

    Industry & Technology

    ACT Accountability and Monitoring Report 2025


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  • Project

    USA

    Confidential

    Finance

    Private equity ESG program support


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  • SLR conducted E&S due diligence for a Moroccan bank in 18 African countries, reviewing ESG risks, green finance, and social policies for alignment.
    Project

    Africa

    British International Investment

    Finance

    SLR sustainable finance support BII (UK development finance institution) in one of the largest transaction in the banking sector in Africa


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  • Project

    UK

    3i

    Finance

    Pre-investment ESG support services


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  • Project

    USA

    Private equity firm

    Finance

    ESG assessment of private equity investment


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  • Graduation cap on financial charts, symbolising Africa’s first Gender-Linked Bond by a South African industrial group, verified and advised on by SLR.
    Project

    Africa

    South African Industrial Group Commissioned

    Government & Communities

    Gender-linked bond second party opinion verification


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  • Project

    Denmark/Germany

    Scandlines Danmark ApS

    Government & Infrastructure

    Vendor due diligence of potential environmental liabilities


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Our Team Includes

Get in Touch

We're here to support you in Making Sustainability Happen. Get in touch for a collaborative discussion about what that could look like for your organisation.

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Further Reading

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