ESG for financial institutions

Integrating sustainability into your business strategy is becoming increasingly important for financial institutions and is developing into a key success factor. To leverage the associated opportunities, it is essential to consistently embed ESG criteria in your corporate structure, risk management and capital allocation. Changing values in society, new regulatory requirements, and guidelines from supervisory authorities and legislators are providing clear impetus – and calling for holistic ESG approaches in the financial sector.


As your partner, we provide comprehensive support on your institution-specific ESG transformation journey. Our services aim not only at regulatory compliance, but also enable you to generate additional value – for example, through new product and investment strategies, improved and transparent sustainability-related risk management, a stronger reputation, and the integration of ESG data and analyses into your decision-making processes. Our experts help you to see ESG as an opportunity and to use it profitably in strategic terms.

Our services for financial institutions

[[Translate to "English"]] Nachhaltiges Gebäude

Reporting

  • Regulatory compliance: Support in meeting EU taxonomy, CSRD, and SFDR requirements.
  • Data management: Establishment of efficient processes for collecting, validating, and aggregating sustainability-related metrics.
  • Transparency & comparability: Development of consistent ESG KPI systems for better internal and external communication.
  • Reporting: Drafting or reviewing sustainability, ESG, or non-financial according to common standards (e.g., ESRS, VSME, GRI, DNK).
     
[[Translate to "English"]] Wald Vogelperspektive

Climate accounting

  • CO2 footprint analysis: Calculation of direct and indirect emissions (Scope 1-3) according to recognized standards (e.g., GHG Protocol or PCAF).
  • Data collection & validation: Identification of relevant data sources and quality assurance of climate data.
  • Scenario analyses: Assessment of potential climate risks and opportunities at portfolio or company level.
  • Decarbonization strategies: Development of reduction pathways and measures to achieve net-zero targets.
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Governance and strategy

  • ESG integration: embedding sustainability in corporate strategy, business models, and decision-making processes.
  • Roles & responsibilities: defining clear governance structures, responsibilities, and control mechanisms.
  • Guidelines & policies: developing ESG guidelines, codes of conduct, and sustainability policies.
  • Board training: Raising awareness among executives of ESG issues and regulatory requirements.
[[Translate to "English"]] Hochhaus

Risk management

  • Sustainability risks: Identification and assessment of physical and transitional ESG risks for financial institutions.
  • Integration into risk processes: Incorporation of ESG aspects into existing risk and control frameworks (e.g., ICAAP, ILAAP).
  • Stress tests & scenario analyses: Development of climate-related stress tests to assess portfolio vulnerabilities.
  • Disclosure requirements: Support in implementing regulatory transparency requirements (e.g., TCFD, EBA guidelines).
  • Climate resilience analysis: ssessing how vulnerable business areas, loan portfolios or assets are to climate risks and defining measures to strengthen resilience.
[[Translate to "English"]] Dachstrukturen

ESG products

  • Product structuring: Advice on designing sustainable financial instruments in line with international market standards.
  • KPI definition & target setting: Development of relevant ESG indicators and target values for measuring sustainability performance.
  • Second party opinion & verification: Independent audits and external assessments.
  • Impact reporting: Setting up transparent reporting mechanisms to document environmental and social impacts for investors.
Simone Yuson

Simone Yuson

Partner

Alessa Bergstreser

Alessa Bergstreser

Manager

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Quick ESG check: Is your company ready for the future?

Quick ESG check: Is your company ready for the future?

Determine your ESG maturity level and identify potential for development and optimization on your path to sustainable transformation.

Gain insights into the action areas, opportunities and enhancement measures required to implement your sustainability strategy in line with current and future regulatory requirements. Only available in German.

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