Areas of Service

NPA provides Asset Owners, Asset Managers, and Corporates with bespoke Sustainability & ESG solutions

 

NPA’s Business Pillars

Asset Management Advisory

NPA’s Asset Management service offerings provide asset owners and asset managers with bespoke solutions to develop responsible investment practices, accounting for the investment strategy and asset class, regulatory and investor expectations.

Corporate Advisory

NPA’s Corporate Sustainability service offerings are designed to provide maximum flexibility, ranging from standalone products to multi-stage and ongoing strategic & implementation solutions, allowing clients to meet their specific and evolving needs. 

Sustainability & ESG Strategy and Implementation

NPA works with asset owners and asset managers to develop their responsible investment strategy, and creates the necessary frameworks and processes to ensure ongoing implementation

NPA builds Corporate Sustainability strategies tailored to specific business and stakeholder needs, identifying fundamental drivers of a client’s Corporate Sustainability goals and developing comprehensive strategy that underpins relevant decision-making, implementation, policies, processes, and governance

Responsible Investment

  • Responsible Investment Frameworks

  • Responsible Investment Policy

  • Investment Due Diligence

Corporate Services

  • Current State Assessment

  • Materiality & Double Materiality

  • Target State & Gap Analysis

  • Roadmap & Implementation

Reporting

NPA produces a range of Sustainability & ESG reports and communication outputs, as well as expert assessment and feedback on client-generated content

Asset Management Reporting

  • SFDR Disclosures and Principle Adverse Impact Reporting

  • PRI Annual Reporting (2024)

  • Portfolio ESG Reporting

  • Stewardship Code Reports

  • Investor / Consultant ESG Questionnaires or RFPs

Corporate Sustainability Reporting

  • Internal and / or external

  • Voluntary and / or mandatory

  • Corporate ESG Reports (CSRD, ISSB, GRI, TNFD etc.)

  • Across jurisdictions (e.g., EU, US, UK, APAC)

Ongoing Support

NPA serves as an out-sourced Sustainability / ESG team, supporting clients with all aspects of their sustainability & ESG needs, including communications, understanding ongoing regulatory developments and changes, and stakeholder demands

Regulatory Support

In coordination with clients’ legal counsel, NPA assists with understanding sustainability & ESG regulation, including:

  • SFDR and SDR Disclosures

  • CSRD and CSDDD

  • SEC and State Level Regulation

  • UK SDS & BNG

  • HK SFC Climate-Related Risk Requirements

Advisory Services

NPA provides strategic and developmental advisory services with varying levels of engagement and timescales to meet client needs, driven by either specific asks / events or an ongoing, support role

ESG Communication

Support with industry and investor engagement such as:

  • RFPs

  • Investor Meetings

  • Marketing Presentations

  • Shareholder and Stakeholder Engagement

  • Responding to ad-hoc customer and / or client requests

  • Conferences, panels, & speaking engagements

Knowledge Building

Access to NPA’s Tailored Workshops, Online Training Modules, and Thought Leadership, equipping teams with the necessary capabilities to facilitate the successful implementation of Sustainability & ESG at both the firm and strategy level.

Tailored Workshops

  • Introduction to Sustainability / ESG

  • ESG Integration (strategy / asset class & firm strategy)

  • Human Capital

  • ESG Regulation and Reporting

Online Training Modules

  • The Fundamentals of Responsible Investing

  • ESG in the Investment Process

  • The Fundamentals of Corporate Sustainability / ESG

  • Sustainability / ESG Regulations in Context

Thought Leadership

  • ESG practical guides

  • Academic paper synopses

  • ESG white papers

  • Blog posts

Certificate of Assessment and Implementation

In depth assessment of existing policies, procedures and approach to ESG versus current perceived best practices. The assessment depends on client-specific characteristics such as industry, location, size, culture, and ESG ambitions. The assessment process yields a formal Certification Report that demonstrates that the company has engaged a third party to review their Responsible Investment (RI) and / or Corporate Sustainability (CS) processes and policies. The Certification Is done at two levels:

Level 1

Level 1 assesses ESG practices and policies as they relate to the firm's investment strategy or corporate practices. It looks to highlight current strengths as well as areas where practices can be further improved or communicated more effectively. This yields a clear gap analysis, an internal enhancement plan and external certification report.

Level 2

Level 2 conducts a mock audit of the ESG practices disclosed on the firm's external documents and ensures they are accurate, transparent, and can be evidenced internally through the necessary policies and procedures This yields a clear gap analysis, internal enhancement plan and external certification report.

This is not a verification of sustainability outcomes, rather a commitment to transparency and strengthening practices.

How NPA works with clients

NPA recognises that every organisation has distinct Sustainability / ESG goals and requirements, putting client collaboration at the centre of NPA’s advisory approach. NPA provides customised advice and services that align and reflect each client’s requirements, capabilities, ambitions, and organisational profile.

For more information, email info@northpeakadvisory.com.

“When it comes to business, sustainability, equality, and a clean environmental record are essential facets of financial performance.”

— NASDAQ, “The Importance of ESG Factors in Investment Decisions”

Speak to NPA today