ESG Solutions

SERVICES OFFERED

• Policy And Framework

  • • Through partnership with an industry
      leader, we assist with the creation and
      reviews of an ESG policy and responsible investing statement aligned to vision, mission, and regulatory requirements.
    • Support managers with evolving EU ESG regulatory requirements such
      as SFDR¹and PAI²
    • Produce a Taxonomy-alignment assessment, resulting in a percentage for the Fund, a key disclosure requirement for Article 8/93 products.

• Fund Manager Review

  • • Assess the ESG controls and the sustainability profile of your underlying assets.
    • Evaluate exposure to exclusion industries, negative media exposure and/or the ability to deal with ESG-related issues.
    • Identify preliminary areas for improvement, paying specific attention to post-closing and certain potential strategic ESG value creation opportunities.

• Public Markets

  • • Comprehensive suite of ESG transparency reports for managers and investors to track investment performance in line with ESG characteristics.
    • Tailored reporting and analytics powered by integrated data feeds from the leading ESG data providers.
    • ESG data is mapped to portfolio, providing a top-level portfolio rating, highlighting top and bottom performing positions.

• Private Markets

  • • ESG risk assessments to uncover red flags and identify value-creation opportunities.
    • Comprehensive data collection service, starting at the pre-investment stage.
    • Ongoing data collection and monitoring service, tailored to industry, investment strategy and manager requirements.
    • Customized dashboards showing aggregated data at both company and portfolio level.

     

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    1 European Union Sustainable Finance Disclosure Regulation
    2 Principal Adverse Impacts
    3 Article 8 and 9 under SFDR classification

• MUFG Investor Services ESG Disclosure Statement

  • MUFG-Investor-Services-ESG-Disclosure-Statement