ESG Services
Elevate your fund's environmental, social, and governance strategy to new heights with our suite of services.
Howard Nurtman
Enabling organizations to navigate the evolving landscape of sustainable investing with confidence and transparency.
Our Approach
Our Environmental, Social, and Governance (ESG) services provided our clients with the ability to integrate ESG considerations into its investment process, meet regulatory requirements and stakeholder demands for ESG information, and effectively manage ESG risks and opportunities in its portfolio.
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ESG Service Offerings
With the increasing focus on ESG factors in investment decision-making, investment funds are seeking services that help them integrate ESG considerations into their investment processes and ensure compliance with relevant disclosure requirements. Our services include:
Strategy Development
Assisting the fund in developing an Environmental, Social, and Governance (ESG) strategy that aligns with its investment objectives and values.Â
Implementation Support
Providing guidance and support in implementing the ESG strategy across the fund's portfolio.
Disclosure Compliance
Ensuring compliance with relevant ESG disclosure requirements, such as regulatory reporting, industry standards (e.g., Global Reporting Initiative, Sustainability Accounting Standards Board), and investor demands for ESG information.
Performance Measurement & Reporting
Developing and implementing ESG performance measurement and reporting frameworks to track and report on the fund's progress towards its ESG goals.Â
Engagement & Advocacy
Supporting the fund in engaging with portfolio companies and other stakeholders on ESG issues, such as corporate governance, climate change, social impact, and diversity and inclusion.Â
Risk Management
Assisting the fund in identifying, assessing, and managing ESG risks associated with its investments.
Ready to enhance your investment strategy by leveraging our ESG services?
We purposely designed our solutions as a key element to your success.
E78 is collaborative and resourceful...We have approximately ten professionals covering our needs with an integrated and synchronized approach. My only regret is not having retained them much earlier.
Meet Our ESG Team of Experts
Our team of experts has worked with hundreds of firms solving their ESG needs
Nick Castoria
Vince Calcagno
Howard Nurtman
Explore Our Other Services
Fund Solutions
Outsourced Fund Services
We provide outsourced C-Suite partners to PE, VC, and Real Estate firms. Our seasoned executives lead portfolio reporting, fund accounting, operations, and compliance, while overseeing fund administration, investor services, coordination with external vendors, and more.
Fund Compliance
We will help you build your regulatory policies and procedures from the ground up, and then provide on-site inspections, education and training for staff, as well as reviewing marketing materials and completing all necessary forms.
Fund Administration
We set up, maintain and review your business’s fund accounting, financial operational and investor reporting, and develop, maintain and update valuation policies and procedures.
Tax Services
We provide professional tax consulting, tax return preparation, and comprehensive assistance with business formations including entity selection and IRS audits.
Download: CFO Services for Private Equity Funds and their Portfolio Companies
The right people, processes, and systems that make up your fund solution are critical elements to help ensure success. Download this whitepaper to learn more.
