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ESG Advisory, Data, and Analytics Services

Gain clarity on your firm’s ESG requirements and build a strong compliance program with our dedicated ESG advisory services.

Behind the increased demand for environmental, social, and governance (ESG) investing is a heightened regulatory focus and a greater need for transparency and standardization. The ESG landscape is evolving rapidly and requires additional resources to meet investor and regulatory expectations.

Our ESG advisory services helps firms of all sizes develop and monitor ESG programs to mitigate risk, make informed choices, grow profitably and sustainably, and combat greenwashing in the process.

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Our solutions

We provide global compliance and sustainability expertise to review and develop ESG programs based on best practices, current regulatory requirements, and robust oversight processes. Our support covers the following areas:

Program Management
  • Policies & Procedures Development
  • Carbon Footprinting
  • Net-Zero Management
  • DEI Baselining and Training
  • Portfolio Performance Assessment
  • Reporting (UN PRI, TCFD, SFDR)
  • Marketing and Disclosures Review
  • Portfolio ESG Risk Monitoring – Private and Public Investors
  • Annual Portfolio Carbon Footprinting
  • Annual Portfolio Climate Risk Analysis
ESG Consulting Services and Assurance
  • Portfolio Testing
  • Disclosure Verification
  • Principles for Responsible Investment (UN PRI) – Report Readiness and Assurance
  • Annual ESG Compliance Review
ESG Data and Analytics

ACA's ESG data & analytics solution, Ethos, can help our clients understand and design metrics programs according to client/investor preferences, track those metrics and report on progress over time, and advise staff on compliance around evolving ESG regulations.

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Product Spotlight

Introducing ACA's ESG Data & Analytics Solution, Ethos ESG!

We’re pleased to announce that we've acquired Ethos ESG, a provider of environmental, social, and governance (ESG) ratings data and software for financial advisors, asset managers, institutions, and investors.

This acquisition marks ACA’s first analytics offering, which will be paired with ACA’s ESG consulting service experts to form an integrated tech and advisory offering under our ESG advisory services practice. ACA’s new ESG consulting firm platform will help our clients understand and design metrics programs according to client/investor preferences, track those metrics and report on progress over time, and advise staff on compliance around evolving ESG regulations.

For a deeper understanding of the role played by ESG data providers, we invite you to explore our insightful article "Five Things to Know About ESG Data Providers". This resource sheds light on the crucial aspects of ESG data providers and their significance in today's evolving landscape.

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Why work with us?

  • Unmatched Expertise: Benefit from a trusted and experienced partner with in-depth knowledge of the market and regulations
  • Comprehensive ESG Solution: Support across the spectrum of ESG program maturity in one comprehensive offering
  • Stay Ahead of the Shifting Landscape: Balance demands from investors, regulators, and stakeholders while keeping up with constant changes in the ESG space
  • Fee Transparency: Predictable fee model helps avoid scope creep – more fee transparency where others may have a daisy-chain of SOWs
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What ESG advisory offers

  • Program management
  • Portfolio company implementation and oversight
  • Transaction due diligence
  • Assurance
  • Enterprise-level ESG

What is ESG?

Environmental, social, and governance (ESG) is a lens that can be applied to any form of investing to consider non-financial factors that are not traditionally reported to assess an investment’s overall worthiness.

In recent years, firms increasingly add ESG metrics to their investment processes to provide for more complete analyses and support better investment decision-making. Discussion of ESG activities is also being added to annual reports and, in some cases, being built into standalone ESG reports.

Environmental (E)

Covers themes that impact the Earth, both positively and negatively. Includes climate change, natural resources scarcity, pollution and waste, permitting, and environmental opportunities.

Social (S)

Consists of people-related elements both within the firm and society as a whole. Includes labor issues, human rights, customer satisfaction, data protection and privacy, and diversity and inclusion.

Governance (G)

Encompasses items relating to the firm’s leadership and board as well as the firm's implementation of ESG policies. Includes board composition, diversity of the board, ethical business practices, lobbying, political contributions, account and tax transparency, and relationships with the SEC and other regulatory bodies.

Our team

Since ACA launched its ESG Advisory Practice, the team has grown to include subject matter experts in the ESG space, with years of industry and regulatory experience and key professional certifications. In 2021, ACA’s ESG practice supported over 83 unique client companies, across nearly 200 unique ESG projects. Our client base includes: Private Markets, Diversified Financials, and Hedge Funds.

Dedicated ESG Advisory and Technology Staff

28

And Counting

On Average

14

Years of ESG Experience at the Senior Level

All part of a

1,250+

ACA Global Team

Awards and Recognition

HFM US Services Awards Best ESG Advisory

Our leadership team

Dan Mistler

Dan Mistler

Head of ESG Advisory
Alyssa Briggs

Alyssa Briggs

Managing Director of Client Development, ESG Advisory
Peyun Kok

Peyun Kok

Managing Director, ESG Advisory Social Lead
headshot of Julian Seelan, ACA

Julian Seelan

Managing Director, ESG Advisory Technology Lead
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ESG insights