Advisory Services I Millani I ESG Integration

INVESTOR ADVISORY SERVICES

At Millani, we transform businesses into success stories.

We work with our clients to fully understand their businesses, challenges, and vision. We put them at the center of everything we do and partner with them to deliver truly innovative solutions. Additionally, we leverage our strategic market studies to better serve our clients, enhancing our ability to tailor our approaches to their unique needs.

We have one aim and one goal – to be our clients' best partner.

Services offered to investors:

Governance

Market updates and training
Executive coaching (sustainability, ESG, impact, etc.)
External managers assessment and proxy voting initiatives

Investment strategy

Integration of ESG/sustainability-related issues into investment decisions and processes
Responsible investment (RI) strategy, policy, and action plan
Fund product development
Market assessment/market survey

Implementation support

Due diligence questionnaires development
ESG assessment scorecards
ESG policy development
Sustainability outcomes target setting
External manager evaluation
Asset classes due diligence tools

Materiality assessment

Financial and/or impact materiality assessments (IFRS, CSSB and CSRD- aligned assessments)(fund and firm)

Engagement and monitoring

External managers and proxy voting guideline assessment
External manager engagement
Engagement with portfolio companies
ESG training and capacity building for portfolio companies

ESG/Sustainability ratings review

Fund ESG/sustainability rating reviews and benchmarking

Disclosure and strategic communications

Disclosure of financial and/or impact materiality assessments (fund and firm)
TCFD/TNFD advisory
Regulatorily-aligned reporting (IFRS, CSRD, SFDR, etc.)
ESG disclosures and communications support
Investor ESG/sustainability/responsible investment reporting

Strategy development

Impact investment strategy, policy, action plan, and reporting (including theory of change development) aligned with OPIM, IMP, IRIS+, SFDR
Impact fund design, strategy and assessment
Investment manager assessment, team training, and education sessions
Sustainability outcomes identification

Disclosure

OPIM disclosure statements and verification
Sustainable issuance reporting
Investor and external impact reporting

Strategy development

Climate/Biodiversity scenario planning and analysis
Assessment of climate/biodiversity risks and opportunities in the portfolios
Support in the development of mitigation and engagement strategies

Implementation support

Peer benchmarking on climate/biodiversity practices, risk management and target setting
Developing governance mechanisms for climate/biodiversity risks and opportunities oversight
Support on selecting appropriate mechanisms for engaging on climate/biodiversity topics
Developing climate/biodiversity due diligence questionnaires for portfolio companies

Disclosure and strategic communications

Climate/biodiversity disclosures gap analysis
Climate/biodiversity communications peer benchmarking
TCFD/TNFD Reporting
Internal climate/biodiversity reporting and dashboards
Climate/biodiversity reporting and updates to investors

Education and training

Market updates and training
Executive coaching and education (sustainability, ESG, impact, etc.)

Strategy

Integration of sustainability and impact considerations into business lines and segments
Sustainability and impact-related action plan development
Identification of sustainability and impact-related business drivers

Independent research and thought leadership

White label or third party thought leadership