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Financial Services
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class="campaign-hero__sub-heading">Our industries</span> <h1 class="campaign-hero__heading">Financial Services</h1> <p class="campaign-hero__description">Financial Services is at the heart of every economy around the world. Without it, no other sector can operate. </p> </div> </div> </div> </section></div><div class="block ermeditorialblock "> <div class="editorial-content-width" data-content-width="leftpoint3"> <h2 class="" ></h2> <p>Companies in the financial services sector and the organizations they work with are experiencing increasing pressure from regulators and wider society for greater transparency around the actions they are taking to integrate Environmental, Social and Governance (ESG) factors in their investment and ownership processes and the way they themselves operate. This can be seen throughout the industry, in statements from leading investors, voluntary initiatives and market practices.</p> <p>ERM works with all aspects of the financial services sector from banks and development institutions, to asset managers such as private and listed equity and their portfolio companies across sectors including renewable energy and infrastructure, consumer goods, manufacturing, etc., as well as asset owners including pension funds, insurers and Sovereign Wealth Funds. We have a range of services to help our clients in this industry address strategic, tactical, and operational opportunities and risks arising from ESG factors. These include: </p> <ul> <li>ESG strategy, policy and implementation framework and related advisory services </li> <li>Transaction Advisory services (ESG due diligence, project finance environmental and social due diligence and monitoring, post-merger integration, etc.) </li> <li>Decarbonization services including from Carbon accounting to Science Based Targets (SBTs), investment grade value-led decarb strategies, and Net-Zero strategies. </li> <li>Portfolio analysis, strategy and implementation – from ESG integration to decarbonization with a focus on quantitative value creation other than managing risks.</li> <li>Sustainability/ESG reporting and disclosure, ESG ratings/rankings, stakeholder mapping and investor engagement </li> <li>Social issue advisory including, human rights, modern slavery, geopolitical challenges, supply chain, stakeholder mapping, and conflict resolution </li> </ul> <p>ERM continues to evolve the range of skills and experiences within financial services, to help in operationalizing sustainability with world’s leading organizations. We help clients gain better insight into strategic risks and opportunities by making their impact transparent and measurable. Our intention is to give our clients greater comfort in understanding and managing their risks and realizing returns on capital, while improving their sustainability aspirations. </p> </div> </div><div class="block articlelistingblock2023 "> <div class="article-listing"> <section class="heading-block"> <div class="heading-block__subtitle " ></div> <div class="heading-block__heading-wrapper "> <h2 class="heading-block__heading" >Discover valuable insights into the Finance industry, guiding sustainable practices and informed decisions.</h2> <a class="heading-block__cta" href="/insights/"> <span>view all insights</span> <svg width="16" height="16" viewBox="0 0 16 16" fill="none" xmlns="http://www.w3.org/2000/svg"> <g id="arrow-right"> <path id="Vector" d="M3.33301 8H12.6663" stroke="#0a2b14" stroke-linecap="round" stroke-linejoin="round" /> <path id="Vector_2" d="M8 3.3335L12.6667 8.00016L8 12.6668" stroke="#0a2b14" stroke-linecap="round" stroke-linejoin="round" /> </g> </svg> </a> </div> </section> <div class="article-listing__featured-articles article-listing__featured-articles--split"> <a href="/insights/better-together-matchmaking-finance-technology-and-sustainability-leaders-to-create-more-value/" class="article-listing__article sustainabilityInstitute"> <img class="article-listing__article-image" src="/contentassets/8e082f62b1334cc6bd8800d5e22229a6/better-together-matchmaking-finance-technology-and-sustainability-leaders-to-create-more-value-teaser.jpg?width=450" /> <div class="article-listing__content"> <div class="article-listing__article-tag"> Blog </div> <h4 class="article-listing__article-title">Better Together: Matchmaking finance, technology and sustainability leaders to create more value</h4> <div class="article-listing__authors"> <p>By Mark Lee, Brian Komar</p> </div> <div class="article-listing__date"> <svg width="13" height="12" viewBox="0 0 13 12" fill="none" xmlns="http://www.w3.org/2000/svg"> <g opacity="0.4" clip-path="url(#clip0_2870_288)"> <path 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class="article-listing__article-tag"> Article </div> <h4 class="article-listing__article-title"> ESG focus shifts from risk to value creation</h4> <div class="article-listing__authors"> <p>By Andrew Radcliff, Claudia Solaini</p> </div> <div class="article-listing__date"> <svg width="13" height="12" viewBox="0 0 13 12" fill="none" xmlns="http://www.w3.org/2000/svg"> <g opacity="0.4" clip-path="url(#clip0_2870_288)"> <path d="M6.8335 11C9.59492 11 11.8335 8.76142 11.8335 6C11.8335 3.23858 9.59492 1 6.8335 1C4.07207 1 1.8335 3.23858 1.8335 6C1.8335 8.76142 4.07207 11 6.8335 11Z" stroke="#246027" stroke-linecap="round" stroke-linejoin="round" /> <path d="M6.8335 3V6L8.8335 7" stroke="#246027" stroke-linecap="round" stroke-linejoin="round" /> </g> <defs> <clipPath id="clip0_2870_288"> <rect width="12" height="12" fill="white" transform="translate(0.833496)" /> </clipPath> </defs> </svg> <p>07 February 2023</p> </div> <div class="article-listing__article-footer"> <button type="button" 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xmlns="http://www.w3.org/2000/svg"> <g opacity="0.4" clip-path="url(#clip0_2870_288)"> <path d="M6.8335 11C9.59492 11 11.8335 8.76142 11.8335 6C11.8335 3.23858 9.59492 1 6.8335 1C4.07207 1 1.8335 3.23858 1.8335 6C1.8335 8.76142 4.07207 11 6.8335 11Z" stroke="#246027" stroke-linecap="round" stroke-linejoin="round" /> <path d="M6.8335 3V6L8.8335 7" stroke="#246027" stroke-linecap="round" stroke-linejoin="round" /> </g> <defs> <clipPath id="clip0_2870_288"> <rect width="12" height="12" fill="white" transform="translate(0.833496)" /> </clipPath> </defs> </svg> <p>16 May 2024</p> </div> <div class="article-listing__article-footer"> <button type="button" class="article-listing__article-button"> <span> Read </span> <svg width="16" height="16" viewBox="0 0 16 16" fill="none" xmlns="http://www.w3.org/2000/svg"> <g id="arrow-right"> <path id="Vector" d="M3.33301 8H12.6663" stroke="#0a2b14" stroke-linecap="round" stroke-linejoin="round" /> <path id="Vector_2" d="M8 3.3335L12.6667 8.00016L8 12.6668" stroke="#0a2b14" stroke-linecap="round" stroke-linejoin="round" /> </g> </svg> </button> <div class="brand-logo"> <img src="/contentassets/ee8940f3c8714ff2ae0d532ca4512193/pixel.png" alt="Brand Logo" /> </div> </div> </div> </a> </div> </div> </div><div class="block contactblock "> <section class="contact-block contact-block--no-links"> <div class="contact-block__left-column"> <div class="contact-block__subtitle"></div> <h2 class="contact-block__title">Speak to our industry experts</h2> <ul class="contact-block__contacts "> <li class="contact-block__contact"> <div class="contact-block__contact-person"> <img class="contact-block__contact-image" alt="" src="/globalassets/peter-rawlings-bio-400x400.jpg" /> <div class="contact-block__contact-detail"> <div class="contact-block__contact-name">Peter Rawlings </div> <h4 class="contact-block__contact-title">Partner</h4> </div> </div> <div class="contact-block__contact-location">Global</div> <div class="contact-block__contact-bottom"> <a class="contact-block__contact-email" href="mailto:peter.rawlings@erm.com"> <span>Email us</span> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewBox="0 0 16 16" fill="none"> <g> <path d="M3.33398 8H12.6673" stroke="#0A2B14" stroke-linecap="round" stroke-linejoin="round" /> <path d="M8 3.3335L12.6667 8.00016L8 12.6668" stroke="#0A2B14" stroke-linecap="round" stroke-linejoin="round" /> </g> </svg> </a> </div> </li> <li class="contact-block__contact"> <div class="contact-block__contact-person"> <img class="contact-block__contact-image" alt="" src="/contentassets/6e4be0fbecf342d89472ec27ad8d6a7a/andrew-radcliffe.jpg" /> <div class="contact-block__contact-detail"> <div class="contact-block__contact-name">Andrew Radcliff </div> <h4 class="contact-block__contact-title">Partner</h4> </div> </div> <div class="contact-block__contact-location">North America</div> <div class="contact-block__contact-bottom"> <a class="contact-block__contact-email" href="mailto:andrew.radlcliff@erm.com"> <span>Email us</span> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewBox="0 0 16 16" fill="none"> <g> <path d="M3.33398 8H12.6673" stroke="#0A2B14" stroke-linecap="round" stroke-linejoin="round" /> <path d="M8 3.3335L12.6667 8.00016L8 12.6668" stroke="#0A2B14" stroke-linecap="round" stroke-linejoin="round" /> </g> </svg> </a> </div> </li> <li class="contact-block__contact"> <div class="contact-block__contact-person"> <img class="contact-block__contact-image" alt="" src="/contentassets/6e4be0fbecf342d89472ec27ad8d6a7a/giovanni-aquaro.jpg" /> <div class="contact-block__contact-detail"> <div class="contact-block__contact-name">Giovanni Aquaro </div> <h4 class="contact-block__contact-title">Partner</h4> </div> </div> <div class="contact-block__contact-location">EMEA</div> <div class="contact-block__contact-bottom"> <a class="contact-block__contact-email" href="mailto:giovanni.aquaro@erm.com"> <span>Email us</span> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewBox="0 0 16 16" fill="none"> <g> <path d="M3.33398 8H12.6673" stroke="#0A2B14" stroke-linecap="round" stroke-linejoin="round" /> <path d="M8 3.3335L12.6667 8.00016L8 12.6668" stroke="#0A2B14" stroke-linecap="round" stroke-linejoin="round" /> </g> </svg> </a> </div> </li> <li class="contact-block__contact"> <div class="contact-block__contact-person"> <img class="contact-block__contact-image" alt="" src="/contentassets/6e4be0fbecf342d89472ec27ad8d6a7a/oliver-moore.jpg" /> <div class="contact-block__contact-detail"> <div class="contact-block__contact-name">Oliver Moore </div> <h4 class="contact-block__contact-title">Partner</h4> </div> </div> <div class="contact-block__contact-location">APAC</div> <div class="contact-block__contact-bottom"> <a class="contact-block__contact-email" href="mailto:oliver.moore@erm.com"> <span>Email us</span> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewBox="0 0 16 16" fill="none"> <g> <path d="M3.33398 8H12.6673" stroke="#0A2B14" stroke-linecap="round" stroke-linejoin="round" /> <path d="M8 3.3335L12.6667 8.00016L8 12.6668" stroke="#0A2B14" stroke-linecap="round" stroke-linejoin="round" /> </g> </svg> </a> </div> </li> <li class="contact-block__contact"> <div class="contact-block__contact-person"> <img class="contact-block__contact-image" alt="" src="/contentassets/6e4be0fbecf342d89472ec27ad8d6a7a/federica-salazar.jpg" /> <div class="contact-block__contact-detail"> <div class="contact-block__contact-name">Federica Salazar </div> <h4 class="contact-block__contact-title">Partner</h4> </div> </div> <div class="contact-block__contact-location">LAC</div> <div class="contact-block__contact-bottom"> <a class="contact-block__contact-email" href="mailto:federica.salazar@erm.com"> <span>Email us</span> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" viewBox="0 0 16 16" fill="none"> <g> <path d="M3.33398 8H12.6673" stroke="#0A2B14" stroke-linecap="round" stroke-linejoin="round" /> <path d="M8 3.3335L12.6667 8.00016L8 12.6668" stroke="#0A2B14" stroke-linecap="round" stroke-linejoin="round" /> </g> </svg> </a> </div> </li> </ul> </div> </section> </div><div class="block datacapturecontainerblock "> <section class="data-capture-form data-capture-form--green"> <div class="data-capture-form__content"> <h3 class="Form__Title">Contact us</h3> <p class="Form__Description">Get in touch with our experts to discover how our experienced teams across the world can meet your sustainability and environmental needs.</p> </div> <div class="data-capture-form__form"> <form method="post" novalidate="novalidate" data-f-metadata="" aria-labelledby="559f452b-e4ae-4209-a384-f42457434196_label" enctype="multipart/form-data" class="contact-us__form EPiServerForms ValidationSuccess" data-f-type="form" id="559f452b-e4ae-4209-a384-f42457434196"> <script type="text/javascript"> // This view acts as a rendering template to render InitScript(and server-side Form's descriptor) in FormContainerBlock's client-side for Form[559f452b-e4ae-4209-a384-f42457434196]. //TECHNOTE: all serverside (paths, dynamic values) of EPiServerForms will be transfered to client side here in this section. (function initializeOnRenderingFormDescriptor() { // each workingFormInfo is store inside epi.EPiServer.Forms, lookup by its FormGuid var workingFormInfo = epi.EPiServer.Forms["559f452b-e4ae-4209-a384-f42457434196"] = { Id: "559f452b-e4ae-4209-a384-f42457434196", Name: "9 - ALL SITE FORM", // whether this Form can be submitted which relates to the visitor's data (cookie, identity) and Form's settings (AllowAnonymous, AllowXXX) SubmittableStatus : {"submittable":true,"message":""}, ConfirmMessage : "", ShowNavigationBar : true, ShowSummarizedData : false, // serialize the dependency configuration of this form to clientside DependenciesInfo : [], // keep all fieldName which are not satisfied the field dependency conditions DependencyInactiveElements: [], // Validation info, for executing validating on client side ValidationInfo : [{"targetElementName":"__field_32835","targetElementId":"918a7a88-364b-4ae2-8d7f-cb32fdfa12c5","validators":[{"type":"EPiServer.Forms.Implementation.Validation.RequiredValidator","description":null,"model":{"message":"This field is required.","validationCssClass":"ValidationRequired","additionalAttributes":{"required":"","aria-required":"true"}}}]},{"targetElementName":"__field_32832","targetElementId":"ee9fb05f-e455-4957-a5d4-5e3b409b5cb5","validators":[{"type":"EPiServer.Forms.Implementation.Validation.RequiredValidator","description":null,"model":{"message":"This field is required.","validationCssClass":"ValidationRequired","additionalAttributes":{"required":"","aria-required":"true"}}}]},{"targetElementName":"__field_32833","targetElementId":"d7be4ad1-56b5-42a1-9c92-eb4f68ab6b1b","validators":[{"type":"EPiServer.Forms.Implementation.Validation.RequiredValidator","description":null,"model":{"message":"This field is required.","validationCssClass":"ValidationRequired","additionalAttributes":{"required":"","aria-required":"true"}}}]},{"targetElementName":"__field_37621","targetElementId":"f4d685b5-53c7-4802-b34d-9ec4f13ac9ff","validators":[{"type":"EPiServer.Forms.Implementation.Validation.CaptchaValidator","description":null,"model":{"message":"Enter the characters you see in the picture.","validationCssClass":null,"additionalAttributes":null}}]},{"targetElementName":"__field_32831","targetElementId":"232ed1f5-0f4a-471a-ac59-4d928b859fc0","validators":[{"type":"EPiServer.Forms.Implementation.Validation.RequiredValidator","description":null,"model":{"message":"This field is required.","validationCssClass":"ValidationRequired","additionalAttributes":{"required":"","aria-required":"true"}}}]}], // Steps information for driving multiple-step Forms. StepsInfo : { Steps: [{"index":0,"attachedUrl":"","dependField":null,"dependCondition":null,"isActive":true,"attachedContentLink":"","dependValue":"","elementName":"__field_","guid":"00000000-0000-0000-0000-000000000000"}] }, FieldsExcludedInSubmissionSummary: [], ElementsInfo: {"__field_32835":{"type":"EPiServer.Forms.Implementation.Elements.TextboxElementBlock","friendlyName":"Name","customBinding":false},"__field_32832":{"type":"EPiServer.Forms.Implementation.Elements.TextboxElementBlock","friendlyName":"Company","customBinding":false},"__field_32833":{"type":"EPiServer.Forms.Implementation.Elements.TextboxElementBlock","friendlyName":"Email","customBinding":false},"__field_32836":{"type":"EPiServer.Forms.Implementation.Elements.TextareaElementBlock","friendlyName":"How can we help?","customBinding":false},"__field_32831":{"type":"EPiServer.Forms.Implementation.Elements.ChoiceElementBlock","friendlyName":"Consent button","customBinding":false},"__field_32834":{"type":"EPiServer.Forms.Implementation.Elements.SubmitButtonElementBlock","friendlyName":"Submit button","customBinding":false}}, DataSubmitController: "/EPiServer.Forms/DataSubmit" }; /// TECHNOTE: Calculation at FormInfo level, and these values will be static input for later processing. workingFormInfo.StepsInfo.FormHasNoStep_VirtualStepCreated = true; // this FLAG will be true, if Editor does not put any FormStep. Engine will create a virtual step, with empty GUID workingFormInfo.StepsInfo.FormHasNothing = false; // this FLAG will be true if FormContainer has no element at all workingFormInfo.StepsInfo.AllStepsAreNotLinked = true; // this FLAG will be true, if all steps all have contentLink=="" (emptyString) })(); </script> <input type="hidden" class="Form__Element Form__SystemElement FormHidden FormHideInSummarized" name="__FormGuid" value="559f452b-e4ae-4209-a384-f42457434196" data-f-type="hidden" autocomplete="off" /> <input type="hidden" class="Form__Element Form__SystemElement FormHidden FormHideInSummarized" name="__FormHostedPage" value="34089" data-f-type="hidden" autocomplete="off" /> <input type="hidden" class="Form__Element Form__SystemElement FormHidden FormHideInSummarized" name="__FormLanguage" value="en-GB" data-f-type="hidden" autocomplete="off" /> <input type="hidden" class="Form__Element Form__SystemElement FormHidden FormHideInSummarized" name="__FormCurrentStepIndex" value="0" data-f-type="hidden" autocomplete="off" /> <input type="hidden" class="Form__Element Form__SystemElement FormHidden FormHideInSummarized" name="__FormSubmissionId" value="" data-f-type="hidden" autocomplete="off" /> <input name="__RequestVerificationToken" type="hidden" value="iauLR-4aEqBkvgJ4w_XRjJQk8jN-ljmjcWl8afVg-9yDCoZ6qzG5NlDtKDNw97w1MRQKizzhhv2jq_P3Ae0Rrv94eaf4LxZekD3Hl4N5BXI1" /> <div data-f-mainbody class="Form__MainBody contact-us__form-main"> <section id="__field_" data-f-type="step" data-f-element-name="__field_" class="Form__Element FormStep Form__Element--NonData" data-f-element-nondata> <input name="__field_38988" id="40b7f760-9c15-433a-9e40-f0a52ae20952" type="hidden" class="Form__Element FormHidden FormHideInSummary" value="https://www.erm.com/industries/financial-services/" /> <div class="Form__Element FormTextbox ValidationRequired" data-f-element-name="__field_32835" data-f-type="textbox"> <label for="918a7a88-364b-4ae2-8d7f-cb32fdfa12c5" class="Form__Element__Caption">*Name</label> <input name="__field_32835" id="918a7a88-364b-4ae2-8d7f-cb32fdfa12c5" type="text" class="FormTextbox__Input" aria-describedby="__field_32835_desc" value="" required aria-required="true" data-f-datainput aria-invalid="false" autocomplete="off"/> <span class="Form__Element__ValidationError" data-f-linked-name="__field_32835" data-f-validationerror="" id="__field_32835_desc" style="display:none"></span> </div><div class="Form__Element FormTextbox ValidationRequired" data-f-element-name="__field_32832" data-f-type="textbox"> <label for="ee9fb05f-e455-4957-a5d4-5e3b409b5cb5" class="Form__Element__Caption">*Company</label> <input name="__field_32832" id="ee9fb05f-e455-4957-a5d4-5e3b409b5cb5" type="text" class="FormTextbox__Input" aria-describedby="__field_32832_desc" value="" required aria-required="true" data-f-datainput aria-invalid="false" autocomplete="off"/> <span class="Form__Element__ValidationError" data-f-linked-name="__field_32832" data-f-validationerror="" id="__field_32832_desc" style="display:none"></span> </div><div class="Form__Element FormTextbox ValidationRequired" data-f-element-name="__field_32833" data-f-type="textbox"> <label for="d7be4ad1-56b5-42a1-9c92-eb4f68ab6b1b" class="Form__Element__Caption">*Email</label> <input name="__field_32833" id="d7be4ad1-56b5-42a1-9c92-eb4f68ab6b1b" type="text" class="FormTextbox__Input" aria-describedby="__field_32833_desc" value="" required aria-required="true" data-f-datainput aria-invalid="false" autocomplete="off"/> <span class="Form__Element__ValidationError" data-f-linked-name="__field_32833" data-f-validationerror="" id="__field_32833_desc" style="display:none"></span> </div><div class="Form__Element FormTextbox FormTextbox--Textarea" data-f-element-name="__field_32836" data-f-modifier="textarea" data-f-type="textbox"> <label for="b54a9a56-9abf-457a-8563-b755b6fb9600" class="Form__Element__Caption">How can we help?</label> <textarea name="__field_32836" id="b54a9a56-9abf-457a-8563-b755b6fb9600" class="FormTextbox__Input" data-f-label="How can we help?" data-f-datainput aria-describedby="__field_32836_desc" aria-invalid="false" autocomplete="off"></textarea> <span class="Form__Element__ValidationError" data-f-linked-name="__field_32836" data-f-validationerror="" id="__field_32836_desc" style="display:none"></span> </div><div class="Form__Element FormCaptcha" data-f-element-name="__field_37621" data-f-type="captcha"> <label class="Form__Element__Caption" for="f4d685b5-53c7-4802-b34d-9ec4f13ac9ff"> Word verification </label> <button name="submit" type="submit" data-f-captcha-image-handler="f4d685b5-53c7-4802-b34d-9ec4f13ac9ff" value="RefreshCaptcha" class="FormExcludeDataRebind FormCaptcha__Refresh" data-f-captcha-refresh> Refresh captcha </button> <img src="/EPiServer.Forms/DataSubmit/GetCaptchaImage?elementGuid=f4d685b5-53c7-4802-b34d-9ec4f13ac9ff" alt="An error has occurred while getting captcha image" class="FormCaptcha__Image" data-f-captcha-image /> <input id="f4d685b5-53c7-4802-b34d-9ec4f13ac9ff" name="__field_37621" type="text" class="FormTextbox__Input FormCaptcha__Input FormHideInSummarized" data-f-datainput aria-describedby="__field_37621_desc" aria-invalid="false"/> <span class="Form__Element__ValidationError" data-f-linked-name="__field_37621" data-f-validationerror="" id="__field_37621_desc" style="display:none"></span> </div><div aria-invalid="false" aria-required="true" class="Form__Element FormChoice ValidationRequired" data-f-element-name="__field_32831" data-f-type="choice" id="232ed1f5-0f4a-471a-ac59-4d928b859fc0" required=""> <fieldset aria-describedby="__field_32831_desc"> <legend class="Form__Element__Caption">Consent</legend> <label> <input type="radio" name="__field_32831" value="By checking this box you consent to share your information with ERM and be contacted by an ERM representative. If at any point you want to withdraw your consent please email us. If you have any questions on how we handle personal data please refer to our privacy policy." class="FormChoice__Input FormChoice__Input--Radio" data-f-datainput /> By checking this box, you consent to share your information with ERM and be contacted by an ERM representative. If at any point you want to withdraw your consent, please email us. 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