Sustainable finance advisory for banks, MFIs, and investors.
We help financial institutions align with sustainability roadmaps, integrate ESG and climate risk, launch credible green products, and produce disclosures that stand up to review.
Foundations & business case
Strategic assessment, common terminology, roadmap alignment diagnostics, and the internal business case for a sustainable finance mandate.
Governance & organisational readiness
Board-level mandates, RACI models, policy gap analysis, and the operating structure needed to make implementation stick.
Regulation & taxonomy
Interpretation of local and international taxonomies, eligibility criteria, and screening workflows suited to your portfolio.
Climate & ESG risk management
Portfolio heatmaps, exposure mapping, scenario framing, and integration of ESG into credit and enterprise risk.
ESMS integration
Environmental and social management systems embedded into the loan cycle: screening, due diligence, ESAPs, monitoring, and escalation.
Green product structuring
Product concept notes, eligibility criteria, evidence packs, and MSME-fit designs for solar, efficiency, and resilience finance.
Data, disclosure & reporting
Minimum viable data fields, dashboards, and disclosure narratives that can be reproduced quarter after quarter.
Implementation toolkits
Templates, checklists, and workflows that turn strategy into daily practice for credit, risk, product, and compliance teams.
How an engagement unfolds
A phased approach that keeps depth proportionate to the decision at hand.
Discover
Scoping conversations, stakeholder mapping, and a read of the regulatory and market landscape you operate in.
Diagnose
Gap analysis against taxonomy and roadmap expectations, portfolio heatmaps, and an ESG maturity baseline.
Design
Governance model, ESMS workflows, product eligibility criteria, and disclosure architecture — tailored to your operating model.
Deliver
Implementation toolkits, team training, and a first-quarter review to make sure the framework survives real portfolios.
Who we work with
Financial institutions and capital providers turning sustainability commitments into workable practice.
Commercial banks
Integrating ESG and climate risk into credit, product, and enterprise risk frameworks.
Microfinance institutions
Building green product lines and ESMS proportionate to MSME lending realities.
DFIs & impact investors
Structuring eligibility, evidence, and reporting that satisfies mandate and audit.
Regulators & industry bodies
Drafting taxonomy, disclosure guidance, and roadmap milestones grounded in market feasibility.
Standards and frameworks we work to
Our financial studies are anchored in the frameworks that regulators, development finance institutions, and auditors actually reference.
Taxonomy and eligibility
National sustainable finance roadmaps alongside EU taxonomy logic and international green-loan and green-bond principles for eligibility screening.
IFC Performance Standards
The environmental and social benchmark most DFIs apply — the backbone of ESMS design, categorisation, and E&S action plans.
PCAF financed emissions
Portfolio-level Scope 3 Category 15 accounting with documented data-quality scoring, the accepted basis for a bank's headline climate number.
TCFD and IFRS S2
Four-pillar governance, strategy, risk management, and metrics architecture — the structure supervisors and investors expect disclosure to follow.
Go deeper
Detailed guides on the frameworks and methods behind our financial practice.
Climate risk management for banks and MFIs
How financial institutions identify, measure, and manage physical and transition climate risk across credit, portfolio, and enterprise risk frameworks.
How to design a green loan product
From eligibility criteria and evidence requirements to pricing, monitoring, and impact reporting — what it takes to launch a green credit line that survives audit and actually gets used.
GRI, IFRS S2, and TCFD compared
A technical breakdown of the three reporting frameworks for banks and investors — scope, materiality, and a practical adoption sequence.
ESMS implementation for financial institutions
How banks, MFIs, and leasing companies build an Environmental and Social Management System that satisfies lenders and supervisors without overwhelming a small credit team.
Common questions
What is sustainable finance advisory?
Sustainable finance advisory helps banks, microfinance institutions, and investors integrate environmental and social considerations into governance, credit, products, and disclosure. In practice it covers taxonomy and eligibility frameworks, ESG and climate risk integration, environmental and social management systems, green product design, and reporting that satisfies regulators and funders.
What is an ESMS and why does a bank need one?
An Environmental and Social Management System is the set of policies, procedures, and responsibilities that lets a lender identify and manage environmental and social risk across the loan cycle — screening, categorisation, due diligence, action plans, monitoring, and escalation. Development finance institutions and correspondent banks generally require a functioning ESMS as a condition of funding.
How long does an ESG integration engagement take?
Scope drives duration. A governance and gap assessment typically runs four to eight weeks. Full ESMS design and rollout, including procedures, tools, and staff training, generally takes three to six months. Green product design runs in parallel and can reach pilot within two to three months once eligibility and evidence requirements are agreed.
Do smaller institutions need the same depth as large banks?
No — proportionality is a principle regulators apply explicitly. A microfinance institution needs the same rigour but far less machinery: a shorter screening checklist, simpler categorisation, and impact metrics derived from data already captured at disbursement. Over-engineering is the most common reason frameworks stop being used.
Where should your institution start?
A short scoping conversation is usually enough to identify the first study worth commissioning.