Evalueserve Sustainability Solutions Overview and Select Strategic ESG Case Studies

Evalueserve provides dedicated intelligence on ESG themes, regulatory landscape, and emerging opportunities by combining unique data, global frameworks, custom analytics, and domain expertise. As a result, our clients, including some of the leading management consulting, advisory, and other professional services firms, benefit from an in-depth, multi-factor analysis of topical issues leading them to quantify risks, uncover opportunities, and integrate ESG into their clients’ unique value proposition on sustainability.

How We Support Our Clients

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• Case Study 1: Evaluating Decarbonizing Opportunities in the Energy as a Service Market for a Real Estate Investment Firm
• Case Study 2: ESG Data and Strategy Benchmarking Model for a Management Consulting Firm
  
• Case Study 3: What is Insightsfirst LENS on Sustainability and How it is Supporting the ESG Advisory Practice Across PS Firms
  
  
  
  Latest ESG Report
• LENS on Green Finance – Navigating the Path to Sustainable Finance
  
  

Latest Strategic ESG Case Studies

Case Study 1: Evaluating Decarbonizing Opportunities in the Energy as a Service Market for a Real Estate Investment Firm

Our client envisioned to grow revenue from the energy and sustainability market by ~20x in 5 years. Therefore, the client sought Evalueserve's domain expertise to outline a GTM (go-to-market) strategy, conduct due diligence on the most attractive opportunities, and validate the opportunity size (TAM/SAM) available to the client across 25 categories.

Evalueserve proposed a three-step approach:

• EXPLORE: Interactive workshop with the client to understand client’s M&A objectives, characteristics of target categories, and opportunity attributes
• ANALYSE: Detailed scoring of categories based on client insights, qualitative assessment, expert interviews, and quantitative data
• ACT: Screening and ranking of >25 targets within high-priority categories (TAM, SAM, growth, business model fit, and GTM strategy)

Insights from the study enabled the client to narrow down the list and shift focus on the most profitable categories, access a list of target opportunities across top categories, and acquire 2 of the top 15 companies ranked high priority within 3-6 months of research conclusion.

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Case Study 2: ESG Data and Strategy Benchmarking Model for a Management Consulting Firm

Our client intended to undertake ESG assessments to gauge the relationship between ESG metrics and long-term financial performance of companies across key sectors. However, in their endeavor to do so, the client had faced numerous challenges, ranging from inadequate data disclosure of ESG performance and risks by companies to fragmentation in global standards and ESG taxonomies.

To support impactful decision making, we adopted a three-step approach:

• Framing ESG Data Model: Capture data around ESG criteria, as well as screen sub-sector-specific KPIs, and positive/negative news over the past 3 years

• ESG Scoring and Peer Benchmarking: Developed a prioritization framework and assigned sub-weightages to ESG themes and related KPIs based on materiality
• Insights and Risk Opportunity Identification: Prepared an ESG insights report by comparing ratings by leading ESG-related analytics and rating firms, assessing divergence measures, and preparing a risk and opportunity landscape of the target company

The ESG assessments helped the client in analyzing the relationship between the target company’s sustainable performance and correlation/causation with its share price volatility and financial performance.

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Case Study 3: What is Insightsfirst LENS on Sustainability and How it is Supporting the ESG Advisory Practice Across PS Firms

Insightsfirst LENS on Sustainability is an insights platform that provides dedicated intelligence on ESG themes, regulatory landscape, and emerging opportunities. In addition, Insightsfirst LENS offers dedicated ESG intelligence on prospects and key accounts by sector and themes to support X-sector learning and development, ESG advisory, ESG investment, and business development teams.

Case snippets on different modules of the platform:

• Competitive Intelligence: Supported a client with comprehensive and timely insights on competitors’ developments in the ESG advisory market, including thought leadership, eminence, and investment activities made by their consulting peers
• Sector & Account Intelligence: Provided a client with curated industry-specific and key account insights. Supported in developing a deeper understanding of ESG developments, increased consultants’ visibility on sustainability issues, and provided insights to engage clients on emerging risks and ESG initiatives
• Regulatory Intelligence: Enabled a client to monitor emerging compliance and controversies easily. Our Relevance-Imminence Matrix helped the firm prioritize regulatory risks
• Opportunity and Risk Radar: Equipped a client with ESG insights on target markets and focused sectors, supported go-to-market strategy, and identified relevant business opportunities by offering real-time and dynamic alerts
  

LATEST WEBINAR: Strategic ESG Guardianship for Values-Driven Transformation

Latest ESG Report

LENS on Green Finance – Navigating the Path to Sustainable Finance

This report provides an overarching view of the FIs ESG landscape, beginning with how ESG integration is shaping opportunities, risk management frameworks, and product portfolios in the financial sector. It also discusses the critical role of emerging regulations while providing a brief outlook of three sub-sectors - banking, asset & wealth management, and insurance.

In this report, we seek to answer:

• What are the latest ESG trends in financial services? What are some of the best practices?
• How are geo-specific regulations shaping the ‘next what’ for FIs?
• How do we go beyond the broad brush and identify material issues and activities specific to sub-sectors – banking, asset & wealth management, and insurance?
• How are best-in-class FIs integrating ESG into their strategy, risk management frameworks, and solutions portfolio?
• What are the key implications for future opportunities?

Contact us to learn how Evalueserve’s solutions can support your ESG vision and strategy.