SUSTAINABLE FINANCE
Once a niche and differentiating factor, sustainable investing has now become a core pillar of financial product offerings.
In recent years, the strengthening of regulatory frameworks (in France and across Europe) has played a major role in the expansion of ESG practices within the financial sector.
The integration of sustainability criteria into investment offerings is increasingly becoming a market expectation, requiring firms to define a clear and distinctive strategic positioning.
Athanase Consulting assists asset and wealth management firms in defining and implementing their ESG strategy through:
- Definition of ESG strategic orientations
- Benchmarking and identification of market opportunities (products, services, and solutions)
- Review and optimization of the overall ESG strategy
- Steering and operational deployment of strategic ESG objectives
Athanase Consulting provides regulatory support on ESG requirements applicable to both management companies and investment products.
Regulation applicable to asset & wealth managers:
- ESG regulatory compliance diagnostics covering the full set of applicable regulations
- Impact assessments and compliance implementation (governance, policies, and procedures)
- Support in drafting regulatory reports (e.g. LEC 29)
- Design and implementation of remediation plans
- Regulatory training
- Regulatory watch and ongoing monitoring
Regulation applicable to investment products:
- Structuring of products compliant with SFDR requirements (term sheet, prospectus / fund rules, SFDR pre-contractual annex, periodic reporting under Article 11 SFDR)
- Transformation of Article 6 funds into Article 8 or Article 9 funds
- Review of marketing materials and external communications for ESG compliance
Athanase Consulting assists asset and wealth managers in designing and implementing their ESG transformation programs, through:
- Definition of new target operating models
- Securing key ESG data and ensuring full data lineage
- Rationalization of ESG market data and external providers
- Strengthening and industrializing the ESG reporting production process
- Support in selecting data providers (needs definition, RFI, RFP)
- Support in selecting and implementing market-leading tools
Athanase Consulting assists firms in ensuring transparent and compliant ESG communication through:
- Support in developing external communication plans (website, client reports, marketing materials, regulatory disclosures)
- Critical review of external communications related to ESG