Implementing a sustainability strategy for a
multi-national wealth management provider

As a financial institution, our client has significant & ever-evolving regulatory and stakeholder expectations on its approach to sustainability and its connection to their broader business model.

Our Scope

  • Ambition setting, including science-based targets and supporting roadmap development
  • Provided programme management function to ensure strategic alignment & delivery against plan
  • External disclosure support including TCFD, climate transition plans and CDP
  • Supply chain engagement strategy and bespoke education programme
  • Governance oversight, including monitoring of ISO system implementation
  • Leadership support, including embedded Interim Head of Climate role to support implementation of operational strategy

Outcomes

  • Our client was one of the first financial institutions to have targets approved by the Science Based Target initiative
  • Developed a robust supplier engagement programme, targeting key suppliers, providing education and resources for suppliers to set their own science-based emissions reduction targets
  • Delivered a global environmental management system to provide governance over key environmental impacts, covering ~90% of global portfolio, certified to ISO 14001

Transformation

Focus on core:

Incendium has been engaged by the client for
multiple years, acting as a strategic partner
to support develop, mature and implement
its sustainability strategy.

Strengthen and differentiate brand:

Achieving industry recognised reporting
and disclosure standards enhances
reputation in the market.

 

 

Glossary 

CDP – Carbon Disclosure Projec
ESG –-Environmental, Social & Governance
CSRD – Corporate Sustainability Reporting Directive
ISO – International Organisation for Standardisation
TCFD – Task Force on Climate-related Financial Disclosure