ESG for Financial Institutions

ESG is a hot topic on the agenda of the financial institutions. Clients ask for it, legislation requires it. Moreover, society calls upon the financial institutions to contribute to a sustainable future. Banks, insurance companies, asset managers and other market players are seen as a crucial factor to finance and realise the transformation to a sustainable economy.

Our approach 

Financial services organisations are increasing their ESG efforts in response to rising public concerns over the impact of climate and environmental risks and growing regulatory obligations. Integrating ESG into your business will require tailored solutions.

We can assist you to better understand and navigate the complexities of risks, opportunities and regulations in your ESG transformation journey.

Together, we can create sustainable change in financial services.

Our services

Mainstreaming ESG as an integral part of corporate strategy

Whether you are a bank, an insurance company or an asset manager, it is now the time to redefine your role and purpose by showcasing the value you can bring to employees, investors and society, while ensuring compliance with the ESG regulatory demands. 

We can help you with:

  • Identifying ESG objectives, risks and opportunities 

  • Development of ESG policies

  • Implementation of sustainable corporate strategy

  • Defining framework for responsible investments and portfolio management

  • Embedding ESG factors into risk management and operational processes

Holistic approach to integrate sustainability in all business aspects

On your journey in Regulatory and Operational Transformation and Sustainability Risk Management, we offer a wide range of tailored services to position your organization as a forerunner in sustainability. 

From regulatory gap analysis to embedding the ESG factors and the regulatory requirements coming from SFDR, Taxonomy, CSRD just to name a few - into your daily operations, from designing ESG Risk Management and Control Frameworks to developing your own ESG rating methodology, we can help you integrate ESG into your whole business.

Meeting the regulators’ demand for transparency and accountability

To realise steps on ESG, banks, insurance companies, asset managers, investors and governments cannot rely solely on traditional financial information to make decisions. That is why progressive organisations integrate ESG insights into their corporate reporting  and are well aware of new EU legislation such as the EU Taxonomy, SFDR,  NFRD and TCFD. 

We can help you with measuring, monitoring and communicating ESG performance consistent with best market practices and regulatory requirements – from evaluating relevant ESG indicators and preparing sustainability reporting to providing assurance services that enhance credibility towards

Workshops and e-learnings to enable you to continuously progress against your goals

Design and deliver tailored workshops and e-learning solutions on sustainable finance and ESG reporting, deep dive into green financing or ESG risk and regulatory topics to ensure you are equipped with the skills, resources and knowledge to succeed.

Contact us

Ana-Maria Butucaru

Ana-Maria Butucaru

Partner, Financial Services, PwC Romania

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