Solebury Trout ESG

We support our clients to establish and scale ESG strategies, embed ESG across business units, and communicate progress to stakeholders. With deep expertise on ESG best practices and frameworks, our investor-focused approach to ESG management establishes priorities, enhances efficiency, manages risks, attracts and retains investors, and adds long-term value.

Solebury Trout’s ESG practice encompasses strategy, implementation, ratings management, and investor engagement to help our clients build or improve, report, and communicate their ESG strategies and the ways in which ESG is deployed to manage key risks and support business success.

We take a proactive approach for clients so that they can maintain focus and accelerate action on the ESG topics that matter, which enables them to strengthen and raises awareness of their long-term value propositions to investors, customers, employees, and the communities in which they operate.

We support clients that are private, preparing for IPO, newly public, and established public companies, and leverage our connectivity with our capital markets advisory, investor relations, and corporate communications businesses to maximize the financial value that ESG can deliver to our clients.

ESG Services

Well-designed ESG strategies identify and act on the issues that are most important to businesses and their key stakeholders such as investors, customers, employees, local communities, and media.

  • Current State & Gap Assessments
  • Peer Benchmarks
  • Materiality Assessments
  • Strategic ESG Frameworks
  • Objectives, Goals & KPIs
  • Roadmaps
  • Thematic Strategies (e.g. Climate, Diversity Equity & Inclusion)

Our team brings in-house, consulting, and ESG investor experience which enables us to understand how to support leadership teams to organize committees and run meetings, align resources to efficiently initiate and advance ESG programs, and actively respond to inquiries from investors and other external stakeholders.

  • Annual ESG Calendars
  • ESG Governance
  • Corporate Policies
  • Stakeholder Engagement and Inquiry Management
  • Partner & Vendor Guidance

We actively monitor ESG ratings and requests for participation in surveys and questionnaires, advise clients on which to prioritize, and play an active role in liaising with ratings agencies and responding with information in a timely manner.

  • Rater Engagement and Support
  • Questionnaire Support
  • ESG Framework Data Collection Advisory
We develop integrated and stand-alone disclosures that align with guidelines from the leading investor-driven ESG reporting frameworks, earn companies credit and recognition from ratings agencies, and provide important context that helps investors understand a company’s approach to ESG and how it is helping to mitigate risk and add long-term value

  • Content Development for SEC Filings & Website Disclosures
  • Outlines & Review for ESG Reports

We enable executives to understand the ESG landscape, prepare to engage with investors on ESG topics, and identify investors and underlying funds that are prioritizing ESG in order to inform strategic programming, and expand your shareholder base.

  • ESG Content for Investors
  • Investor Engagement & Promotion on ESG
  • ESG Finance Advisory