Solebury Trout ESG 360℠

Creating Long-Term Value; Driving Stakeholder Engagement

With Environmental, Social and Governance (ESG) investing becoming more mainstream over the last several years, in today’s public and private capital markets, it is no longer strictly about optimizing for risk and return to drive financial performance. Rather, it is about optimizing for risk, return and impact. Under the lens of ESG, corporates and investors alike are increasingly focused on minimizing risk and seeking opportunities to drive performance and long-term value for their investors, employees and communities in which they operate.

Solebury Trout’s ESG 360℠ platform encompasses both investor relations and corporate communications strategies to help our clients build or improve, as well as promote, an ESG strategy that creates long-term value and drives stakeholder engagement.

ESG Services

Drive long-term value & performance

ESG 360℠ Evaluation

The Solebury Trout ESG 360 Evaluation captures a holistic view of the company's ESG profile, including analyzing internal and external disclosures and communications, ESG ratings/scores and shareholder profiles. The results of the evaluation serve as a foundation from which our team can build or improve a company's ESG strategy. Our goal is to help companies reduce risk and find new opportunities, using ESG initiatives as the catalyst.

Our ESG 360 Roadmap is a customized deliverable to help guide members of the C-Suite and Board to build and improve upon their ESG strategies, policies, targets and communications in a way that strengthens shareholder engagement, improves the company’s ESG profile, and drives long-term value and performance.

Create value on Day 1

IPO Preparation

Private companies thinking about entering the public markets via an IPO should consider the incorporation of an ESG strategy as part of their overall preparation. A strong commitment to ESG principles at the onset will set the tone of management and the Board of Directors as the company makes its debut in the public capital markets. Our team acts as a guide to management on the development of an ESG strategy, including suggested disclosures for investor communications, as well as preparing management for ESG-focused questions that might arise from investors and how industry peers are viewed in the context of ESG.

Maximize stock valuation; Grow and diversify the shareholder base

ESG Investor Targeting

With increasing inflows of capital into ESG strategies – both in the U.S. and globally – there are numerous opportunities for management teams to target new investors to grow and diversify their shareholder base.  Our ESG team has strong buy-side and sell-side relationships, especially with investors who have a clear ESG focus.  Our team can facilitate meetings between management and both active and passive investors based upon the company’s characteristics (and sector) and ESG disclosures, commitments and goals. 

Change perceptions, influence outcomes and motivate stakeholders

ESG Corporate Communications

Corporate communications initiatives play a critical role in ensuring external audiences are well informed on the development or improvement of a company’s ESG profile. Our corporate communications team assists in the development of communications strategies focused on earned media, speaking engagements, proactive awards applications, social media, digital content, such as infographics illustrating goals and progress on various ESG KPIs, and more. On an ongoing basis, we evolve the communications strategy to reflect updates on ESG initiatives, participate in the drafting of ESG content for the Annual Report or standalone ESG Report as well as content for the corporate or investor relations website.

What’s the business case for an ESG strategy from the corporate perspective?

Sustainable Investing Strategies Continue to Grow Worldwide, Including in the U.S.

$1 in $4

Professionally managed assets in the U.S. is invested according to sustainable investing strategies, representing a 38% increase from 2016 to 2018

(USSIF)

Corporations Embedding Sustainablility into the Business Strategy Typically Outperform

  • Drives Corporate Competitiveness
  • Improves Risk Management
  • Lowers cost of capital
  • Improves financial performance

Long-Term Investors are Attracted to Companies Taking Long-term views of ESG Risks and Opportuinities

  • Lowers potential stock price volatility
  • Attracts both equity and debt investors