MacCormick’s mandate is to develop an ESG (Environmental, Social and Governance) policy and performance framework for a private equity client with a substantial investment portfolio in mining and oil and gas.

Context

In accordance with ESG criteria under the framework SRI (Socially Responsible Investment) the client wants to know how their investments are performing against the framework in an effort to expose the level of risk in their portfolios. Furthermore, the plan is to then advise both the client (and the companies in the portfolio) on how to mitigate their exposure to certain risks by adopting best practices.

Quality

MacCormick custom designed the policy and framework to benchmark more than 12 global frameworks and 150 indicators including MacCormick’s specific social and socio-political emphasis in the evaluation.

Quantity

To date, MacCormick has harvested content on more than 500 companies over the last several years and continues to be engaged with the client in this regard.

Time

Work in progress.

Resources

MacCormick has a highly specialized corporate team working to customize this product.

Outcome

MacCormick’s work will provide the client with a highly specialized view of risk exposure which offers them the ability to lessen the probability of risk-related volatility within their portfolios.