ESG FRAMEWORK DESIGN

Turn ESG objectives into an

effective, practical framework.

ORC helps institutional investment organizations define clear ESG objectives and translate them into practical governance, investment policies, measurement frameworks and ongoing oversight.

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Framework Design

Start with what you want to achieve.

Effective ESG frameworks begin with clear objectives. Broad commitments are difficult to implement, measure or oversee unless they are translated into specific priorities and practical investment requirements.


ORC works with clients to define those objectives and build the governance, policies, processes, data and reporting framework needed to incorporate them consistently across investment activities.

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Core Components

From objectives to 

measurable outcomes.

The framework is tailored to the organization's objectives, investment model, stakeholder requirements and the level of ESG integration it is seeking to achieve.

 

01

ESG

Objectives


Define clear, specific and measurable ESG priorities aligned with the organization's broader investment objectives and stakeholder expectations.

02

Governance &

Accountability


Establish responsibilities, decision rights, oversight forums and escalation routes for ESG-related decisions and ongoing implementation.

03

ESG Investment Policy


Translate objectives into clear policy requirements, principles and expectations that guide investment activity in practice.

 

04

Integration Framework


Define how relevant ESG factors are incorporated into manager selection, direct investments, portfolio construction and ongoing investment oversight.

05

Data &

Measurement


Identify appropriate metrics and data sources that are relevant, material and capable of measuring progress against stated objectives.


06

Monitoring & Reporting 


Establish ongoing monitoring, review and reporting processes that provide stakeholders with meaningful insight into progress and emerging issues.

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Our Approach

Define. Design.  

Implement. Monitor.

ORC helps clients move from high-level ESG ambitions to a practical framework that can be implemented and overseen across investment activities.

01

Define


Establish ESG objectives, stakeholder priorities, strategic goals and the intended level of integration.

02

Design


Develop governance, policies, decision frameworks, measurement criteria and supporting operating processes.

03

Implement


Translate the framework into practical requirements for investment teams, managers, portfolios and reporting processes.

 

04

Monitor


Establish ongoing measurement, review and reporting to assess progress and keep the framework relevant over time.

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Read More

Explore our ESG framework design solution in more detail.

Download our ESG Framework Design brochure for further information on how ORC supports clients in defining objectives and building practical governance, investment and measurement frameworks.