ESG DUE DILIGENCE
Understand how ESG is implemented
not just how it is described.
Independent ESG due diligence across fund and direct investments, helping institutional investment organizations assess governance, integration, data, measurement and the credibility of ESG practices before capital is committed.
Due Diligence
Moved beyond policy statements.
ESG commitments can differ significantly in depth, maturity and implementation. Policies and reporting alone do not demonstrate whether ESG considerations are genuinely embedded in investment activity.
ORC's ESG Due Diligence solution assesses how ESG is governed, integrated, measured and monitored in practice, helping clients identify material gaps and form a more informed view of the investment.
Our Assessment
Testing the substance behind the
ESG approach.
01
ESG Governance & Accountability
Responsibilities, decision rights, committee structures and senior oversight of ESG matters.
02
Policy & Objectives
The clarity, relevance and consistency of ESG policies, objectives and stated commitments.
03
Investment Integration
How ESG factors are incorporated into research, underwriting, approval, portfolio construction and ongoing investment decisions.
04
Materiality & Risk Assessment
How material ESG risks are identified, prioritized, assessed and reflected in investment decisions.
05
Data & Measurement
The quality, relevance and consistency of ESG data, metrics and methodologies used to assess performance and risk.
06
Monitoring & Reporting
Ongoing monitoring, escalation and reporting processes used to assess ESG developments throughout the investment lifecycle.
Why Do ESG Due Diligence?
Test whether commitments
translate into practice.
Independent diligence helps distinguish between stated ESG ambitions and the quality of the governance, processes and evidence supporting them.
01
Greater Transparency
Understand how ESG is actually incorporated into investment decisions and oversight.
02
Better Risk Identification
Identify gaps in governance, implementation, measurement or reporting before investment.
03
Stronger Alignment
Assess whether ESG practices are consistent with the investor's own obiectives and expectations.
04
Clearer Oversight
Establish a stronger basis for post-investment monitoring and engagement.
Review. Challenge. Assess.
Recommend.
Review
Analyze policies, ESG reports, investment materials, data, governance documentation and supporting evidence.
Challenge
Conduct targeted discussions with relevant personnel to test how stated ESG approaches are implemented in practice.
Assess
Evaluate material strengths, weaknesses and gaps against the objectives of the investment and relevant institutional expectations.
ORC applies a structured ESG due diligence process, with the scope tailored to the investment type, objectives and material ESG considerations.
Our Process
Recommend
Provide clear conclusions and practical recommendations where improvements or additional oversight are required.
Read More
Explore our ESG due diligence solution in more detail.
Download our ESG Due Diligence brochure for further information on ORC's assessment framework, investment coverage and delivery approach.
ORC is a specialist consultancy supporting institutional asset owners, asset managers and asset servicers across due diligence, investment operations, and governance.
We help clients identify material risks, strengthen operating models and make better-informed decisions across the investment lifecycle.
Registered Company 11796016 in England and Wales
Copyright 2026 © All Rights Reserved
