OMS – A CORPORATE CITIZEN

Support for investment funds

METHODOLOGY

Pre-investment

Support

Roadmap: three-step sustainable transformation: core business, operations and governance, and external initiatives and corporate philanthropy and sponsoring; the sustainability roadmap is then recognized in the overall strategic roadmap
Appointment of a dedicated sustainability position within portfolio companies
Reporting: definition of Key Performance Indicators (KPIs) and introduction of relevant reporting
Awareness and shared best practice, support for the sustainability strategy from the Sustainability Manager and/or external advisors

Divestment

DEEP-DIVE INTO ESG DUE DILIGENCE

During the company acquisition process, ESG due diligence seeks to measure the target company’s performance against ESG criteria: environmental, social and governance.

Human resources: HR strategy audit (workplace safety, training, talent retention, diversity, etc.)
CompSupplier risk management: monitoring processesnsation linked to recognition of sustainability risks: Recognition of sustainability criteria in annual appraisal interviews with team members. Criteria factored into the annual bonus, representing 10% of target variable compensation
Environment: investment designed to lower environmental impacts, awareness of scarce natural resources and fossil fuels
Product and services: ESG-inspired product innovations
Social: company strategy on societal commitments, assessment of return on investment (ROI) regarding reputation and engagement within teams, impact of investment on licenses to operate

Typical assignments

Design and implementation of a strategy to direct portfolio companies toward environmentally and socially responsible growth
Benchmark of CSR & ESG practices for investment funds
Workshops to outline ESG priorities and initiate impact initiatives for the fund and portfolio companies

OMS NETWORK CONSULTANT PROFILES

Sustainability

Design/redesign of CSR strategies for large corporations as well as small and medium enterprises
Support in decarbonizing activities for small and medium enterprises
ESG portfolio review and due diligence for funds
Regulatory assistance (Corporate Sustainability Reporting Directive (CSRD), EU Taxonomy, Sustainable Finance Disclosure Regulation (SFDR))

PRACTICAL EXPERTISE

CSR strategy

ESG due diligence

Carbon footprint assessment

Decarbonization

Impact strategy

Cleantechs

CSRD EU Taxonomy

SFDR

ESG product development

ESG pre-investment due diligence Sectors: Pharma, Energy, Construction and Public Works
ESG vendor due diligence pre-resale of investment Sectors: Plastics industry, Construction and Public Works

PRACTICAL EXPERTISE

ESG due diligence

Analysis/Review

Market research

Benchmark exercises

ESG audit

Business Development

Change management

Investment fund support

OMS – A CORPORATE CITIZEN

METHODOLOGY

DEEP-DIVE INTO ESG DUE DILIGENCE

OMS NETWORK CONSULTANT PROFILES

ESG/CSR Consultant

PRACTICAL EXPERTISE

ESG/CSR Consultant

PRACTICAL EXPERTISE