ESG Investing Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical ESG Investing Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any ESG Investing related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated ESG Investing specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the ESG Investing Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 998 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which ESG Investing improvements can be made.

Examples; 10 of the 998 standard requirements:


1. How do you assess a portfolio organizations ability to balance the use of customer personal data for revenue opportunities with legal risks and maintaining customer trust?
   
   

2. Do you believe the environmental factor or social components are gaining in importance in the finance industry that will gain parity with governance in the near future?
   
   

3. When asked, how important is it to you that the investment options within your workplace retirement savings plan should adhere to your core ethical values?
   
   

4. Is your organization aware of the health and safety practices of its subcontractors and / or of other companies from which it sources significant inputs?
   
   

5. Is your organization aware of the environmental practices of its sub contractors and / or of other companies from which it sources significant inputs?
   
   

6. When requested, does your organization make formal commitments relating to ESG in agreements with clients, fund formation contracts or side letters?
   
   

7. How easy it is to measure the correlation between the strength of a fund managers ESG policy/initiatives and the investment return you are seeing?
   
   

8. Do you use your shareholder rights to influence organization behaviour to reduce emissions and have other positive effects on corporate behaviour?
   
   

9. Is there a designated person at your organization with responsibility for managing compliance issues, ethics and potential conflicts of interest?
   
   

10. Is your organization using machine learning or other types of AI for insights or data screening to assist with or accelerate investment decision?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the ESG Investing book in PDF containing 998 requirements, which criteria correspond to the criteria in...


Your ESG Investing self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the ESG Investing Self-Assessment and Scorecard you will develop a clear picture of which ESG Investing areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough ESG Investing Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage ESG Investing projects with the 62 implementation resources:


• 62 step-by-step ESG Investing Project Management Form Templates covering over 1500 ESG Investing project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Human Resource Management Plan: Who will be impacted (both positively and negatively) as a result of or during the execution of this ESG Investing project?
   
   

2. Human Resource Management Plan: Are people motivated to meet the current and future challenges?
   
   

3. Roles and Responsibilities: Are governance roles and responsibilities documented?
   
   

4. Probability and Impact Assessment: Do you have a consistent repeatable process that is actually used?
   
   

5. Closing Process Group: How critical is the ESG Investing project success to the success of your organization?
   
   

6. Cost Management Plan: Does the schedule include ESG Investing project management time and change request analysis time?
   
   

7. Schedule Management Plan: Are risk oriented checklists used during risk identification?
   
   

8. Project Scope Statement: Are there backup strategies for key members of the ESG Investing project?
   
   

9. Activity Duration Estimates: Account for the make-or-buy process and how to perform the financial calculations involved in the process. What are the main types of contracts if you do decide to outsource?
   
   

10. Probability and Impact Matrix: How will economic events and trends likely affect the ESG Investing project?


 
Step-by-step and complete ESG Investing Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 ESG Investing project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 ESG Investing project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 ESG Investing project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 ESG Investing project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 ESG Investing project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 ESG Investing project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any ESG Investing project with this in-depth ESG Investing Toolkit.

In using the Toolkit you will be better able to:


• Diagnose ESG Investing projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in ESG Investing and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make ESG Investing investments work better.

This ESG Investing All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.