New ESG Clients
Last 6 Months
4+3.2%
Sustainability Proposals
Last 6 Months
38+7.1%
Total AUM (ESG Funds)
Under Management
£
£4850000M

+8.4% YoY

Impact Projects
Active Projects
⚡
156

+28 this quarter

ESG Revenue Growth
Year to Date (YTD) - Sustainable Investment Revenue

+62% growth in ESG advisory revenue since last year

Clients by Sector
139 Total ESG Clients
Asset Management
28
ESG Consulting
22
Impact Investing
18
Fund Administration
14
Regulatory Compliance
12
Regional Performance
£4850000M Total AUM
European Union
£2,425,000,000k+12.4%

50000% of total AUM

United Kingdom
£1,455,000,000k+9.8%

30000% of total AUM

North America
£728,000,000k+6.2%

15010% of total AUM

Asia Pacific
£242,000,000k+3.1%

4990% of total AUM

Action Items
Priority tasks for ESG client engagements

Send TCFD compliance framework

Deliver climate risk disclosure template to Sustainable Capital Partners

Due Today

High

ESG data integration demo

Schedule DeepSeek-OCR demo with Green Investment Fund operations team

Due Tomorrow

Medium

Review carbon credit portfolio

Quarterly review of offset allocations with Impact Ventures Ltd

Due In 3 days

Low
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