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A Family Office Guide To Sustainable Investment Reporting
1.
A Family Office Guide To
Sustainable Investment
Reporting
As the world continues to face pressing environmental, social, and
governance (ESG) challenges, sustainable investing has gained
significant traction among investors, including family offices.
Family offices are increasingly recognizing the importance of
incorporating sustainable investment strategies into their
portfolios. In addition to aligning with their values and addressing
global challenges,
family offices
are also realizing
that sustainable
investments can generate competitive financial returns.
One critical aspect of sustainable investing for family offices is
reporting. Accurate and transparent reporting of sustainable
investment performance is essential for evaluating the impact of
investments and demonstrating accountability to stakeholders.
2.
Transparency:
Family offices should strive for transparency in
their reporting by providing clear, accurate, and reliable
information about their sustainable investments. This includes
disclosing the environmental, social, and governance factors
considered in investment decisions, as well as the impact and
outcomes of these investments. Transparent reporting helps build
trust with stakeholders and allows for informed decision-making.
Materiality:
Family offices
should focus on materiality
when
reporting on sustainable investments. Materiality refers to the
significance of ESG factors in relation to a company’s financial
performance and long-term sustainability. Family offices should
identify and report on the ESG factors that are most relevant to
their investment strategy and disclose how these factors are
considered in the investment decision-making process.
Standardization:
Family offices
should consider using
standardized reporting frameworks and guidelines to ensure
consistency and comparability in their reporting. Examples of
3.
widely recognized frameworks include the Global Reporting
Initiative (GRI), the Sustainability Accounting Standards Board
(SASB), and the Task Force on Climate-related Financial
Disclosures (TCFD). Standardized reporting allows for better
benchmarking, enables investors to compare performance across
different investments, and enhances credibility.
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Define and Communicate Reporting Objectives:
Family
offices should clearly define their reporting objectives, including the
purpose, scope, and frequency of their reports. This helps set
expectations, ensures consistency, and guides the selection of
appropriate reporting metrics and frameworks.
Select Relevant Metrics:
Family offices
should identify
and
report on the key ESG metrics that are most relevant to their
investment strategy and stakeholders. These may include carbon
emissions, energy consumption, water usage, employee diversity,
community engagement, and corporate governance practices,
4.
among others. It’s important to select metrics that are meaningful
and aligned with the family office’s sustainability goals.
Provide Contextual Information:
Family offices should
provide contextual information to help stakeholders understand the
significance and impact of reported metrics. This may include
explanations of the methodology used, benchmarking against
industry or regional peers, and insights into the progress made
towards sustainability targets. Contextual information provides a
holistic view of the family office’s sustainable investment
performance and enhances the credibility of the reports.
Engage Stakeholders:
Family offices should actively
engage with
stakeholders, including investors, clients, and beneficiaries, to
understand their information needs and preferences. A powerful
reporting software can support here as it can offer indtnad and
personalised reporting dashboards tailored to each individual
stakeholders requirements. Engaging stakeholders and presenting
back personalised data demonstrates the family office’s
5.
commitment to transparency and accountability and helps build
trust and long-term relationships.
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