Responsible Investment & Sustainable Finance
Responsible investment starts in the investment process, not the annual report. Ontos helps investors and financial institutions build policies and frameworks that portfolio managers, committees and counterparties can actually use.
The challenge
Policies that sit beside the process, not inside it.
Many responsible investment policies describe intentions that never reach the investment process. ESG data is collected but not used. Exclusions are applied unevenly. Product classifications run ahead of the evidence behind them.
On the financing side, labelled instruments need frameworks that hold up to scrutiny: a clear use of proceeds, credible KPIs and targets, and a visible link to the issuer’s wider strategy.
How Ontos helps
Where Ontos comes in.
01
Strategy and policy
Define what responsible investment means for the organisation, how it applies across equity, fixed income and private markets, and where exclusions sit.
RI strategy · Investment policies and exclusions
02
ESG integration
Build ESG considerations into research, due diligence and investment decisions, with clear roles for investment teams rather than a parallel process.
ESG integration · SFDR Article 8/9
03
Sustainable finance frameworks
Design frameworks for labelled financing: eligible use of proceeds, KPIs and targets, and the reporting commitments that go with them.
Sustainable finance frameworks · Use-of-proceeds frameworks
04
Implementation
Turn the policy into procedures, templates and routines, and check that it is applied consistently across teams and products.
KPIs and targets
How it works
How the engagement works.
Step 1
Review
Assess current policy, process and products against the organisation’s objectives and the regulation that applies.
Step 2
Design
Draft the strategy, policy or framework and test it with the investment teams who will use it.
Step 3
Embed
Provide procedures, templates and briefings for the people who apply it, and check early use.
Who it is for
Most relevant for.
- Asset managersIs our ESG integration and disclosure defensible — and does it actually change decisions?
- Institutional investorsHow do we assess sustainability risks and understand what our investments are exposed to?
- Financial institutionsHow do we translate sustainability requirements into workable frameworks, governance and processes?
Talk through your situation.
Tell Ontos what you are working on in responsible investment & sustainable finance, and what a good outcome would look like.