What is a Responsible Investment Strategy
A Responsible Investment Strategy ensures that ESG considerations are systematically integrated into your investment process. Through tailored ESG policy development, &BLOOM helps private equity and venture capital firms align investment decisions with sustainability goals, regulatory requirements, and stakeholder expectations.
Why this matters
Investors increasingly face scrutiny from regulators, LPs, and stakeholders to demonstrate responsible capital allocation.
A structured Responsible Investment strategy:
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Reduces exposure to ESG-related risks across portfolio companies.
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Positions your firm as a responsible investor with a clear value creation approach.
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Ensures alignment with global frameworks, including the UN Principles for Responsible Investment (PRI) and taxonomy-aligned investment practices.
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Supports long-term value creation while mitigating reputational and financial risks.
What you get
✓ Custom ESG Policy designed for your investment mandate and portfolio context.
✓ Integration roadmap for embedding ESG into deal sourcing, due diligence, and portfolio management.
✓ Guidance on material ESG topics relevant to your sector and portfolio companies.
✓ Tools for internal communication and governance, ensuring team-wide adoption.
✓ Alignment with international best practice for responsible investment, including PRI guidance.
Who is this for
Private equity and venture capital firms looking to:
Formalise ESG within investment strategy and governance.
Integrate sustainability into deal sourcing and portfolio management.
Demonstrate responsible investment practices to LPs and stakeholders.
Identify ESG value creation opportunities across portfolio companies.
Prerequisities
A foundational understanding of ESG principles is helpful, though &BLOOM can provide introductory workshops to set the scene before developing the Responsible Investment Strategy.
Frequently Asked Questions
How long does it take to develop a strategy?
Typically 4–6 weeks, depending on portfolio size and complexity.
Can the ESG policy be tailored for different fund mandates?
Yes. Policies are designed for each fund’s objectives, risk appetite, and sector focus.
Does this include guidance for portfolio companies?
Yes, integration recommendations extend to portfolio company engagement and reporting.