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Financial Services

New disclosure obligations such as SFDR and TCFD require increased levels of transparency at portfolio, product and manager level.  We help you understand the risks and opportunities related to sustainability and climate change and build credibility with investors, clients and employees. Firms that embrace climate resilience and ESG performance will outperform peers, and create lasting business value.


As investor demand for net zero commitments increase, financial services institutions need to be able to show tangible activity in their organisations and portfolios. We work with private equity, fund managers and insurers to help them transform their sustainability approach and show leadership within their sector. We can help your firm achieve net-zero emissions with science-based targets, carbon footprinting and ESG reporting services.

Start with understanding where action needs to be taken. Then work with us to develop ambitious targets and build a strategy to help you achieve them. We can help you with reporting for SFDR, EU Taxonomy and TCFD while our data services bring insight and clarity to your programme. We support your disclosures and portfolio performance by calculating the  carbon footprint of investments  and creating value by identifying areas for engagement.

Our Services


We help you optimise the sustainability and performance of your company’s buildings.

Our clients

Financial Services Leaders

Vanessa Sheehan

Principal Consultant, Financial Services

Motivation for sustainability
I am motivated by partnering with financial institutions and their leadership teams to embrace the complex and urgent task of managing the climate impact of their financing activities. Co-defining pragmatic, credible solutions and translating these into ambitious action that facilitates the transition to a low carbon, regenerative economy is a source of inspiration and pride.

Tasneem Mayet

Associate Director, Financial Services

Motivation for sustainability
I'm motivated personally by impact and working at Carbon Intelligence, helping our clients achieve profit with purpose, is a role that I’m passionate about.

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