Climate Change Data

Environmental Metrics

ESG Focus Areas

• Data security
• Workforce diversity and engagement
• Professional integrity
• Environmental impact (carbon footprint reduction)

Environmental Achievements

• Achieved carbon neutrality in the UK by planting 1,178 trees to offset emissions.

Social Achievements

• Launched Pensions & Retail Investments practice.
• Continued participation in social mobility initiatives (Sutton Trust, Proxité, Junior Achievement).
• Expanded diversity and inclusion programs (Social Mobility, Ethnic & Cultural Diversity, Gender Equality, Wellbeing, Pride, Disability Confidence).

Governance Achievements

• Appointed Prism Cosec as Company Secretary.
• Renamed Audit Committee to Audit and Risk Committee.
• Appointed an additional independent Non-Executive Director.

Climate Goals & Targets

Environmental Challenges

• COVID-19 pandemic and its impact on win rates, sales cycles, and project start dates.
• Brexit uncertainty (though deemed not a principal risk).

Mitigation Strategies

• Implemented remote working arrangements.
• Reduced discretionary expenditure.
• Temporary salary reductions for senior leadership and director teams.
• Modest staff furloughs.
• Increased revolving credit facility.

Supply Chain Management

Responsible Procurement

• Working with ethical suppliers and local businesses

Climate-Related Risks & Opportunities

Reporting Standards

Frameworks Used: SASB

Certifications: Cyber Essentials

Sustainable Products & Innovation

• 360 SalesVista and distribution data cloud product suites

Awards & Recognition

• Sunday Times 100 Best Small Companies to Work For (four consecutive years)
• Forbes America’s Best Management Consulting Firms
• Décideurs Magazine #1 Consulting Firm in France (asset and wealth management)

Environmental Metrics

ESG Focus Areas

• Diversity and inclusion
• Corporate social responsibility
• Environmental sustainability
• Governance
• Climate change
• Net zero emissions

Environmental Achievements

• Offsetting unavoidable greenhouse gas emissions globally since FY 21
• Implemented energy efficiency and environmental initiatives (cycle to work schemes, waste recycling, etc.)
• Awarded a “silver” EcoVadis rating in France

Social Achievements

• Launched a dedicated D&I programme in 2015
• Established diversity and inclusion networks
• Rolled out inclusive leadership training
• Extended a social-mobility focused internship
• Launched an anonymous speak-up platform
• Improved parental leave policy and introduced a returners policy
• Increased the number of senior sponsors responsible for D&I globally
• Published first Group diversity target: 25% of global director team will be women or nonbinary in five years

Governance Achievements

• Established an ESG Committee of the Board in 2023
• Embedded a dedicated Group-wide responsible business function within global operations team
• Conducted a materiality assessment
• Developed an ESG roadmap
• Became a member of UNGP in 2023
• Created a new corporate compliance manual

Climate Goals & Targets

Environmental Challenges

• Significant increase in FY 23 carbon emissions due to business growth, travel rebound, and data analysis limitations
• Need to improve gender diversity, particularly at senior levels
• Evolving regulatory landscape for ESG reporting

Mitigation Strategies

• Using a third-party tool (Normative) for more granular emissions data
• Setting a Group diversity target and implementing associated action plans (reviewing policies, providing leadership training, etc.)
• Actively monitoring and adapting to emerging regulations (TCFD, ESOS, CDP)

Supply Chain Management

Responsible Procurement

• Responsible procurement practices mentioned in corporate compliance manual

Climate-Related Risks & Opportunities

Reporting Standards

Frameworks Used: SASB, TCFD, SECR, CDP, ESOS, UNGP, QCA Code

Environmental Metrics

ESG Focus Areas

• Diversity and Inclusion
• Community Impact
• Climate Change

Environmental Achievements

• 100% of carbon emissions offset for the last four years
• First standalone Sustainability Report published
• First Task Force on Climate-Related Financial Disclosures (TCFD) report published
• Increased level of annual Carbon Disclosure Project (CDP) reporting
• Conducted Energy Saving Opportunity Scheme (ESOS) reporting in the UK

Social Achievements

• First public diversity target set (25% of global director team to be women or non-binary in five years)
• First UK Gender Pay Gap disclosure conducted
• Became a member of the UN Guiding Principles reporting framework
• Social Mobility Internship program launched
• Over £20,000 raised for charities through the Charity of the Year program

Governance Achievements

• ESG Committee formally established
• Board training commenced on ESG-related topics
• Corporate Compliance Manual created and published
• New Remuneration Policy for FY25 implemented after shareholder consultation
• Appointment of first in-house Company Secretary

Climate Goals & Targets

Environmental Challenges

• Increased competition in the global consulting market
• Lengthened sales cycle
• Lower than target consultant utilization, particularly during Q2
• Currency translation headwind
• Market conditions impacting profitability

Mitigation Strategies

• Active management of cost base
• Selective hiring in growth areas
• Limited redundancies
• Maintaining consistent consultant day rates
• Refinancing and upscaling of revolving credit facility

Supply Chain Management

Responsible Procurement

• New supplier code of conduct including expectations around environmental responsibility, anti-modern slavery action, and health and safety minimum standards

Climate-Related Risks & Opportunities

Physical Risks

• Property damage
• Challenges for office cooling
• Lowered team morale and wellbeing
• Supply chain disruption

Transition Risks

• Higher energy costs
• Carbon taxation
• Failure to comply with GHG emissions regulations
• Reputational damage
• Higher costs of environmentally friendly technology

Opportunities

• Increased demand for ESG services
• Increased availability of green technology

Reporting Standards

Frameworks Used: TCFD, SASB, UN Guiding Principles, UN Global Compact, SECR

Certifications: ISO 27001 (Aiviq), Cyber Essentials Plus (Aiviq), Disability Confident Level 2

Sustainable Products & Innovation

• Aiviq data-driven software platform

Awards & Recognition

• FinTech Global Wealth Tech “Top 100” award (Aiviq)
• Forbes and Statista “America’s Best Management Consulting Firms”