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Financial Services

Create long-term value for business, investors, and society

Investors must consider an ever-expanding range of stakeholders and impacts.

At the same time, financial services companies are navigating a complex regulatory environment, with increasing demands from stakeholders to comply with global sustainability standards and frameworks.

Financial services companies can innovate their approaches to managing material risks and opportunities by addressing a range of issues, including: 

  • Equity, inclusion, and social justice 
  • Climate risk and resilience 
  • Human rights and modern slavery 
  • Stakeholder capitalism and board engagement
  • Sustainable and impact investing
  • Supply chain finance and materiality

BSR advises companies representing all aspects of capital markets, supporting development of prudent financial strategies that fulfill fiduciary duties while enabling responsible deployment of capital, supporting the creation of a more sustainable world.

We’ve worked with 50+ leading global financial services companies, including banks, asset managers, private equity, insurance, ratings agencies, and fintech, to assess and prioritize their sustainability risks and opportunities. Through our partnership and advisory services, we have helped build transformational strategies that create long-term value for businesses, investors, and society.  

$50T

10 percent of worldwide fund assets are currently invested in ESG-labeled funds, and ESG assets are on track to exceed US$50 trillion by 2025.

$52T

Investors around the world with more than US$52 trillion in assets under management signed a statement calling for measures to “help avoid catastrophic temperature rise and manage climate risk.”

6.9B

The world's richest 1 percent now has more than twice as much wealth as 6.9 billion people.

How We Can Help

Adding Value to Your Business and Society

We work with financial services companies at the corporate and investment level through a variety of offerings, including:

Ambition setting, policies, transparency, and disclosures icon

Ambition setting, policies, transparency, and disclosures

Materiality assessment, gap assessments, and strategy development icon

Materiality assessment, gap assessments, and strategy development

Climate action, scenario analysis, risk and resilience, and futureproofing icon

Climate action, scenario analysis, risk and resilience, and futureproofing

ESG and impact integration into investing strategies icon

ESG and impact integration into investing strategies

ESG portfolio oversight and portfolio management icon

ESG portfolio oversight and portfolio management

Human rights and finance icon

Human rights and finance

Corporate governance and board engagement on sustainability icon

Corporate governance and board engagement on sustainability

Stakeholder engagement icon

Stakeholder engagement

Who We Work With

Kohlberg Kravis Roberts & Co. L.P. logo
Morgan Stanley logo
Mizuho Financial Group, Inc. logo
American Express Company (AmEx) logo
Case Studies

Phoenix’s Human Rights Journey: Designing a Human Rights Roadmap

BSR worked with Phoenix Group to provide a clearer understanding of its impacts on human rights, publish its first human rights policy, and develop a roadmap to deliver an approach to respecting human rights.

Read More

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Sustainability Insights

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Blog

Twenty Years of Implementing Living Wage

BSR has been a driving force behind the Living Wage movement for the past 20 years. Explore trends behind the movement and what business needs to know.

Our Experts

Depth of Experience and Knowledge

Our team has extensive boardroom and field experience with financial services companies.

Hugh W. Brown, Jr. portrait

Hugh W. Brown, Jr.

Director, Financial Services

New York

Diane M. LuTran portrait

Diane M. LuTran

Associate Director, Financial Services

Washington, D.C.

Paloma Muñoz Quick portrait

Paloma Muñoz Quick

Director, Human Rights Standards

New York

David Korngold portrait

David Korngold

Managing Director of BSR Innovation Group

New York

Ogi Kanaya portrait

Ogi Kanaya

Associate Director, Financial Services

Tokyo

Kachi Nwanna portrait

Kachi Nwanna

Associate Director, Financial Services, EMEA

Paris

Kindra Mohr portrait

Kindra Mohr

Associate Director, Financial Services and Human Rights

New York

Let’s talk about how BSR can help you to transform your business and achieve your sustainability goals.

Contact Us