Financial Services hero image

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 
  • Sustainable investing 
  • Supply chain finance 

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 services, we have helped build transformational strategies that create long-term value for businesses, investors, and society.  


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.


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.”


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
Materiality assessment, gap assessments, and strategy development
Climate action, scenario analysis, risk and resilience, and futureproofing
ESG and impact integration into investing strategies
ESG portfolio oversight and portfolio management
Human rights and finance
Corporate governance and board engagement on sustainability
Stakeholder engagement

Who We Work With

Silicon Valley Bank logo
American Express Company (AmEx) logo
Kohlberg Kravis Roberts & Co. L.P. logo
Malayan Banking Berhad logo
Morgan Stanley logo
Mizuho Financial Group, Inc. logo

Our Experts

Depth of Experience and Knowledge

Our financial services team members are located around the world, providing deep expertise and diverse perspectives while designing solutions that help investors and companies lead with ambition, transformation, and action for a sustainable world.

Hugh W. Brown, Jr. portrait

Hugh W. Brown, Jr.


New York

Diane M. LuTran portrait

Diane M. LuTran

Associate Director, ESG and Impact Investing

New York

Paloma Muñoz Quick portrait

Paloma Muñoz Quick

Associate Director, Financial Service

New York

David Korngold portrait

David Korngold

Director, Transformation

New York

Ogi Kanaya portrait

Ogi Kanaya

Associate Director


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

Contact Us