Managing Investor and Lender expectations around Climate Transition Planning

  • Assessing the alignment and relative non-compliance of CTPs and ESG strategies against published global, regional and industry benchmarks with a focus on the implications for clients in raising capital and dealing with investors, lenders and other key stakeholders.

  • Reviewing, developing and amending Climate Transition Plans (CTPs) and ESG Strategies for consistency with key Climate and ESG financing benchmarks.

  • Assessing the risk of a potential shortfall in finance through market testing with key lenders and investors.

  • Communicating and positioning CTPs and ESG Strategies with key stakeholders, including key customers, investors, proxy advisor groups, lenders, government and community.

  • Coordination with sustainable finance rating agencies to assess ESG Strategies and CTPs against benchmark rating criteria, provide initial rating assessments and as relevant full second party opinions of ESG Strategies and CTPs.

How We Drive Success

Knowledge

The Caldrex team is comprised of highly experienced professionals, with strong strategy, finance and project development backgrounds

Experience

We leverage our extensive experience and skills to enhance risk/return profiles, shorten transaction times, minimise costs and achieve optimal financial and commercial outcomes.

Independence

We provide independent advice, free of conflicts of interest.

Innovation

We pride ourselves on building value through developing innovative solutions to financing, risk management, commercial and strategic issues.

Commitment

Our senior team is focused and motivated, and will be directly and actively involved in all transactions