Integrating Sustainability and ESG in Private Equity
Routledge (Verlag)
978-1-041-03838-2 (ISBN)
- Noch nicht erschienen (ca. März 2026)
- Versandkostenfrei
- Auch auf Rechnung
- Artikel merken
This book reveals how sustainability and ESG principles can be implemented towards a competitive advantage through compelling real-world case studies and proven frameworks. Following Alex Morgan's evolution from sceptical analyst to sustainability advocate, this book demonstrates how systematic ESG integration delivers superior financial returns while creating stakeholder value.
The book provides comprehensive guidance for implementing sustainable practices throughout the private equity lifecycle, from enhanced due diligence that uncovers hidden risks and opportunities, to operational excellence frameworks that drive performance improvements, to exit strategies that capture ESG premiums. Through various portfolio companies case studies, readers discover practical methodologies for value creation across environmental, social, and governance dimensions. Essential frameworks include materiality assessment, stakeholder engagement, regulatory compliance, and measurement systems that transform sustainability from administrative burden to strategic intelligence.
This essential guide serves students, private equity professionals, institutional investors, portfolio company executives, and sustainability practitioners seeking to implement ESG strategies that bring about true value creation. With detailed implementation playbooks, sector-specific approaches, and proven methodologies, this book positions readers to build resilient, high-performing businesses that benefit all stakeholders.
Esohe Denise Odaro is a sustainability executive at a leading pre-eminent European private equity firm, overseeing the firm's sustainability strategy for assets exceeding €26 billion. She serves on the ESG Working Group of Invest Europe and the Private Equity Task Force under the Sustainable Markets Initiative. Previously, she served as Global Head of Investor Relations and Sustainable Finance at the World Bank Group's IFC, spearheading development of innovative sustainable finance products as part of a $17 billion annual funding program. She holds an MBA in Finance from Cornell University and a MSt in Sustainability Leadership from the University of Cambridge. Sasja Beslik is a Swedish financial expert promoting sustainability worldwide. He is currently working in Japan as Chief Investment Strategy Officer for SDG Impact Japan. He has held senior roles at ABN Amro, Nordea (as CEO of Nordea Investment Funds Sweden and Head of Responsible Investments), PFA Danish commercial Pension Company, and J. Safra Sarasin. Awarded a medal from His Majesty the King of Sweden for outstanding environmental contribution (2016) and recognized as a Young Global Leader at the World Economic Forum (2011). Sasja is author of several books and weekly newsletter “ESG on Sunday”
Foreword
Preface
PART I: THE LAY OF THE LAND
Chapter 1: Private Equity Uncovered — From Wall Street to the World
1.1 The Private Equity Difference
1.2 Historical Evolution and Market Transformation
Chapter 2: The Sustainability Revolution — How We Got Here
2.1 From Environmental Protection to ESG Framework
2.2 Key Milestones That Changed the Approach
2.3 Influential Organizations and Their Impact
2.4 The Value Creation Shift
Chapter 3: The Money Case — Why the Most Profitable Deals Were Also the Most Sustainable
3.1 The Value Creation Framework
3.2 Case Study: Nordic Components Value Creation Success
3.3 Case Study: Peninsula Services Employee Engagement Transformation
3.4 Case Study: Alpine Foods - Turning Accidental Sustainability into Strategic Advantage
3.5 The Evidence: Numbers Don't Lie
PART II: WHAT WORKS ON THE GROUND
Chapter 4: The Deal Cycle — Adding Sustainability to Every Step
4.1 Due Diligence That Actually Discovers Value
4.2 Active Ownership That Drives Change
4.3 Governance Mechanisms That Work
4.4 The Full Cycle Success
Chapter 5: Due Diligence That Delivers — Finding Gold and Avoiding Landmines
5.1 Integrating ESG into Risk Management
5.2 Case Study: The Chemical Company Discovery
5.3 Stakeholder Analysis Framework
5.4 Quantitative Tools That Actually Work
5.5 Solving Real-World Implementation Challenges
Chapter 6: The First 100 Days — Setting Portfolio Companies Up for Success
6.1 Building the Foundation
6.2 Influence Strategies That Deliver Results
6.3 Change Management That Works
6.4 Measuring Engagement Effectiveness
Chapter 7: Measuring What Matters — Practical Metrics That Drive Performance
7.1 Building Effective Reporting Frameworks
7.2 Data Systems That Work in the Real World
7.3 Evaluation Methods Worth Your Time
7.4 Strategic Integration That Creates Value
7.5 Leadership and Culture as Critical Enablers
Chapter 8: The Exit Advantage — How Sustainability Boosts Your Multiple
8.1 The Exit Process Through a Sustainability Lens
8.2 Value Enhancement Mechanisms
8.3 Practical Timeline for Maximum Impact
8.4 High-Impact Implementation Approaches
8.5 The Art of Sustainability Storytelling
8.6 Case Studies: Premium Exits
PART III: NAVIGATING THE TOUGH STUFF
Chapter 9: Regulation Without Tears — Making Compliance Work for You
9.1 The Evolving Regulatory Landscape
9.2 Essential Frameworks Simplified
9.3 The ISSB Evolution: A Case Study
9.4 Regional Variations That Matter to Investors
9.5 The EU CSRD's Practical Impact
9.6 Mastering Regulatory Complexity
Chapter 10: Winning Hearts and Minds — The Human Side of Sustainable Investing
10.1 Stakeholder Mapping That Works
10.2 Understanding Stakeholder Expectations
10.3 Engagement Methods That Deliver Results
10.4 The Business Benefits of Strong Engagement
10.5 Success Stories Worth Replicating
10.6 Overcoming Common Challenges
10.7 Engagement Frameworks That Scale
Chapter 11: The AI Opportunity — How Smart Technology Makes Sustainability Simpler
11.1 The Data Revolution in Sustainable Investing
11.2 Common Data Challenges and Smart Solutions
11.3 AI Applications That Deliver Real Value
11.4 Data Collection Breakthroughs
11.5 Analysis That Drives Better Decisions
11.6 Due Diligence Enhancement Through Technology
11.7 Implementation Strategies for Different Contexts
11.8 Ethical Implementation Guardrails
11.9 Case Studies: AI in Action
11.10 Future Directions Worth Watching
PART IV: PUTTING IT ALL TOGETHER
Chapter 12: The Sustainable PE Playbook — Lessons From the Field
12.1 Assessment and Baseline Establishment
12.2 Implementation Roadmap Development
12.3 Organisational Architecture for Success
12.4 Investment Process Integration
12.5 Technology and Systems Requirements
12.6 Performance Measurement Framework
12.7 Change Management for Sustainability Transformation
12.8 Practical Implementation Toolkit
Conclusion: The Future of Sustainable Private Equity
Glossary
Appendices
| Erscheint lt. Verlag | 19.3.2026 |
|---|---|
| Reihe/Serie | Routledge Research in Sustainability and Business |
| Zusatzinfo | 12 Tables, black and white |
| Verlagsort | London |
| Sprache | englisch |
| Maße | 156 x 234 mm |
| Themenwelt | Naturwissenschaften ► Biologie ► Ökologie / Naturschutz |
| Sozialwissenschaften ► Soziologie ► Spezielle Soziologien | |
| Wirtschaft ► Betriebswirtschaft / Management ► Finanzierung | |
| Wirtschaft ► Betriebswirtschaft / Management ► Marketing / Vertrieb | |
| Wirtschaft ► Betriebswirtschaft / Management ► Unternehmensführung / Management | |
| ISBN-10 | 1-041-03838-0 / 1041038380 |
| ISBN-13 | 978-1-041-03838-2 / 9781041038382 |
| Zustand | Neuware |
| Informationen gemäß Produktsicherheitsverordnung (GPSR) | |
| Haben Sie eine Frage zum Produkt? |
aus dem Bereich