Investor
Canbury empowers investor clients to navigate the complex world of sustainability and responsible investment. At Canbury we provide the expertise, insights and tools necessary for investors to understand, manage, and report on sustainability-related risks and opportunities, ensuring alignment with global standards and ultimately driving value and impact.
with Will Martindale to see how we can help.

Sustainability strategy and investment policy
We help investors define and implement robust sustainability strategies including responsible investment policies, considering climate risks, nature impacts, and social issues. Our expertise includes portfolio analysis, stakeholder engagement, and integrating sustainability factors into investment decision-making.
- Sustainability strategy setting
- Target setting and monitoring
- Investment policy development
- Strategic advice on transition planning
Climate analysis
We assist investors navigate climate risks. Our climate scenario analysis helps investors understand and locate potential risks and opportunities within their portfolios, enabling informed decision-making and effective risk management strategies. We provide in-depth climate risk analysis across asset classes to assess transition and physical risks.
- Scenario analysis
- Climate risk and dependency analysis of portfolios
- Company credit analysis
- Climate reporting
Nature analysis
We offer nature impact and dependency analysis across all asset classes. Our approach aligns with TNFD recommendations and considers direct and indirect effects through value-chain analysis to deliver clear outputs to drive tangible actions on nature-related risks.
- Nature impact and dependency analysis (ENCORE framework)
- TNFD-aligned reporting and disclosure
- Asset-class specific nature analysis
- Nature strategy development and implementation
We help investors identify, assess, and address social risks in their portfolios through our proprietary social risk engagement framework. Our approach maps companies to sectors and identifies business model “red flags” that could lead to negative social impacts, enabling investors to prioritise engagement and prepare for emerging social-related disclosure requirements like TISFD.
- Social risk mapping and materiality assessment
- Business model red flag identification and analysis
- Impact pathway analysis for social issues
- TISFD-aligned reporting preparation
- Social theme attribution and prioritisation (workforce conditions, DEI, supply chain practices, etc.)
- Company-specific engagement indicators and best practices
- Portfolio-level social risk aggregation
- Human rights and inequality risk assessment
Stewardship
We support clients to engage with investee companies in line with their stewardship objectives. Our services range from reporting and analysis support, through to full “outsourced Chief Sustainability Officer” offering our expertise and resources
- Outsourced CSO services
- Bespoke company analysis
- Company benchmarking
- Sustainability integration into stewardship
- Engagement planning
- Annual shareholder and voting policy development
- Key vote analysis
- Quarterly engagement and voting reports
- UK Stewardship policy
- UK Stewardship Code reporting
- Stewardship training
Policy and regulation
We assist investors in navigating evolving sustainability regulations. We provide insights and analysis of global sustainability regulation and offer access to Canbury’s Policy Horizon Tool for policy analysis and briefings which covers over 2,000 policies across major global economies.
- Policy analysis and briefings
- Double materiality assessment under SFDR
- Policy Horizon Tool
Investor reporting
We support investors in meeting evolving sustainability reporting across a range of international reporting frameworks and domestic regulations. Our services include sustainability reporting, gap analysis and best practice advice.
- CSRD
- TCFD
- TNFD
- PAI
- UK Stewardship Code
- Quality assurance of sustainability reporting (YOY)
- Anti-greenwashing
- Assessment of compliance with client exclusion policies

Sustainability strategy and investment policy
We help investors define and implement robust sustainability strategies. Our expertise includes portfolio analysis, stakeholder engagement, and integrating ESG factors into investment decision-making. We advise on responsible investment policies, considering climate risks, nature impacts, and social issues.
1. Sustainability strategy setting
2. Target setting and monitoring
3. Investment policy development
4. Strategic advice on transition planning

Climate analysis
We assist investors navigate climate risks. As well as underpinning reporting, our climate scenario analysis helps investors understand potential future impacts on their portfolios, enabling informed decision-making and effective risk management strategies.
We provide in-depth climate risk analysis across asset classes to assess transition and physical risks, covering supply chains, operations and access to capital.
1. Scenario analysis
2. Scenario analysis
3. Company credit analysis
4. Climate reporting

Nature analysis
We offer nature impact and dependency analysis across all asset classes, using tools like the ENCORE database. Our approach aligns with TNFD recommendations and considers direct and indirect effects through value-chain analysis to deliver clear outputs to drive tangible actions on nature-related risks.
1. Nature impact and dependency analysis

Stewardship
We support clients to engage with investee companies in line with their stewardship objectives. Our services range from reporting and analysis support, through to full “outsourced Chief Sustainability Officer” offering using our expertise and resources.
1. Outsourced CSO services
2. Bespoke company analysis
3. Company benchmarking
4. ESG integration into stewardship
5. Engagement planning
6. Annual shareholder and voting policy development
7. Key vote analysis
8. Quarterly engagement and voting reports
9. UK Stewardship policy
10. UK Stewardship Code reporting
11. Staff training

Policy and regulation
We assist investors in navigating evolving sustainability regulations. We provide insights and analysis of global ESG regulation and offer access to our Policy Horizon Tool for policy analysis and briefings. The tool covers over 2,000 policies across major global economies and features a user-friendly interface with custom indicator mapping and flexible output formats
1. Policy analysis and briefings
2. Double materiality assess under SFDR

Investor reporting
We support investors in meeting evolving sustainability reporting across a range on international reporting frameworks and domestic regulations. Our services include sustainability reporting, gap analysis and greenwashing review and.
1. CSRD
2. TCFD
3. TNFD
4. PAI
5. UK Stewardship Code
6. Verification of sustainability reporting (YOY)
7. Greenwashing identification and training
8. Assessment of compliance with client exclusion policies
Social