FMO has developed two tools to support its clients in terms of environmental, social and governance (ESG) risk management.
The tools below are specifically targeted at private equity investment funds and microfinance institutions (MFIs) and small and medium enterprise (SME) banks.
The FMO ESG Toolkit supports generalist Private Equity Funds in the assessment and management of Environmental, Social, Corporate Governance and Business Integrity risks of investees.For Fund Managers that have investees in many
different sectors or in many different countries, it can be challenging to know where to start their ESG analysis. The FMO ESG toolkit addresses this need by providing a high-level comprehensive tool for generalist Private Equity Funds to screen
investments and monitor the ESG performance of their portfolios. The tool references relevant international best practices and standards as outlined in this guide.
On 26 January 2021, a new web-based version of the toolkit was launched. For more details about the history of the tool and the improvements made to its previous edition → click here.
This toolkit provides the instruments for the assessment of Corporate Governance risks in banks, NBFIs and MFIs during the investment phase. This toolkit is meant for such institutions in a basic, emerging and developed stage, considering the regulated environment they are operating in.
Click here to download the tool
For further explanation, see the Manual for Corporate Governance Toolkit for FI's.
This toolkit provides the instruments for the assessment of Corporate Governance risks in (family-owned) corporates during the investment phase. This toolkit is meant for enterprises in a basic, emerging an development stage.
Click here to download the tool.
For further explanation, see the Manual for Corporate Governance Toolkit for Corporates