Merging expertise: Holtara unveils enhanced ESG services for global investors

Merging expertise: Holtara unveils enhanced ESG services for global investors

Today marks the introduction of Holtara, a subsidiary of Apex Group, a financial services behemoth known for its all-encompassing solutions for asset managers. Holtara emerges as a new brand in sustainability services, blending expertise from Apex Group and MJ Hudson, a recent acquisition.

The creation of Holtara is a strategic move following Apex Group’s acquisition of MJ Hudson in 2023. This merger, valued at an undisclosed amount, aims to consolidate and amplify ESG (Environmental, Social, and Governance) solutions within the private market sector.

Apex Group, with a remarkable asset service portfolio of $3trn and approximately 13,000 global employees, stands as a single-source solution for asset managers. It’s known for pioneering ESG solutions in the industry since 2019. On the other hand, Holtara offers a unique proposition in the ESG space, already aiding over 3,400 investment managers and companies across 50 countries with people and platform-powered solutions. Holtara’s platform, ESG Advantage, simplifies ESG reporting and ensures compliance with global regulations.

The Holtara brand synergizes Apex Group’s existing ESG offerings with the newly acquired capabilities from MJ Hudson. This combination results in a robust team of 150+ ESG, climate, sustainability, and impact specialists, covering over 400 GP’s and LP’s and assessing more than 3,000 companies globally.

Holtara extends beyond standard ESG reporting, offering advisory services on various topics like carbon and climate, impact, DEI, and supply chain. This approach helps clients set realistic ESG goals and make informed decisions for sustainable development. Holtara is positioned as a comprehensive sustainability partner, aiding in all phases of investment, from policy formulation to exit planning.

Holtara MD Emma Bickerstaffe commented, “Recent years has seen greater political and shareholder scrutiny of ESG claims, resulting in the urgent need for accurate data, transparent reporting and meaningful sustainability commitments.  Today we launch Holtara to ensure ESG can stand up to this scrutiny.

“We recognise the importance of combining platform and people services to not only simplify and streamline ESG reporting, but also to ensure expertise is on hand to help clients focus on the most material topics, verify collected data and prioritise initiatives to improve performance year on year.

“The outcomes of COP28 only serve to further reinforce the need for every business to be part of the change, and our priority is to help private market managers and their investors recognise and embrace their role in building a sustainable economy.”

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