• We help clients design bespoke SLL frameworks that define material key performance indicators (“KPIs”) and sustainability performance targets (”SPTs”).
  
  
• In doing so, we ensure that KPIs and SPTs are measurable, credible, and integrated with the issuer’s sustainability strategy.
  
  
• We also ensure targets are externally benchmarked preferably against science-based targets or national-level goals and meet all other requirements of the SLL Principles. 
  
  
• For GSS frameworks, we support in structuring sound use of proceeds allocations, tracking and reporting, and ensure alignment to industry standards such as the Green Loan Principles and other related guidance.

• We provide independent evaluations of existing SLL or GSS Frameworks whether developed internally, by lenders, or third parties.
  
  
• We assess alignment with the relevant principles and issue formal statements confirming the framework’s credibility and compliance.

• Issuers are expected to report annually on their SLL KPIs and SPTs.
  
  
• We offer verification services to validate reported data and confirm that calculations adhere to the methodology outlined in the original framework.
  
  
• For GSS instruments, we provide review of annual reporting on use of proceeds in ensuring their alignment to relevant industry standards and guidelines.

• For lenders and private equity sponsors managing multiple SLLs, we provide digital dashboards that consolidate issuer KPIs and SPTs in its software platform Holtara.io.
  
  
• These dashboards serve as powerful tools for reporting, risk monitoring, and tracking sustainability performance across portfolios.

• We can also support the issuance of DCM instruments including green, social and sustainability bonds.
  
  
• We can provide framework advisory services for all types of instruments.
  
  
• For SPO and verification, we can only support instruments issued under ICMA guidelines or their regional transpositions (e.g. ASEAN Green Bonds Standards).
  
  
• We do not provide SPO or verification services for EU Green Bonds issued under the EU Green Bond Standard.

We support lenders by conducting sustainability due diligence on issuers, identifying potential risks that could affect creditworthiness. Our red-flag approach is designed for pre-investment analysis, helping stakeholders make informed decisions with sustainability factors in mind.

• For private credit fund managers, we provide advisory on how to structure ESG and sustainability policies and regulatory disclosures on both a fund- and entity level.
  
  
• We can help enhance sustainable impact through credit portfolios, as well as ensuring compliance in multiple jurisdictions, including EMEA and the US.