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Two leading ESG businesses merge under new brand, Holtara to serve private markets

11 January 2024

Today sees the launch of new sustainability services brand, Holtara.

  • Holtara combines advisory and platform services to deliver world-class ESG solutions across the investment lifecycle
  • Holtara is backed by the strength of the global Apex Group with $3trn in assets serviced and circa 13,000 people globally
  • The Holtara business already services over 400 GP's and LP's and has assessed over 3,000 companies globally. The team comprises 150+ ESG, climate, sustainability and impact specialists speaking 15+ languages
  • Holtara goes beyond typical ESG reporting providers to help businesses improve sustainability performance year on year
  • “We believe in driving real change, moving beyond the tick-box approach to ESG to transform and improve” says Holtara MD Emma Bickerstaffe

With climate change high on the agenda following the most recent COP28 meeting in December, Holtara aims to bring a level of robustness to ESG data and reporting and a global team of sustainability specialists to help clients set meaningful targets and identify improvement pathways. The Holtara team aims to move beyond the ESG ‘tick-box approach’ and risk of greenwashing and help their clients implement real change.

Holtara is a subsidiary of financial services giant Apex Group (“the Group”), known for its single-source solution for asset managers, and one of the first in the industry to launch an ESG solution in 2019.

The formation of the Holtara brand is the latest phase of the Group’s strategy to lead the industry in ESG solutions and brings together an expert team from Apex Group and MJ Hudson, following the acquisition in 2023. The team will be headed by Holtara Managing Director and the Group’s Head of ESG Product, Emma Bickerstaffe, reporting to Chris Mulhern, Chief Product and Technology Officer, Apex Group.

Holtara is a unique proposition in the ESG space already supporting over 3,400 investment managers and companies in over 50 countries through a combination of people and platform powered solutions.

The Holtara platform, ESG Advantage is designed to simplify and streamline ESG reporting enabling clients to comply with global regulation and align with industry frameworks.

Alongside this, Holtara offers an ESG advisory service delivered by 80+ ESG specialists spanning topics including carbon and climate, impact, DEI and supply chain - helping clients understand what ESG themes are most material within their portfolio, set realistic ESG commitments and make the business decisions necessary to meet them.

Holtara is powered by leading data tools, offering one of the largest private market ESG data sources, enabling clients to benchmark and compare their performance to like companies and funds.

Holtara aims to be a sustainability partner throughout the investment life-cycle, from policy and regulatory compliance, due diligence, assessment and reporting to exit planning.

Commenting on today’s launch, Holtara Managing Director, Head of ESG Product, Apex Group - Emma Bickerstaffe said:

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.

Peter Hughes, Founder & CEO of Apex Group added:

“This is an important milestone in our ESG journey as a Group, and through bringing together the existing Apex ESG offering, and the additional expertise brought in through the MJ Hudson acquisition, under one brand – we can deliver a powerful offering driven by a combination of people and platform. Across the Group we have over 10,000 clients, and a global platform with which we can do good and leave a legacy we can be proud of. Holtara is part of that mission and enables us to empower the private markets to both achieve their financial goals, while making a positive impact on the world around them”.

About Holtara

Holtara’s mission is to impact businesses today, for a sustainable tomorrow through its ESG advisory and technology services. Powered by a blend of people and platform, Holtara offers the unique combination of reporting software, data-driven insights, supported by a passionate team with deep expertise throughout the investment lifecycle. With a team of 150+ ESG, climate, regulatory, sustainability and impact specialists - supported by a wider group of circa 13,000 people and $3 trillion in assets serviced Holtara is the unique ESG services arm of the global Apex Group. Holtara empowers private market investors, managers and companies to create a legacy they can be proud of, by both achieving their financial goals while also making a positive impact on the world around them.

About Apex Group

Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With over 112 offices worldwide and circa 13,000 employees in 45 countries, Apex Group delivers an expansive range of services to asset managers, financial institutions, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry; including fund raising solutions, fund administration, digital onboarding and bank accounts, depositary, custody, super ManCo, corporate services and a pioneering ESG Ratings and Advisory solution. Apex Group’s purpose is to be more than just a financial services provider and is committed to driving positive change to address three core areas; the Environment and Climate Change, Women’s Empowerment and Economic Independence, Education and Social Mobility.

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