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Setting the Pace for IPO Success: 5 Key Steps for Documenting Your ESG-Readiness

Posted on August 22, 2022

Morningstar Sustainalytics
Morningstar Sustainalytics

For companies looking to make an initial public offering (IPO), a comprehensive environmental, social, and governance (ESG) strategy has become an important business investment. Facing pressure from regulators and investors alike, an effective ESG strategy can make a difference to pre-IPO fundraising, the valuation of your company, how you build credibility and trust in the market, and the overall success of your IPO.  

One key way pre-IPO companies are demonstrating their ESG competence is by undergoing an IPO ESG assessment. Conducted by a third party, these assessments use financial and governance data to calculate an ESG Risk Rating for private companies as if they are already public. This rating can then be used as a tool to benchmark your ESG programs and policies against competitors and show investors that you have a long-term plan for success. 

If your company is getting ready to go public, this checklist outlines five key steps you can take to document your ESG-readiness for your IPO.  

To download the checklist, click the preview image below or click here

For more insights on how ESG-related issues can impact your IPO, download our ebook, ESG for IPOs: Getting ESG-Ready for Your Initial Public Offering.  

Download our checklist, Setting the Pace for IPO Success, to learn how to document your ESG-readiness

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