CSRD Consultants for Financial Services

17 verified consultants with CSRD and sustainability experience serving banks, insurers and asset managers, across 10 countries.

What CSRD means for banks, insurers and asset managers

  • Usually material: Financed emissions under E1, business conduct and governance (G1), own workforce (S1), and consumer or investor impacts (S4).
  • Overlapping regimes: ESRS disclosures sit alongside SFDR, the EU Taxonomy and Pillar 3 ESG reporting; the practical work is reconciling one data set across all of them.
  • Common gap: Counterparty-level emissions coverage. Most portfolios start with heavy estimation, and the disclosure has to be honest about how much of it is modelled.

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Guides for Financial Services

Guide

CSRD for Banks and Insurers: Who to Hire and What to Ask

Banks and insurers report differently: financed emissions, Taxonomy ratios, Pillar 3. What sector-fit CSRD help looks like and what to ask before hiring.

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Guide

CSRD for Private Equity: Portfolio Reporting After Omnibus

Most portfolio companies left CSRD scope, but LPs, lenders and SFDR still need their data. How funds standardise on the VSME and staff it across countries.

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Guide

How to Compare CSRD Consulting Proposals: Why One Quote Is €40k and Another €180k

Three proposals, the same brief, a 4x price spread. How to normalise bids to days and seniority, spot the scope lines that are missing, and read the contract terms that decide what you actually pay.

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Guide

CSRD Timeline 2026: Who Needs to Report and When

The current CSRD reporting timeline after the Omnibus package — which wave you are in, the revised first reporting year for each cohort, the new size thresholds, and what to do in the years before your first report.

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Guide

CSRD vs NFRD: What Actually Changed for Sustainability Reporting

A side-by-side comparison of the CSRD and the NFRD it replaced — scope, standards, double materiality, assurance, and digital tagging — and what the change means if you reported under the old directive.

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Guide

CSRD by Industry: How Sustainability Reporting Differs Across Sectors

Discover how CSRD requirements vary by industry — from financial services and energy to manufacturing and retail. Learn which ESRS topics matter most for your sector and how to prioritise your reporting.

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