ESG appraisals for Clearbell Capital

The Client wished to undertake Environment, Social & Governance (ESG) appraisals for a multi-site portfolio including energy efficiency and health & safety improvements.

Delta-Simons are proud to have supported Clearbell Capital LLP in providing Environment, Social & Governance (ESG) appraisals for a selection of their sites during investment activities, complimenting Environmental Due Diligence works, with the aim of identifying enhancements to the future value of the assets and benefits to tenants in line with Clearbell’s stated aims and objectives towards responsible investment as set out in their Sustainability Policy.

A bespoke report was prepared for each site tailored to the Clients intentions for the future use and considering the surrounding environment and potential Client benefits, along with those of tenants who occupy the properties.

Scope of Works

A senior team of in-house environmental and social assessment specialists, experienced in assessing and advising on options for a broad range of development types undertook an initial appraisal workshop to recommend ESG initiatives that would provide one or more of the following benefits:

Air quality improvements.
Ecological or bio-diversity benefit.
Energy efficiency and/or savings.
Health & safety improvements.
Light pollution reduction.
Local community benefit.
Sustainability and climate change benefits.
Transport improvements, incl. non-motorised users.
Water discharge improvements.
Waste reduction and management improvements.

Following the workshop, the initiatives were reviewed to ensure their viability whilst also providing a benefit to Clearbell in any of the following ways:

Performance Improvement of the asset;
Enhanced Capital Value; and/or
Publicity/Profile Gain.

Outcomes / Client Benefit

The Client was provided with a bespoke set of initiatives for each asset, that had the potential to deliver a direct ESG benefit.
Each report had a quick turnaround as required by the Client.
The report was tailored to help meet their specific corporate ESG policies and offered a physical means to implement them.

The technical team provided practicable options that would be suitable for asset management, refurbishment or redevelopment purposes, keeping in line local and national policy.

Testimonials

We recently engaged Lucion Delta-Simons Ltd to help on our ESG and Carbon Reduction journey. To be honest, we didn’t know what we didn’t know, and the last 6 months have been an eye-opener and a great learning curve.

Taking us through this journey, Rob Molyneux and Rob Dadzie, have both been extremely professional, helpful and enthusiastic. They have been flexible and patient, making the journey to a positive ESG disclosure easier.

We are nearing the end of the scope of work, with the exception of our end-of-year GRI report, but I’m sure we will be back annually for ESG Performance Validations and Carbon Assessments.

The team have done a great job, and I look forward to continuing to work with you.

David Robinson HSE & ESG Director Innovo Build UAE

In the dim and distant past I used to work as a surveyor down the pit, so this project was of great interest to me. It was rewarding seeing so many of the modern technologies now used in surveying being combined to produce a comprehensive survey of this historic building.

Eric Hinds Project Lead

This was a really interesting project for us on such a historic site. It required a range of different survey techniques to complete, from a traditional topographic survey, to laser scanning and the use of a drone. All done to a tight timescale to the satisfaction of the client.

Eric Hinds Project Lead

Since joining the Water Team in 2023, I have worked on a variety of projects, including both transactional and planning work across the UK. Opportunities to work on various climate change related projects including completing physical climate and BREEAM reports means that no working week is ever the same! As charity coordinator, I’ve organised a number of events for the Manchester office and taken part in the Cambridge Half Marathon with colleagues. This was a great way to meet other teams across the business!

Tess Webb-Jones Graduate Flood Risk & Drainage Consultant

I transferred into an ESG role in 2022 from the ETS team. I really enjoy working at Lucion and my current role involves working across the whole business. It’s extremely varied, allowing me to contribute to making Lucion a great place to work and one which invests in the environment and communities around us. Helping Lucion deliver this is very rewarding.

Emily Spencer Group ESG Manager