July Advisory's expertise

July supports your organization’s strategy by integrating ESG, CSR and sustainable finance issues at the heart of your business models.

Training
CSRD and CSR

Support
CSRD

Consulting in
strategy

Accounting
CARE

Balance sheet
Carbone®

Finance
sustainable

Labels
CSR

OUR OFFER
ACCOMPANYING

Training
CSRD and CSR

Support
CSRD
Consulting in
strategy

Accounting
CARE

Balance sheet
Carbone®
Finance
sustainable

CSR Labels

CSRD and CSR training

We offer CSRD training courses for executives, managers and operational staff. We organize training courses, conferences and workshops to raise awareness, understand and take action on ecological issues.

CSRD training

We offer you exclusive training on the European CSRD directive in three modules led by expert trainers, either face-to-face or by videoconference. Our approach combines rigor and strategic vision, in the belief that this text presents an opportunity for organizations to transform their business models and their financial and operational management.

  • For managers – 2 hours
  • For managers – 1 day
  • For operational staff – 3 days

Awareness

Awareness-raising is the first step in implementing an ambitious CSR strategy. It enables employees to understand the issues at stake in a rational way, thanks to the scientific approach proposed, but also in a sensitive way, thanks to the human and environmental impacts highlighted.

  • Fresco of the Climate
  • Accounting fresco
  • Biodiversity Mural
  • Fresco of Water

CSRD support

We are at your side to implement CSRD in your organization, from the initial scoping phases through to the production of the sustainability report and the industrialization of reporting methods.

  • Value chain study and stakeholder interviews
  • Dual materiality analysis
  • Gap analysis and roadmaps for key projects
  • Organization of data collection
  • Production of the sustainability report

Strategy consulting

We support your corporate strategy by integrating Environmental, Social and Governance (ESG) dimensions into the heart of your business model and development trajectory, in order to improve your overall performance, reduce risks, meet the growing expectations of your stakeholders and contribute to a sustainable future.

Three levels of ambition for your strategy:
  • Responsible: Legal and ethical obligation to consider social and environmental impacts and implement mitigation measures.
  • Contributing: Exceeding legal obligations, contributing to solving social and environmental problems, embedding CSR strategy in the business model.
  • Regenerative: Generating net positive impacts, restoring and regenerating living conditions, often in conjunction with a business model transformation.

The diagnosis

Why?
  • To identify your strengths and weaknesses.
  • To analyze your external issues.
  • To define your short, medium and long term action levers.
How do you do it?
Development of your Power Impact Matrix ®, a simple and unique tool to identify the impact of your organization and define your action levers.
The matrix is based on the following frameworks:
  • Materiality analysis: identification of priority action levers
  • Carbon Footprint
  • Ecological footprint: pressure analysis by the organization’s activities on its ecosystem
  • CARE® Multi-Capital Accounting

Power Impact Matrix

POWER
Internal levers of action

What you can control

Business model
Environment

e.g. energy consumption, land use, raw materials, water consumption

Social

e.g.: compensation, working hours, diversity, supplier monitoring

Governance

e.g.: strategic monitoring, management methods, value distribution

External factors

What you have to deal with

Market

Ex: competition, technological innovation

Environment

Ex: climate change, erosion of biodiversity, change of land use

Social

e.g. public opinion, fashions, mores

Governance

e.g. regulations, subsidies, prohibitions

IMPACT
Impacts of the organization
on its ecosystem

Your impacts:
Ecological materiality

Environment

e.g. net CO2 emissions, changes in biodiversity, air quality

Social

E.g.: social utility of the activity, well-being of employees, HR and commercial attractiveness, health of the population

Governance

Ex: influence of organizational practices on peers or institutions

Ecosystem impacts
on the organization

Risks and opportunities:
Simple or financial materiality

Physical hazards

E.g.: damage to equipment or infrastructure due to extreme weather events

Transition risks

e.g.: financial losses related to stranded assets

Opportunities

development for an organization moving in the direction of social and environmental transitions

* Added to simple materiality, it allows for the analysis of double materiality, recommended in particular by the new European directive on CSRD.

Prospective analysis

Why?
To anticipate developments in your industry, adjacent industries or potential future markets by identifying risks and opportunities.
How do you do it?
Based on interviews with experts, a targeted literature search and analysis of the underlying trends affecting the organization.

Purpose and ambition

Why?
To give meaning to the transformation of your organization, to define your “essential”: your values and principles, your role in society, your internal culture and to set a course, in qualitative and quantitative terms, in order to translate the raison d’être into concrete actions and engaging.
How do you do it?
By carrying out a co-construction work based on internal interviews and collective intelligence workshops.

The strategic plan

Why?
To implement the ambition and ensure its success at the operational level.
How do you do it?
By defining KPIs, setting up an agile and adapted governance to reach the objectives and engage your whole organization.

Accounting
multi-capital CARE

CARE (Comprehensive Accounting in Respect of Ecology) is an innovative multi-capital accounting model developed in France by academics Jacques Richard and Alexandre Rambaud, and by professional Hervé Gbego. For more than 10 years, the model has been the subject of numerous research studies and has been used as an analysis and strategy consulting tool by several large companies and public authorities.

Why implement CARE in your organization?
  • Reconciling financial and extra-financial issues by offering an accounting and scientific approach to ESG issues
  • Be ahead of the game and adopt an ambitious and systemic approach to its CSR strategy
  • Anticipate regulatory requirements and future CSRD guidelines

Bilan Carbone ® (carbon footprint)

The Bilan Carbone® is a diagnostic tool developed by the French Agency for the Environment and Energy Management (ADEME) that allows understand the dependence of an activity on fossil fuels and its impact in terms of greenhouse gas emissions.
Why carry out a carbon assessment?
  • Limit your vulnerability to fossil fuels
  • Identify ways to reduce costs
  • Get recognition for your approach and obtain CSR labels more easily
  • Raising awareness of energy and climate issues among your employees and stakeholders
  • Put your CSR strategy on a clear footing

The three scopes of the Bilan Carbone

The carbon footprint allows you to map your dependencies (rather than establishing your responsibilities) in order to anticipate the impacts of the low-carbon transition and to orient your strategy.

Sustainable finance

We support banking and insurance professionals, and investors to value the commitment to responsible finance.

Your issues

  • Assessing the risks
    Physical risks induced in particular by climate change
    Transition risks associated with the move to a low-carbon economy
  • Improving long-term profitability by integrating ESG issues
  • Meeting the expectations of society, from savers to public authorities

Our solutions

  • ESG due diligence: analysis of your investment targets or disposal strategies
  • Portfolio assessment: study of your portfolio’s alignment with ESG standards such as the Green Taxonomy or the Paris Agreement
  • Structuring your investments: advice on how to integrate ESG issues into your investment processes and allocation strategies, particularly for the creation of Article 8 and Article 9 funds
  • Training: state of the art and perspectives of sustainable finance: origins, key concepts, labels (e.g. SRI, Greenfin, Towards Sustainability), regulations (e.g. Green Taxonomy, CSRD, SFDR) and future challenges

CSR Labels
Mission Company, B Corp and other certifications

We assist you in obtaining CSR labels and certifications for :

  • Materialize your commitments and have your strategy recognized
    by an independent organization
  • Engage your teams in a common ambition
  • Integrate a community of certified organizations to share
    good practices
  • Communicate with your stakeholders

Our publications