We work with asset owners, asset managers and financial services companies, at the corporate and investment level, through a variety of offerings and with corporates on sustainable finance matters.
A selection of our services are listed here:
Sustainable Managed Portfolios
We help clients integrate sustainability, including ESG, Climate and impact, into the investment strategy and processes to unluck value creation, improve risk mitigation, align with stakeholder values and ensure regulatory compliance.
E.g. financial market participants are acknowledging that climate risk poses a real threat to portfolios todays. However, they also recognize the tremendous investment opportunies embedded in addressing these challengers. Many are incorporating the navigation of the green transition into their investment beliefs, often coupled with establishment of net-zero goals.
For a successful sustainability integration, it is important to develop a robust governance structure, communicate transparently and embed sustainability into every facet of the organisations operations.
ESG integration into investing strategies and processes
Engagement oversight
Operational assessment of EU SFDR, including article 6, 8, 9 and PAIs
Climate risk and opportunies assessment
ESG data integration
Impact measurements
Financial Products
We provide advisory services on sustainable financing products such as Green bonds, Social Bonds, Climate bonds, Sustainability linked bonds and loans, for issuers and investors.
These products are still in early stages and organisations such as the International Capital Markets Association (ICMA) and the Loan Market Association (LMA) provides criterias, guidance and principles for these, which we utilize.
Usability and appropiatness of sustainable financing products
Risk management
Framework for sustainability linked lending
Key Perfomance Indicators & Sustainability Performance Targets
Incorporation of sustainable products in portfolios
Training and education
