Sustainable Finance Consultancy

Forces such as climate change, accelerating decarbonization, shifting labor markets, rising inequity, and rapid technological innovation are transforming the decision parameters of capital allocation. We partner with investors and investment managers so they can navigate this inevitable transition.

Future-proofing

investment decisions

TM

OUR SERVICES

Our Approach

Intellectually Honest

We acknowledge that the channels and tools of ESG integration are still maturing, and we are clear-eyed about the current limitations. We do not promise our clients oversimplified fixes to inherently difficult questions.

Pragmatic & Rigorous

We view ESG integration as a means of value creation and risk management in an uncertain, rapidly evolving macro environment. We offer research-driven and decision-useful advice to navigate the changing landscape.

Global Experience & Outlook

We have worked with and worked at financial institutions across developed and emerging economies. We bring the operator perspective to our advisory engagements to build customized, fit-for-purpose strategies and programs.

Agile & Hands-On

As an entrepreneurial specialist advisory, we thrive in working closely with investment, portfolio operations, research, and fund formation teams to develop differentiated and adaptive ESG and impact investing programs.

By the Numbers

The Inflation Reduction Act would drive nearly $3.5 trillion in cumulative capital investment in new American energy supply infrastructure over the next decade (2023-2032).

Source: Princeton University Zero Lab, Preliminary Report: The Climate and Energy Impacts of the Inflation Reduction Act of 2022, August 2022

Almost 9 out of 10 European institutions consider ESG factors either very or somewhat important in manager selection, as do more than three quarters of Asian institutions and half of institutions in North America.

Source: Delivering on ESG, 2022 ESG Research, Coalition Greenwich

Nearly 50% of institutional investors cite better ESG demonstration as one of the most important factors driving their private markets allocations.

Source: BlackRock Alternatives, Global Private Markets Survey, 2023

Case Studies

Growth equity platform – Development, launch, and execution of portfolio value creation initiatives

focused on climate and corporate governance.

Global private equity – Portfolio-wide decarbonization strategy

and reporting process development.

Private credit – ESG integration framework development

with a special focus on material climate considerations.

Real estate platform – Develop ESG policy and asset management integration framework

informed by evolving best practices and regulatory guidelines.

Global investment management firm – Strategic guidance on

ESG and climate-focused stewardship strategy.

Snapshot:

TNFD Framework

October 2023

Our Snapshot outlines the key global biodiversity-related policy developments that laid the groundwork for the TNFD framework and delves deeper into the TNFD disclosure recommendations.

Read Here