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Investment Management Advisory

ESG and impact investing advisory with the goals of value enhancement and risk management
We partner with investment management firms to create comprehensive ESG and impact investing programs to create value and manage risks. Since April 2020, Blue Dot has advised investment management firms with $1.6 trillion+ in collective AUM.
Investment Management Advisory

Private Markets Investors - Services

Blue Dot’s Advisory: End-to-end Development & Execution of ESG Programs

Policy & Oversight

  • Develop ESG and impact policies
  • Partner with investment teams to develop ESG integration frameworks across the investment lifecycle
  • Trainings for investment team members
  • Guidance on ESG-aligned capital raise

Integration & Portfolio Operations

  • Develop and implement ESG due diligence
  • Portfolio ESG data collection and management
  • Portfolio company board and executive training
  • Design and implement value creation initiatives
  • Financed emissions management programs
  • Support the launch of new ESG /impact-aligned funds and strategies

LP Reporting

  • Develop ESG and impact policies
  • Partner with investment teams to develop ESG integration frameworks across the investment lifecycle
  • Trainings for investment team members
  • Guidance on ESG-aligned capital raise
Investment Management Advisory

Private Markets Investors - 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.
Private equity – Develop and articulate the impact investing thesis,
 and management and measurement processes.
Investment Management Advisory

Public Markets Investors - Services

Blue Dot’s Advisory: End-to-end Development & Execution of ESG Programs

Policy & Oversight

  • Develop ESG and impact policies
  • Partner with investment teams to develop ESG integration frameworks across the investment lifecycle
  • Trainings for investment team members
  • Guidance on ESG-aligned capital raise

Integration & Portfolio Management

  • Recommend and support the selection and onboarding of ESG and climate data solutions
  • Support the refinement of ESG-integrated voting and stewardship strategies
  • Support the development of Net Zero targets and pathways
  • Support the launch of new ESG /impact-aligned funds and strategies

Investor Reporting

  • ESG reporting and disclosure aligned to SASB, TCFD, GRI, etc.
  • Miscellaneous LP communications
  • ESG-focused investor convenings
  • Recommend and guide ESG network affiliations and memberships
  • Develop thought leadership content for internal and external stakeholders
Investment Management Advisory

Public Markets Investors - Case Studies

Global fixed income manager –
 Support the development of the global corporate credit team’s regulatory ESG reporting capabilities.
Global investment management firm – Strategic guidance on
 ESG and climate-focused stewardship strategy.
CONTACT US
ESG and impact investing advisory with the goals of value enhancement and risk management
New York, NY
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