What We Do

We seek to increase both the quantity and quality of capital being channeled towards positive social and environmental impact.

Our Services

  • We engage with entities as an independent house, supporting decision-makers and incorporating ESG and impact criteria into investment decisions.

  • We review existing procedures and portfolios to identify impactful opportunities, anchoring our recommendations on deep analysis and scientific data.

  • We design innovative solutions to implement robust and scalable frameworks, using our network of experts and our own extensive knowledge and experience.

Impact Investment Strategies

A robust sustainability framework is a critical part of any sustainable investment strategy and demonstrates good governance. Defining a process prepares investors for any compliance audits and enhances credibility.

We design and review bespoke ESG and impact investment strategies and sustainability governance frameworks, prepare blueprints to help transition investment portfolios to increase positive impact and help enhance sustainable investment policies and tools.

Thematic Funding

In order to issue a thematic (green, social, blue or sustainability) bond, eligible projects must be selected that capture the interest of international investors and signal the commitment to sustainability.

We develop and assess sustainability criteria for green, social and sustainability-linked funding products, to ensure they fulfill the internationally accepted standards, such as the ICMA Principles, as well as their relationship to common taxonomies, such as that of the EU. 

Impact Verification

To build credibility and ensure that investments will deliver the intended positive environmental and social impact, impact investors rely on internal impact verification processes.

We assess the potential and actual environmental and social impact of investments, establish verification criteria (taking international standards into consideration) and develop scoring methodologies.

Impact Reporting Processes

Investors are increasingly mandated to report on the impact of their investments, and therefore seek investment products with transparent and accurate data related to recognised indicators.

We provide advice on impact reporting and help issuers and investors establish a reporting process, while being mindful of existing guidelines and emerging regulations. For example, we can advise on defining KPIs, selecting data providers, and designing a reporting template.

Engagement Strategies

Active engagement is integral to a credible ESG strategy and therefore investors are increasingly looking to dialogue with (or communicate directly with) issuers.

We help issuers prepare for engagements and, by utilizing our experience as investors, we advise on engagement priorities and the topics and questions investors are likely to raise. We also work with investors to develop frameworks and strategies to maximize the impact of their engagements.

Training and Education

Gaining a deeper understanding of ESG topics, emerging trends and investor preferences will assure clients of the value of sustainable investing and support them as they prepare bond issuances or manage portfolios.

We provide training sessions to help clients gain a deeper understanding of global ESG and climate standards and emerging trends, regulatory regimes and investor preferences. Our experience means that we go beyond the traditional academic training sessions and focus on how ESG works in practice.

Our Projects

Our areas of expertise include advising on ESG and impact investment strategies, impact evaluation and engagement, as well as training on sustainable finance.

Example Projects

  • Impact Verification

    Supported an international financial institution with implementing and expanding its Sustainable Bond Strategy, formalizing a framework to ensure the strategy is robust, credible and scalable, and designing guidance on sustainability performance metrics and on the impact verification of issuers and bonds, and developing impact reporting.

  • Sustainable Investing Strategy

    Provided strategic advice to a London-based global asset management arm of a pan-Gulf Cooperation Council bank on the development of a sustainable strategy and framework for the launch of an Article 9 corporate bond fund.

  • Impact Reporting

    Reviewed the Sustainable Development Bond Impact Report for a multilateral development bank to recommend areas of improvements, including alignment to the Sustainable Development Goals. Analyzed and aligned the sectoral breakdown of projects with the sectors in the International Capital Market Association (ICMA) Green Bond Principles.

  • ESG Training

    Led training sessions (attended by team members globally) for a multilateral development bank on understanding ESG and the emerging institutional landscape and ESG in fixed income.

Our Clients

Our clients include: