Impact Advice
Determine ESG & Impact principles, policy & value chain
Allocation to impact themes & structuring of impact mandates
Unburdening clients
Provide access to impact markets (private and listed)
In detail…
- Impact advice, based on client’s investment process
- StepZero: Impact Gap analysis between Positive Impact ambition and current portfolio. (Re)definition of Impact principles
- Advice on benchmarking, asset classes, portfolio construction, fund structures and impact mandates
- Selection of Best in Class funds in relation to positive impact. Both listed and private markets
- Membership of / advisor to Impact Committees
- Financial and Impact unburdening by strengthening of governance
Impact Benchmarking & Monitoring
Innovative impact measurement, monitoring & reporting
Insight in ESG & Impact risks & opportunities
Tailored benchmark construction around impact themes
Combining financial and sustainability perspectives
In detail…
- Integral impact measurement over the entire portfolio; based on chosen impact themes, SDGs, PAIs & taxonomy based KPIs
- Understanding ESG risks and opportunities, based on actionable data and transparency
- Impact benchmark creation and maintenance. Usable as a strategic and investable portfolio
- Innovative impact monitoring & reporting, accompanied by thorough commentary. Combination of financial and impact insights
Impact investing
Sub-advisory & Impact model portfolios
Fund-of-Funds Management
Impact overlays
In detail…
- Translation of impact themes into actual investments; Sourcing of investments
- Implementation: impact theme model portfolios and investment support
- Impact overlays: applying tilt over entire portfolio
- Impact pools (fund of funds), mandates and direct investments: aspiration for near future
- Both private and listed markets; variety of asset classes