Fund Managers
Both in developed and emerging markets, fund managers are embracing sustainability criteria as an efficient solution to enrich their investment strategies. This may include integrating ESG factors into their decision-making or taking into account the social and environmental impacts of their investments. Sustainability is a powerful tool both to consider ‘the effect of the outside world on an asset or portfolio’ and the ‘the effect of an asset or portfolio on the outside world’.
Taking ESG in entails embarking on all-encompassing and transformative process that covers the full investment cycle, from sourcing to exiting, and it is more centered on the investment firm rather than on a specific product.
Over time, institutional investors are gradually exerting more pressure on fund managers as not investing responsibly may be regarded as irresponsible. An exponential growth of regulatory frameworks globally also requires fund managers to disclose how they integrate ESG risks into their investment and advisory processes. Both factors play a part in the solid growth of ESG in the asset management industry.
Yet, establishing proper ESG funds and incorporating sophisticated ESG technics into asset management is no easy talk and surveys indicate that firm managers are confronted with fundamental stumbling block in their sustainability trajectories.
Comprehensive services for fund managers
Asset Management
Integrating ESG policies, practices and data into the backbone of an investment firm and its products. It includes reviewing current practices, integrating ESG factors in internal processes and in the organizational setup, incorporating ESG factors in the full investment cycle (sourcing, due diligence, valuation, holding period, exiting), and reporting to a wide range of stakeholders. We have worked with managers of public equities, private equity, venture capital, fixed income, real estate and other alternative investments – both global institutions and boutique/specialized ones, in developed and emerging markets.
Compliance
The lack of a global standard or regulatory framework on ESG asset management, leaves investment firms with a sea of overlapping and fragmented best practice guidelines, labels, certificates or disclosure-based regulations to follow. We advise on the way forward ensuring that firm managers comply with, an eventually surpass, market expectations and regulatory directives leaving a trace of overperformance and gaining industry recognition.
New Funds
Designing the fund’s ESG setup, consisting of a clear vision, a differentiated investment thesis, a long-term framework for fund structure and operations, plus ESG metrics for risk management, opportunity seeking and impact measurement.
Mobilizing Capital
Advising on capital raising strategies for ESG and impact funds. We identify limited partners who prioritize ESG factors in their investment decisions and actively source best-in-class fund or asset managers. Aligning supply and demand around ESG products by connecting parties with congruous goals and matching principles ensures compounded results.
Global benchmarking
Conducting data-driven and bespoke studies on the global ESG industry, covering trends, standards, regulatory frameworks, practices, benchmarks, players, initiatives, associations, gaps, and opportunities.
