Sustainable Finance & Portfolio Management
Making sustainable investments is a prerequisite to achieve a just and rapid transition. To be able to efficiently steer capital and investments in the right direction requires a high level of transparency, as well as a quality set of indicators and measurements. Also, ensuring that sustainable finance is available for SMEs is a critical aspect, since these companies are often the designers of the innovative solutions needed to achieve the objectives of the Green Deal. Our advisors are recognized experts in this field and have up to twenty years of practical market experience. We have used this considerable experience, and close collaboration with investors and other stakeholders, to develop impactful investment solutions for our clients.
Transition Advisory
Development of transition plans across sectors and industries Portfolio management as well advisory on specific holdings, including targets and action plans. Measurement of estimated transition impact for specific investments.
High Impact Investing
Advisory to investors and issuers on high impact investments. Investment specific Due Diligence as well as reporting services. Provision of pre-issuance factsheet on sustainable bond frameworks, highlighting estimated impact on the specific issuance.
Sustainable Finance
Advisory to set up sustainable finance (transition, green and sustainability-linked) in the bond as well as the bank loan market. We also offer assistance in the reporting back to banks and investors.
ESG Due Diligence & Exit Stress Test
Due Diligence services before a merger, acquisition or a divestment. The ESG DD may be complemented by our own Exit Stress test methodology that challenges the assumptions, robustness and exit realism in a company’s sustainability business case
SFDR Alignment and Reporting
Tailor-made advisory and assurance of compliance with the requirements in SFDR, including pre-contractual templates and webpage information. Advisory on suitable reporting level (article 6, 8 or 9). Annual SFDR and PAI reporting.
Sustainable Investment Advisory
Support in developing and implementing exclusion criteria, active ownership, portfolio risk assessments in addition to policy and governance advice
Find out more about the ESG and Sustainability services we offer here.
We offer you the tailor-made advisory needed to ensure the optimum sustainable finance solution
