Family offices, foundations, institutional clients, and many other investors tailor their investment programme around specific mandate requirements with differing target allocation, risk-return preferences and social and environmental objectives. We take these aims into account when building an impact investment portfolio.
Our systematic investment management engine enables us to offer tailor-made solutions.
We propose you to align your savings / investments with your own values.
Proposed solutions may cover :
- Carbon avoidance
- Carbon intensity reduction, Paris-trajectory alignment
- Gender diversity
- Nature capital preservation
- Other bespoke impact thematics
We act as a partner, assisting you to design, test and manage your portfolios.
We measure and report on the impact target achievement.
We offer SFDR article 9 funds sub-management and reporting.