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Consulting

We offer bespoke consulting services and impartial expertise across the impact investment lifecycle, encompassing Family Offices, Impact Investors and the broader impact ecosystem. By acting as your  extended impact team, we are able to enhance your existing in-house capabilities.

 

We regularly engage with Private Banks and Asset Managers to co-host sponsored events covering a wide range of impact and sustainability topics, based on the interests of impact-driven Family Offices and NextGen audiences.

 

Our expertise includes:

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impact strategy

  • Impact Questionnaires - designed for Family Offices to identify common thematics amongst family members in order to create investment theses, or for Investment Managers to set robust impact checklists (aimed at internal or external audiences)

  • Shape policies through the construction of Investment Policy Statements (IPS), which include impact guidelines for investment stewards 

  • Market Landscape and Investment Ideation

Due diligence and portfolio monitoring

thought leadership

  • Create and run bespoke internal or external training workshops i.e., for NextGen, Private Wealth Relationship Managers and their clients, and Venture Funds

  • Co-author white papers and thought leadership pieces with banks and investment managers

  • Conduct and analyse investor surveys and feedback 

  • Host roundtable discussions and respond to public consultations on behalf of impact investors

  • Act as a trusted advisor to organisations throughout their impact journey

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