Portfolio strategy, products and stewardship that hold up
Asset managers and asset owners must meet client expectations for sustainable investment while navigating product regulation, greenwashing risk and the practical limits of data.
The questions on the agenda
Product classification is being rewritten
SFDR reform and fund-naming rules are reshaping how sustainable products are defined and marketed.
Transition claims need evidence
Alignment metrics and stewardship must demonstrate real-economy impact, not portfolio optics.
Climate and nature risk must reach valuation
Physical risk, transition exposure and nature dependency need to inform security selection and allocation.
Impact and adaptation are growing allocations
Investors need theses, structures and measurement for adaptation, resilience and nature.
What we do for investors
Each engagement draws on our proprietary frameworks and on direct experience inside the institutions and initiatives that set market practice.
Discuss your priorities- SFDR product classification and EU Taxonomy alignment
- Transition-plan assessment and portfolio alignment
- Climate and biodiversity risk in investment analysis
- Impact and adaptation investment strategies
Resources for this practice
SFDR 2.0 and CSRD Readiness for Asset Managers
Transition Plan Credibility Test
LEAP-to-Ledger nature risk starter kit
The frameworks behind this work
Transition Finance
Transition plans for banks, insurers and investors, built around the growth opportunities of the energy transition and energy security.
ExploreClimate Risk
Disclosure-ready scenario analysis for ISSB S2, ESRS E1 and TCFD, built so the same analysis can inform pricing, capital and portfolio decisions.
ExploreAdaptation & Resilience Finance
Physical risk data, adaptation taxonomies, bankable pipelines, impact measurement and the financial value of resilience.
ExploreExperience our senior consultants bring
CSRD and Taxonomy readiness for an asset manager
An obligations map across three jurisdictions, a gap assessment and a sequenced plan reusing one data architecture across frameworks.
Measuring what adaptation investment delivers
Built an impact measurement toolkit for adaptation and resilience investments, tested with practitioners.
An adaptation taxonomy playbook
Developed a playbook guiding policymakers and financial institutions through the design and implementation of an adaptation taxonomy.
Start with a 30-minute conversation
Tell us about the decision in front of you. We will give you a view on how to approach it, and whether we are the right firm to help.