Services
We provide research and advice on:
• Investment strategy and governance
• Responsible investment approaches
• Portfolio climate analysis and planning (eg. net zero targets)
• Broader strategic advice
This can range from being a one-off sounding board on key issues, through to deeper research, strategic or transformation projects.
We specialise in advising on larger portfolios - typically invested largely in public share markets and bond markets, and with smaller allocations to private equity, and, ideally impact investments.
We can work alongside an existing asset consultant, or independently.
• Investment strategy and governance
• Responsible investment approaches
• Portfolio climate analysis and planning (eg. net zero targets)
• Broader strategic advice
This can range from being a one-off sounding board on key issues, through to deeper research, strategic or transformation projects.
We specialise in advising on larger portfolios - typically invested largely in public share markets and bond markets, and with smaller allocations to private equity, and, ideally impact investments.
We can work alongside an existing asset consultant, or independently.