Financial Services

Our Services

Comprehensive sustainable finance portfolio construction services tailored to your investment objectives and ESG requirements.

Complete Sustainable Finance Solutions

From initial ESG assessment to ongoing portfolio management, we provide end-to-end services for sustainable investment strategies.

Portfolio Construction

Custom portfolio design that integrates ESG criteria with financial performance objectives. We analyse risk-return profiles whilst ensuring alignment with sustainable investment principles.

  • Asset allocation optimisation
  • ESG screening and integration
  • Risk-adjusted return analysis
  • Diversification strategies

ESG Integration

Comprehensive environmental, social, and governance analysis to ensure your investments align with sustainability goals and regulatory requirements.

  • ESG scoring and assessment
  • Impact measurement
  • Sustainability reporting
  • Stewardship strategies

Risk Management

Advanced risk assessment and mitigation strategies that incorporate both traditional financial risks and emerging ESG-related risks.

  • Climate risk analysis
  • Transition risk assessment
  • Stress testing
  • Scenario analysis

Regulatory Compliance

Expert guidance on EU sustainable finance regulations, ensuring your portfolios meet all current and upcoming compliance requirements.

  • SFDR compliance
  • EU Taxonomy alignment
  • Disclosure requirements
  • Regulatory monitoring

Specialised Service Areas

Our expertise spans across various sectors and investment strategies, providing tailored solutions for different client needs.

Institutional Clients

Comprehensive portfolio solutions for pension funds, insurance companies, and asset managers.

  • • Large-scale portfolio construction
  • • Liability-driven investment strategies
  • • Regulatory compliance support

Corporate Clients

Sustainable investment strategies for corporate treasury and employee benefit programmes.

  • • Corporate sustainability alignment
  • • Treasury management
  • • Employee pension schemes

Private Wealth

Bespoke sustainable investment solutions for high-net-worth individuals and family offices.

  • • Personalised ESG strategies
  • • Impact investing opportunities
  • • Next-generation planning

Our Process

A structured approach to sustainable portfolio construction that ensures optimal outcomes for your investment objectives.

1

Assessment

Comprehensive analysis of your investment objectives, risk tolerance, and ESG preferences.

2

Design

Custom portfolio design incorporating ESG criteria and optimised for your specific requirements.

3

Implementation

Careful execution of the portfolio strategy with ongoing monitoring and risk management.

4

Review

Regular performance review and portfolio rebalancing to maintain optimal alignment with your goals.

Ready to Get Started?

Contact us today to discuss how our sustainable finance expertise can help you achieve your investment objectives.