Services

Family Offices are increasing involved in impact and sustainable investing. I assist FOs in:

•  impact/sustainable investing strategy design
•  impact portfolio design or verification
•  impact/sustainability/ESG reporting
•  improving portfolio sustainability performance
•  investments screenings and verifications

I also support FOs in thematic journal articles and white papers preparation.

With a growth of sustainable finance (SF) market and regulatory requirements, I support funds in:

•   impact/sustainable investing strategy design
•   impact/sustainable portfolio design
•   impact assessment of portfolio
•   ESG metrics design or verification
•   ESG risks assessment or verification
•   verification of SF documentation

I also verify documents required for funds monitoring.

I assist individual and institutional investors with expertise in:

•   funds verification (ESG, impact, sustainability)
•   funds monitoring (incl. SF compliance)
•   ESG/sustainability verification of investments
•   investments alignment with SF frameworks
•   investments alignment with grant requirements

I offer a second party opinion on Sustainability-Linked Bonds (incl. Green Bonds).

I provide expertise in an intersection of policy-making, multidisciplinary research and business, with a focus on:

•   sustainable finance
•   sustainability management
•   digitalisation and sustainability
•   biodiversity and finance
•   SDGs operationalisation (programs, grants)
•   ESG data and ratings methodology
•   impact and deep-tech ventures growth