Sustainable Finance Consulting
ESG expertise for financial players
We support asset managers, investors, banks and financial institutions in:
The definition and implementation of their ESG strategy
- Innovative ESG strategies and products: definition of sustainability objectives and indicators against which to measure their achievement
- Strategic & regulatory intelligence: anticipate and decipher ESG market trends, publish market survey on the ESG maturity of asset managers
The integration of ESG criteria into their operational investment and risk management ESG processes
- Implementation of the ESG approach: personalised support during the operational roll-out phase of the ESG strategy
- ESG regulatory compliance & voluntary commitments
- Audit of ESG methodologies
- ESG training and education: a catalogue of training courses that can be tailored to the context and degree of maturity of our clients' ESG practices
The provision of ESG experts
- Operational assistance to support our customers' in-house ESG teams
We offer to financial players an end-to-end support, from ESG strategy design to the operational deployment of solutions.
Client benefits
Innovative ESG strategies and products definition
We support our customers in developing and enriching their ESG strategy. We help them define strategy, objectives and indicators.
ESG regulatory compliance & voluntary commitments
ESG training
ESG expert support
Use Cases
Client
Context
Objective
The client wishes to structure its ESG approach at fund level, ensuring it complies with the requirements imposed by SFDR, and to take this opportunity to carry out a regulatory check at entity level. In addition to meeting SFDR regulatory requirements, the client wishes to formalize marketing material to distribute the fund as an impact fund.
Approach
Build an ESG marketing approach at fund level that meets market expectations from European professional investors and is consistent with the ESG methodology of the fund.
Project Completion
Client
Context
Groupe Crystal has consolidated its historical activities under three brands dedicated to private clients, to investment professionals and institutional investors.
The development of an ambitious ESG policy is one of the four pillars of Groupe Crystal’s corporate strategy to create value.
Objective
Groupe Crystal wishes to define and implement a fund selection process based on an ESG analysis grid using quantitative indicators.
Approach
Define and implement the fund selection process: definition of the methodological approach (ESG indicator grid) and design and implementation of the fund selection process
Project Completion
Client
Seroba Life Sciences (Seroba LS) is a European life sciences Venture Capital firm founded in 2002 and based in Dublin and Paris. Seroba LS focuses on investing in cutting-edge BioTech and MedTech.
Context
Seroba LS has already three funds under management and has built a large portfolio of investee companies. Seroba LS is about to close its fourth fund, invested in a dozen of holdings (series A and B) located in a wide range of European countries as well as in the USA and targeting €120 M in Asset under Management (AuM) raised mainly from European institutional investors (such as Ireland Strategic Investment Fund), but also from corporates and HNWIs.
Objective
Seroba LS wishes to structure its ESG approach both at entity and fund level, ensuring it complies with the requirements imposed by SFDR.
Approach
Formalization of the ESG approach at entity level (ESG Charter, ESG Risk Management Policy, Compensation Policy), ensure regulatory compliance at entity level and define strategy in term of voluntary commitments and participation in market initiatives
Formalization of the ESG approach at fund level (ESG policy for the fund) and formalize the fund’s documentation: prospectus, precontractual documentation and preparation of reports, website
Project Completion
Q1 2024
