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We offer to financial players an end-to-end support, from ESG strategy design to the operational deployment of solutions.
We support our customers in developing and enriching their ESG strategy. We help them define strategy, objectives and indicators.
We support our customers in complying with the regulatory framework for sustainable finance.
We offer our customers a catalogue of training courses, tailored to the needs of their business and their degree of maturity.
A multi-strategy alternative asset management firm active in Venture Capital, Private Equity, Private Credit, Real Estate, and Royalties.
The client’s Healthcare strategy invests in royalties and credit backed by approved and commercialized biopharmaceutical products, diagnostics and medical devices
The client is considering launching a new fund, registered in Ireland and distributed to European professional investors and wishes this new fund to be classified under Article 9 SFDR. The fund will be marketed as an impact fund.
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.
Build an approach at fund level that is consistent with the framework and objectives of the management team, the existing strategies of the fund and SFDR
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
Q1 2024
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.
Groupe Crystal wishes to define and implement a fund selection process based on an ESG analysis grid using quantitative indicators.
Draft a charter for responsible selection, at entity level
Define and implement the fund selection process: definition of the methodological approach (ESG indicator grid) and design and implementation of the fund selection process
Q4 2023 / Q1 2024
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.
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.
Seroba LS wishes to structure its ESG approach both at entity and fund level, ensuring it complies with the requirements imposed by SFDR.
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
Q1 2024
