Supporting your use case with tailored solutions and meaningful insights
Next-Generation Solutions for Values-Aligned Investing
For wealth managers that want to harmonise client preferences with competitive financial returns.
Case Study
THE NEED
Nature and biodiversity insights - including biodiversity footprinting and natural capital impact accounting.
The Scope
Global equity index and select fund (ca. 9,000 holdings).
THE IMPACT
Launch of innovative fund with investment objective to achieve long-term capital appreciation while contributing toward nature protection.
THE NEED
Natural capital impact accounting in monetary terms - including mapping to the UN SDGs.
The Scope
Global equity index (ca. 1,500 holdings).
THE IMPACT
User-friendly web dashboard for prospective clients comparing expected financial return with negative impact on natural capital.
Portfolio Personalisation
Curate portfolios to each client’s sustainability objectives by screening and optimising holdings with location‑specific ESG, impact‑valuation and nature metrics.
Advisory
Enrich investment advice with scenario‑based sustainability modelling and automated double‑materiality diagnostics, turning complex data into actionable allocation shifts and thematic ideas.
Risk Oversight
Quantify and monitor climate, nature and supply‑chain exposures using forward‑looking metrics that map directly to financial risk drivers and early‑warning thresholds.
Reporting and Storytelling
Elevate client reports and regulatory disclosures with flexible data feeds and AI‑generated narratives that align seamlessly to leading frameworks while bringing impact performance to life.
