01
It says what you intend, not what you do.
LPs and regulators increasingly ask what actually happens before you buy and after you invest, and a statement of intent does not answer that.
Investment Strategy Development
For Investors
One-Time Project
Make responsible investment a process, not a promise.
Your LPs, regulators, and your own commitments expect a responsible investment approach, and right now it is more intention than process. We benchmark where you stand and build the policies, guidelines, and habits that make it real.
A policy is not a process.
02
It lives in a document, not in deals.
An approach the investment team does not use in diligence changes nothing about what ends up in the portfolio.
03
You cannot show it working.
Without guidelines and a way to track them, you have nothing to point to when an LP or regulator asks how the approach holds up in practice.
What you get
From intention to an approach that holds up.
01
The benchmark
An honest read against your peers
We benchmark where your responsible investment approach actually stands against firms like yours, so you start from a clear picture instead of an assumption.
BenchmarkPeersHonest baseline
02
The policy
Policies that hold up when an LP reads them
We write investment policies that stand up when an LP or regulator actually reads them, not statements of intent that fall apart under a question.
PolicyLP-readyDefensible
03
In the deal
Guidelines for how you actually make deals
You get clear guidelines for bringing sustainability into diligence and decisions, so it shapes what you buy instead of sitting outside the process.
DiligenceDeal processPractical
04
After you invest
Guidelines for managing it across the portfolio
We set out how you steward sustainability across the portfolio after the deal closes, so the approach carries through ownership rather than stopping at signing.
StewardshipPortfolioOngoing
05
Your team
It lives in the process, not a document
We train your investment team so the approach lives in how deals actually get done, which is what LPs and regulators increasingly want to see.
TrainingEmbeddedIn practice
How it works
Three steps from intention to process.
01
Tell us where your approach stands.
Your current policy, what your LPs and regulators expect, and where the gaps are. A first call is enough.
02
We benchmark and build.
You get an honest read against your peers, then policies, diligence questions, and guidelines built for how your firm actually invests.
03
Your team runs it.
We train the investment team so the approach lives in deals and portfolio decisions, not in a policy document.
- An honest benchmark of where your approach stands against your peers.
- Investment policies that hold up when an LP or regulator reads them.
- Clear guidelines for bringing sustainability into how you actually make deals.
- Guidelines for how you manage it across the portfolio after you invest.
- Your investment team trained, so this lives in the process, not in a policy document.
Starting at $8000
The fee depends on your firm's size and how far along your current approach is. We confirm it after a first call, before any work starts.
Resources
Worth a look before you start.
A responsible investment approach is built, not declared. These guides cover the PRI principles and sustainable finance, and the glossary explains responsible investing in plain words.
Related services
Other ways we can help
If your situation spans more than one of these, we can cover the rest too.
Portfolio Management
You need sustainability data across your portfolio, and every company reports it differently, if at all. We put each company on comparable terms and give you one clear read across the fund.
Learn more about Portfolio Management
Sustainability Strategy
You know it matters to your customers and investors, but you have no plan you can point to. We build a strategy with real priorities, targets, and a timeline your team can run.
Learn more about Sustainability Strategy
GHG Emissions Calculations
Someone asked for your emissions. We calculate your Scope 1, 2, and 3 footprint with the method and evidence to back every figure, ready for a report, an investor, or a customer.
Learn more about GHG Emissions Calculations
Reporting and Communications
You have to publish something, and you are worried about saying too much, too little, or the wrong thing. We build a report that matches the right framework and keeps every claim tied to evidence.
Learn more about Reporting and Communications
FAQs
Questions people ask us
01We already have an ESG policy. Why is that not enough?
A policy says what you intend. LPs and regulators increasingly ask how it works in practice: what you check before you buy, what you ask in diligence, and what you do after you invest. That working layer is what we build.
02How long does it take?
Most engagements run a few weeks to a couple of months, depending on your firm's size and how far your current approach reaches.
03Does this cover reporting to LPs?
It connects to it. We build the approach so the data you collect supports LP reporting. If you need the ongoing portfolio work too, that is our Portfolio Management service.
04What does it cost?
Starting at $8000, fixed after a first call, before any work starts.
Ready to start?
Tell us what you need.
Bring us the sustainability request, reporting deadline, or strategy question you are facing. We will read it and suggest a practical first step, and the first conversation is free.