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Our Services

Sustainable investing strategy and policy


Sustainable diagnostic – gap analysis looking at the entire investment process.

Draft the sustainable policy in cooperation with all stakeholders via an iterative process with a multidisciplinary team.

Implement this policy and the sustainability strategy and initiatives that support it.

Seek approval from agreed international standards including PRI, UN SDG, UN Global Compact, Gresb, Inrev, LEED.

Regulation compliance and disclosure – EU SFDR: are you in scope?

Review update monitor targets.

We assist a wide range of investors, including: Real Estate Investors / Funds , Private Equity firms, Asset Managers /Hedge Funds, and Family Offices.

Sustainable fundraising


Securing sustainable investment capital through our extensive network of investors.
 

Fundraising Strategy and Communications Support.

Investment Advisory


We assist family offices and individuals investing in sustainable assets aligned with mandate, belief and objectives.



Strategic asset allocation.

M
arket studies.

Tax advising.


Portuguese golden visa via investment funds:

  • Fund selection, conduct due diligence on funds and managers, assess sustainability integration, making sure it is aligned with investors belief or mandate.

  • Golden visa application in collaboration with our boutique law firm strategic partner.



     

Sustainable deal sourcing


Real Estate development project sourcing and pricing.



Private equity deal sourcing.

Strategies across the investment space

 
 
 

Real Estate Investors  & Funds

Private Equity Firms

Implementing ESG and impact strategies in private equity faces several challenges due to the lack of uninformedly accepted reporting standards and consistent, accurate and comparable data.

At the same it provides huge opportunities for early investors  for creating a strong set of ESG and Impact  KPIs early in the company’s life cycle.

 

Our missions is therefore to assist Private Equity  fund  in linking sustainable  investing strategies to their mandate by following  a systematic and explicit inclusion of risk and opportunities of ESG and impact factors throughout the full deal cycle, from pre-investment activities through the post-investment holding period and exit.
 

 

Our Private Equity Firms services include:

Sustainable diagnostic – gap analysis looking at the entire investment process.
 

Draft the sustainable policy in cooperation with all stakeholders via an iterative process with a multidisciplinary team.


Implement this policy and the sustainability strategy and initiatives that support it.

  • Negative screening

  • Positive screening

  • Pro-active engagement highlighting desired sustainable factors


ESG factors assessment using the SASB materiality framework

Impacts assessment using the UN SDG framework.


Seek approval or compliance from agreed international standards and regulation including PRI, UN SDG, UN Global Compact, EU SFDR.


Review update monitor targets.
 

In light with its real importance relative to sustainability, we can expect the real estate asset class share to catch up relative to global sustainable investing and thus creating significant opportunities for well positioned market participants.

Our missions is therefore to assist Real Estate Investors and Funds in the design and implementation of a sustainable policy aligned with their belief and mandate and which integrate systematically  ESG risks and opportunities assessments in their entire investment process.

 


 

Our Real Estate Investors services include:


Sustainable diagnostic – gap analysis looking at the entire investment process.

Draft the sustainable policy in cooperation with all stakeholders via an iterative process with a multidisciplinary team.

Implement this policy and the sustainability strategy and initiatives that support it.

Seek approval from agreed international standards including PRI, Gresb, Inrev.

Regulation compliance and disclosure – EU SFDR: are you in scope?

Green Building strategies and certification advising (LEED, BREEAM).
Review update monitor targets.

Training.