Sustainable Investment and Financing
Investments Should Consider Environmental Performance and Sustainability
Institutional investors and funds are increasingly viewing sustainability as a financial asset, with more investors establishing dedicated climate funds and incorporating sustainability criteria into their investment strategies and acquisition decisions.
Working closely with companies and investors, we assist in developing investment strategies, identifying and evaluating the most promising opportunities for carbon reduction, enhancing environmental performance, and promoting the development of sustainability-focused portfolios. Among the services we provide, it is worth highlighting the sustainability classification of investments (European Taxonomy), which outlines fund strategies that incorporate sustainability.
European Taxonomy
To promote the transition to green investing, the EU has established rules outlining what qualifies as green or sustainable activities. Services related to the European Union Taxonomy are available. This classification system, developed by the European Union, determines what constitutes an “environmentally sustainable” economic activity, aiming to guide green investments and enhance market transparency, in accordance with Regulation (EU) 2020/852. The system is founded on six environmental objectives and requires companies to disclose how their activities align with them. The environmental objectives to be considered are:
- a) Climate change mitigation (avoiding or reducing greenhouse gas emissions or increasing greenhouse gas emissions);
- b) Climate change adaptation (reducing or preventing adverse impacts on the current or future climate, or the risks of such adverse impacts);
- c) Sustainable use and protection of water and marine resources;
- d) Transition to a circular economy (with an emphasis on resource reuse and recycling);
- e) Pollution prevention and control;
- f) Protection and restoration of biodiversity and ecosystems.
https://www.europarl.europa.eu/topics/pt/article/20200604STO80509/taxonomia-da-ue-investimento-verde-em-atividades-sustentaveis
Fund Strategy Incorporating Sustainability
Develops strategies for new and existing funds to establish investment policies, practices, and narratives, define compelling and reliable objectives, measure impact across diverse and evolving portfolios, and scale sustainability capabilities and tools that facilitate consideration of environmental, social, and governance (ESG) factors or the positioning of the sustainability certification of the built portfolio (LiderA).
Analysis of opportunities and contribution to solution selection
Investment opportunities with exceptional growth potential are recognised based on technological advances, shifting client demands and commitments, and swiftly changing regulatory environments arising from the implementation of sustainability.
Audits and Due diligence
In partnership with IPA, we carry out detailed and rigorous audits and due diligence of investments, integrating sustainability expertise and assessing various risk and opportunity factors
Creating Portfolio Value through Environment and Sustainability
We work directly with portfolio companies to drive growth in financial results and revenues, accelerating the energy transition, pursuing decarbonisation, adapting to climate change, the circular economy, enhancing ecosystem services, and identifying sustainable businesses.