Wealth Managers & Family Offices
Managers of wealthy families’ assets are natural candidates for leadership in sustainable finance. They have greater flexibility in their mandates than other investors, allowing them to utilize a variety of strategies within their capital structure and to invest across asset classes.
Private banks, wealth managers, family offices, or multifamily offices have increasingly expanded their ESG practices as positive correlations between ESG integration and both risk management and financial benefits become more salient.
Ethically-minded millennials are also moving up through the family ranks fomenting changes in internal decision-making and governance. In the same vein, family offices are showing a growing inclination to align family’s values with investment decisions.
But they often encounter challenges in adjusting their long-standing finance-only investment strategies to a portfolio construction that includes the assessment of ESG risks and opportunities. Some of these hurdles include incorporating sophisticated ESG technics into asset management, and sourcing sustainable investments locally and globally – this is the biggest barrier for wealth managers according to industry surveys.
Comprehensive services for wealth managers & Family Offices
Internal discovery
Conducting qualitative and quantitative assessments with family members and their financial advisors to understand their values, the way they operate, current asset allocation and portfolio, their perceptions regarding the impact economy and how they envision their involvement in the field. We help with the identification of patterns and differences within the perception of key stakeholders, high level assessment of current portfolio, and definition of investment objectives and thesis in relation to sustainability.
Definition of strategy
Supporting the definition of the objectives, scope and approach to responsible and sustainable investments, with the goal to move from current portfolio to desired portfolio, high level asset allocation, ESG/impact methodologies and impact measurement and reporting approach.
Money management
Support ESG incorporation in asset allocation, portfolio construction, asset analysis and valuation, and in the sourcing, contracting, and monitoring of fund managers according to ESG factors.
Building Synergies
Establishing coalitions of mission-aligned wealth managers and wealthy families to expand capital allocations into specific sectors or under specific guidelines.
Global benchmarking
Conducting data-driven and bespoke studies on the global ESG industry, covering trends, standards, regulatory frameworks, practices, benchmarks, players, initiatives, associations, gaps, and opportunities.
