Ogier Global Sustainable Investment Consulting

SI Consulting supports our clients to navigate sustainable investment goals and to leverage the landscape of opportunities.

SI Consulting is a dedicated consultancy at Ogier Global offering bespoke design, integration, management and reporting solutions to our clients. 

We recognise there is no one-size-fits-all approach when it comes to SI and have built our practice to provide tailored advice according to our clients' needs across the SI lifecycle. We work across the spectrum of asset class and SI strategies facilitating institutional investors, multi-strategy asset managers, private equity funds, private debt and credit, venture funds, family offices and foundations.

Several global megatrends are shaping SI today, including the climate crisis, evolving regulation, growing investor demand and increased awareness that accounting for ESG factors may lead to better risk-adjusted financial return in the long-run.

Evolving regulations are pressuring financial market participants to enhance their current operating models to refine, embrace, and embed ESG practices. Authorities around the world are moving ahead to require enhanced disclosure on ESG or sustainability factors of investment products and business activities to assist investment decision-making. We have witnessed this with the introduction of regulatory disclosure requirements, for example, in the EU, UK, Hong Kong and Singapore.

Investor demand is also growing, driven by younger generations and high net worth individuals seeking to invest with their values. This is pushing asset managers to act and respond with sustainable investment solutions that match investors' risk, return and impact profile.

SI Consulting delivers flexible solutions to our clients no matter where you are on your sustainable investment journey. Whether you are starting out or enhancing your investment strategy to factor ESG risks and opportunities, our team can you support you.

If you are interested in any of our services or would like to arrange a consultation, please get in touch.

Our services include:

Policy and strategy

  • Sustainable Investing strategy and policy development
  • Product market benchmarking
  • Development of product sustainable investing thesis
  • Materiality mapping

Regulatory compliance

  • ESG regulatory health-checks
  • ESG regulatory reviews of SFDR Article 6,8 and 9 products

Training and education

  • SI training for boards, senior management teams and compliance
  • Impact and SI training for family offices and private banks

Portfolio integration

  • SI sector metrics identification
  • Portfolio integration of ESG factors across asset class

 

Due diligence

  • SI due diligence at the fund and portfolio company level
  • Screening of funds against international development bank principles and standards

Measurement and management

  • SI measurement and management approach for portfolios
  • Impact investing specific impact theory of change development

Reporting

  • SI, ESG and impact report development
  • Investor ESG factsheet development

Independent verification

  • Independent impact verification of products, funds and portfolio company performance aligned to industry standards
  • Evaluating compliance with the managers SI or ESG policy
  • Completeness checks of in-house frameworks