Sustainable Investment Consulting
Ogier's Sustainable Investment (SI) Consulting is a dedicated consultancy at Ogier Global offering bespoke design, integration, management and reporting solutions to our clients. SI Consulting works across 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.
Our services include:
- Policy and strategy
- Regulatory compliance
- Training and education
- Portfolio integration
- Due diligence
- Measurement and management
- Reporting
- Independent verification
Ogier Global's consultancy team can work independently or in tandem with Ogier's legal team according to the nature of the mandate.
Find out more
Investment Funds: Sustainable Investing and Impact Funds
Ogier’s dedicated Sustainable Investing and Impact Funds (SIIF) practice has been established to assist clients in structuring, operating and investing in investment funds which focus on Sustainable Investing and ESG, including those with a mandate for impact.
Our services include:
- Funds structuring, domiciling, operation and regulatory advice
- Drafting disclosures for fund documentation
- Green and ESG fund labels
- Directors duties
- Governance
- The International Stock Exchange (TISE) Green segment
- Luxembourg Green Exchange (LGX)
- Guernsey Green Fund
Within our SIIF practice we also have a focused Private Equity offering, supported by the Sustainable Investment consultancy team. Services include:
- Regulatory scan
- Drafting disclosures for fund documentation
- Market benchmarking
- Fund's impact strategy and approach
- Investment sourcing and impact diligence
- Impact portfolio monitoring and management
- Impact report drafting
- Impact verification
Find out more
Banking and Capital Markets: Sustainable Finance
The ESG agenda shaped by recent global commitments has become a focal point for many banks, financial institutions, sponsors, corporates, asset managers and investors. The impact of ESG considerations on the banking and finance sector is growing at a rapid pace and Ogier is proud to be at the forefront of advising clients which are innovating in response to various ESG related externalities and market pressures. Ogier's Sustainable Investing and ESG experience spans across our finance teams, including those focused on capital markets, listings, fund finance and real estate finance. We have seen first-hand how ESG is affecting policy and attitudes towards lending, borrowing, capital raising and investing, with banks increasingly issuing ESG/sustainability/green focused bonds and loans amid pressures for the private sector to do more to address ESG issues.
Services include:
- Fund finance
- Real estate finance
- Islamic finance
- Luxembourg Green Stock Exchange (LGX)
- The International Stock Exchange (TISE)
Find out more
Private Wealth and ESG
Private capital plays an increasingly important role in supporting the global movement to align our financial system with sustainable development. Engaged philanthropists, foundations and investors are stepping up to the plate to create solutions.
We support foundations, family offices and charities seeking to leverage their impact capital for good and to make a positive impact. We help our clients reimagine how to generate impact from their endowments by providing impact management, measurement and conducting impact due diligence services.
Our services include
- Establishment of private wealth structures primarily focused on ESG objectives (these might be charitable or non-charitable purpose trusts, foundations or companies limited by guarantee)
- Establishment of traditional private wealth structures which are drafted to be compliant with ESG principles albeit for the wider benefit of the family
- The drafting of investment powers in trusts and foundations specifically around ESG principles and the family's wishes
- Advising trustees on the adoption of ESG principles and trustee investment duties
- Family governance advice on bringing in second and third generation beneficiaries to a structure's ESG policy and operations
- Assisting families to determine a workable ESG policy
- Amending family charter to include the family's wishes on ESG