Enabling the transition
of the finance industry
Our projects affect the whole sustainable finance ecosystem. We work tirelessly to accelerate change, equip the industry to respond to global challenges, and increase alignment between financial players.
Investors
Drive change management
2022
Product development based on new regulations (SFDR, EU Taxonomy) for a global index provider
2021
Co-design of RI strategy and development of implementation roadmap for a large insurance company
2020
Gap analysis and development of RI strategy for one of the largest Swiss fixed income asset manager
Education
Build professional competencies
2022
Development of online training courses on RI and ESG integration across asset classes
2021
Author of the CFA Certificate in Climate and Investing’s chapter on Regulation and Corporate Reporting
2019
Development of Certificate in ESG Investing for the CFA
Initiatives
Promote sustainable finance
2022
Research and identification of investment opportunities to drive food systems transformation
2021
Development of an Eco-Tourism Fund for a leading environmental NGO
2020
Development of Reporting Framework for UNPRI signatories
Previous Projects
2018/19
Advise on ESG integration and RI reporting for several Swiss wealth managers
2018/19
Development of online training on RI and ESG integration for investment professionals and relationship managers
2018
Development of Swiss Pension Funds Responsible Investment Rating survey for a leading environmental NGO