Practice 01 / Investment & Impact Advisory
We help fund managers develop investment products, capital owners assess opportunities, and public institutions design financing facilities across energy transition, natural capital and impact investment.
Discuss an engagementOur perspective
We connect the investment proposition with its market, economics, governance and implementation requirements. Our work supports equity and credit strategies, including structures that combine commercial and catalytic capital.
Additional research and assessment capacity for foundations, endowments and institutional investment teams.
Product development and institutional investor intelligence for energy transition, natural capital and impact funds.
Assessment of financing mechanisms and programme design that connects public objectives with investment requirements.
What we do
Develop an investment thesis into a defined fund proposition. We assess the target market, portfolio approach, financial model, fund economics and governance, and test how the proposition fits institutional investor requirements. Coverage includes energy transition and natural capital funds across equity and credit strategies.
Investment thesis · Product design · Fund model
Evaluate a manager, fund or investment opportunity against the client’s objectives. We examine the strategy, underlying exposures, team, economics, governance and impact approach, and identify the evidence needed for an investment decision.
Diligence report · Investment committee paper · Risk assessment
Design financing mechanisms that address a specific investment barrier. We examine capital structure, risk allocation, parallel funds, outcome incentives and technical assistance, translating an initial concept into options for institutional discussion and implementation.
Concept paper · Structural options · Implementation roadmap
Map the mandates, allocation priorities and investment requirements of institutional and development-finance investors. We prepare research and briefing materials to inform product positioning and client-led engagement.
Investor landscape · Mandate profiles · Meeting briefings
What you can commission
We agree the question, deliverables and review process at the outset. Clients retain their governance and approval responsibilities.
For fund managers and public institutions developing a new fund, parallel fund or financing facility.
Concept and investment thesis · Financial model · Structure and implementation options
For capital owners and investment teams evaluating a manager, fund or opportunity.
Diligence report · Principal risks · Investment committee materials
For fund managers seeking a clearer view of investor mandates and product fit.
Investor landscape · Mandate profiles · Briefings and agreed updates
A conversation is a good place to start
Discuss a fund concept, a facility design, an investment assessment or an institutional intelligence mandate.
Discuss a mandate[email protected]