Case Study 4 | Asset Management Firm
- Transformative Technologies.
- Climate Transition.
- Diversity, Equity, and Inclusion.
The portfolio seeks impact fund managers investing in assets that are seeking to contribute to climate change adaption and close the energy transition gap. Our portfolio construction guidelines screened the universe of funds to include strategies that demonstrated measurable positive environmental impact as a primary investment objective.
This asset management firm has been seeking to distribute an impact focused product to their pool of high net worth and family office investors. In their search for a product to distribute, a key detail was the alignment of the distributed product with their core values. Additionally, they also wanted to ensure that the impact was measurable and verifiable to mitigate impact washing risk. The first impact portfolio of interest was focused on climate impact with a preference for investments to be in developed markets.
AU$ 150 million.
Multi-Asset.
