Sustainable Finance

A sustainability strategy for a UCITS equity fund looks nothing like one for a private debt, infrastructure or real estate fund, or a fund of funds. Each relies on different data, from ESG data providers, investee companies or underlying managers. 
 
We design strategies for each asset class, carry out due diligence on your ESG data providers and data points, and build the data model that links investment decisions to disclosures and reporting. 
 
The outcome is a product range whose sustainability commitments are investable, measurable and evidenced.

Since 27 September 2026, generic environmental claims to consumers are banned unless backed by recognised excellent environmental performance, and product claims of climate neutrality based on offsetting are prohibited. Fund names, factsheets, websites and social media are all in scope when they reach consumers. 
 
We map where your exposure sits, review your claims at scale, build the evidence behind the claims you keep and put approval processes in place. 
 
The outcome is sustainability communication you can stand behind, with every decision documented.

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Pre-contractual and website disclosures are the first documents investors, distributors and supervisors read. They must match the investment process, each other, the fund name, the KID, factsheets and the European ESG Template. Under SFDR 2.0, all of them will need to be rewritten in a shorter, category-based format. 
 
We review and draft SFDR annexes and website disclosures, test consistency across documents and data, and plan the rewrite of your range for SFDR 2.0. 
 
The outcome is disclosures you can defend in front of investors and the supervisor.

Every year brings SFDR periodic reports for each Article 8 and 9 fund, the PAI statement, Taxonomy figures and the European ESG Template for distributors. Investors add their own requests: EDCI metrics, the BAI ESG Template, PRI and GRESB submissions, impact reports and questionnaires. 
 
We help you produce mandatory and voluntary reporting efficiently, and build the data, processes and controls behind both. Where it helps, we run EET production and PAI calculation for you. 
 
The outcome is reporting that is complete, consistent and on time.

Boards, investors and distribution partners increasingly ask for independent comfort on the sustainability information they rely on. 
 
Our assurance teams provide independent assurance over SFDR periodic disclosures, PAI indicators, Taxonomy figures and European ESG Template data, and over the processes and controls that produce them, under recognised assurance standards and within applicable independence rules. We scope each engagement to what matters most to your stakeholders, from a single PAI statement to the full reporting cycle. 
 
The outcome is sustainability information your stakeholders can rely on.

As investor scrutiny, market standards, and regulatory expectations continue to increase, issuers face growing challenges in demonstrating the credibility and impact of their green bond programmes. From framework development and alignment with the ICMA Green Bond Principles or the EU Green Bond Standard, to allocation and impact reporting and external reviews, organizations need robust processes and transparent disclosures to maintain market confidence and access sustainable finance opportunities. Our specialists help issuers navigate these complexities throughout the entire green bond lifecycle.

As sustainable finance matures and becomes more deeply embedded in investment strategies and capital allocation, public and private investors face growing pressure to translate sustainability objectives into credible, investable opportunities and deploy capital through the right financing structures.  

We support public and private sector clients in designing and deploying equity and debt solutions, including GSS+ bonds, loans, guarantees and securitisation, and in connecting investors with sustainable investment opportunities across the EU and internationally.  

Our multidisciplinary expertise spans a broad range of sustainability themes, from climate mitigation and adaptation to nature and social impacts, helping clients align financing solutions with investor priorities and sustainability objectives.