and Fund Management
As independent advisor and research team leader I provide services in support of shaping integrated investment management. This involves taking responsible investment mainstream, in different asset classes including listed equities and private equity as well as the areas of wealth management and impact investing.
Working with horisontal and interdisciplinary teams, I provide co-leadership in delivering:
Planning, design, quality control and interpretation of Environmental, Social and Governance (ESG) analysis of business performance, including determination of material relevance in appropriate context and advice for future-fit portfolio development,
Development of integrated investment analysis, taking findings of ESG and fundamental or comparative financial analysis and defining connectivity and causal relations between key performance aspects and core financial value drivers, and
Facilitation of investor engagements with investee companies and institutions, leading critical yet collaborative discussions to take stock of progress, areas for improvement, dilemmas, long-term implications and true value creation.
Lead author, on engagement of consumers and retail investors via fintech in support of climate-smart infrastructure development, with entrepreneurial examples world-wide.
Co-authored with Fiona Bayat-Renoux, examining leading international fintech hubs and entrepreneurial start-ups emerging from Zurich, Geneva, Lausanne and beyond.
Business case analysis by Marc Bertoneche of Harvard and myself. Updated version published in The Conference Board’s Sustainability Matters 2014, Research Report R-1538-14-R, 2014.
Co-written with Marc Bertoneche, Visiting Professor of Finance at Harvard Business School. Illustrates a refined Green Business Case Model, including seven core financial value drivers.
Co-authored with Graig Hanson and Suzanne Ozment of the WRI, a concise guide on the integration of ecosystem services into business performance systems incl ISO14001 environmental management systems, Global Compact Performance Model and WRI / WBCSD Corporate Ecosystem Services Review.
Contribution to UNEP Green Economy Report, covering risks and opportunities facing manufacturing in a resource-constrained world, the costs of business-as-usual, supply and demand side strategies for greening and lean manufacturing.
Manufacturing and Buildings Chapters, contributing author with Michael Renner, Worldwatch Institute. Part of updated ILO Green Jobs Report, addressing growth and employment opportunities in greening of manufacturing, building & construction including emerging skills requirements.
Worked with the SustainAbility team in developing this report, addressing new trends in global supply chain management and applying a partnership approach in value chains to advance social responsibility standards. Focused on the ICT and Agrifood industries including global commodity initiatives.