Environmental, social, and corporate governance considerations are integral to investing, for both risk management and long-term return potential. To that end, we integrate ESG and sustainability factors across our investment platform by assessing all material information to help our clients make prudent investment decisions.
Our sustainable and impact investing team, and our firm more broadly, take an integrated, customized approach to building portfolios that reflect our clients’ specific impact and mission objectives, without making concessions on returns. We employ a broad range of impact investing strategies, seeking to finance long-term, market-driven solutions to real societal challenges. We aim to invest in the future, eliminate greenwashing, lean into underappreciated or mispriced areas of the market, stay ahead of change, and align portfolios with fundamental long-term economic value.
We are a signatory to the UN Principles for Responsible Investment (PRI) and the Task Force for Climate-Related Financial Disclosures (TCFD).
We also partner closely with leading industry networks and impact-related affinity groups to help advance the volume of investment opportunities, create connections in the industry, and expand access to quality research and thought leadership.
Assistance and guidance in the establishment and administration of charitable foundations.
Support in formulating a donor's giving strategy.
Technical advice on and operational management of charities.
Establishing grant-making foundations and trusts.
Preparing and presenting philanthropic initiatives.
Operating your own charitable structure (by the family office) for clients to participate in.
Impact Investing in purposeful meaningful projects.
Our experience in the impact investing space allows our practitioners to bring:
Experience from “blueprint to scale”: We provide leading strategic advisory services, as well as a range of “downstream” support services, including world class data and analytics capabilities to clients spanning private, public, and non-profit sectors. Our associates around the world can offer support ranging from strategic advisory services (or “blueprints”), to the design and launch of investment vehicles, infrastructure development, and measurement services. This experience uniquely positions the SFO to bring a strategic and aspirational view to the table that is rooted in a deep understanding of market realities.
A proven track record in impact investing, enterprise development & entrepreneurship: We have completed over 75 projects around the world with players across the impact investing ecosystem, their practitioners work across an array of sectors, including housing, financial inclusion, water, and agriculture in developing , and developed markets alike, a track record that delivers a broad view on the market and deep insight into leading models and practices. Are these the same?
A global delivery platform and network: Active presence in over 150 countries around the world equips SFO to deploy the right practitioners quickly, disregarding what the markets of focus are. In addition, a global network of internal and external impact investing professionals allows member firms to cross-fertilize best practices and models across markets.
Integrated Support: From Blueprint to Scale
Developing dynamic impact investing strategies that account for the ground realities of the field while anticipating future growth is complicated, regardless of where one operates along the investment “value chain”. SFO has a role to play in this emerging space as a leading global professional services organization. Practitioners at SFO have global cross-sector expertise—and offer solution sets designed to help clients address their top of mind challenges and move from “blueprint to scale”.
Top of Mind Challenges
Move beyond an early-stage ecosystem
Establish and find “investor-ready” enterprises
Prepare for the future and manage performance and risk
Manage a “double or triple bottom line”
Adaptive Strategies: Strategic advisory for investors, social enterprises, intermediaries and field-builders
Innovative Models: Financing mechanisms and structures, including social impact bonds
Scaling Social Enterprises: Strategies to accelerate the growth of social and impact enterprises
Measuring Impact: Performance measurement, reporting and analytics support
Market Building: Strengthening the impact investing ecosystem, including “aligned action” services
Purposing Impact - What Impact Is Needed ?
Today, the global energy system is in the midst of a major transition to clean energy. The efforts of an ever-expanding number of countries and companies to reduce their greenhouse gas emissions to net zero call for the massive deployment of a wide range of clean energy technologies. As countries accelerate their efforts to reduce emissions, they also need to make sure their energy systems remain resilient and secure. SFO and its subsidiaries helps countries with the same.
Massive deployment of a wide range of clean energy technologies relies on critical minerals such as copper, lithium, nickel, cobalt and rare earth elements. In a scenario that meets the Paris Agreement goals, clean energy technologies’ share of total demand rises significantly over the next two decades to over 40% for copper and rare earth elements, 60- 70% for nickel and cobalt, and almost 90% for lithium. EVs and battery storage have already displaced consumer electronics to become the largest consumer of lithium and are set to take over from stainless steel as the largest end user of nickel by 2040. The shift to a clean energy system is set to drive a huge increase in the requirements for these minerals, meaning that the energy sector is emerging as a major force in mineral markets. SFO and its subsidiaries helps countries with the same.
A total investment in nature of USD 8.1 trillion is required between now and 2050 – while annual investment should reach USD 536 billion annually by 2050 – in order to successfully tackle the interlinked climate, biodiversity, and land degradation crises. Biodiversity loss is already costing the global economy 10 percent of its output each year. If we do not sufficiently finance nature-based solutions, we will impact the capacities of countries to make progress on other vital areas such as education, health and employment. If we do not save nature now, we will not be able to achieve sustainable development. SFO and its subsidiaries helps countries with the same.
The global food security challenge is straightforward: by 2050, the world must feed two billion more people, an increase of a quarter from today’s global population. The demand for food will be 56% greater than it was in 2010. The United Nations has set ending hunger, achieving food security and improved nutrition, and promoting sustainable agriculture as the second of its 17 Sustainable Development Goals (SDGs) for the year 2030. SFO and its subsidiaries helps countries with the same.
Water Security is the capacity of a population to safeguard sustainable access to adequate quantities of acceptable quality water for sustaining livelihoods, human well-being, and socio-economic development, for ensuring protection against water-borne pollution and water-related disasters, and for preserving ecosystems in a climate of peace and political stability. SFO and its subsidiaries helps countries with the same.
In the next decade, healthcare delivery systems will transform radically. Our current capital intensive, hospital-centric model is unsustainable and ineffective. The Future of Health and Healthcare leverages a data-enabled delivery system and virtual care, integrated across the continuum of care from precision prevention to personalized care delivery, with most health services offered in appropriate settings. SFO and its subsidiaries helps countries with the same.
The right to education has been recognized as a human right in a number of international conventions, including the International Covenant on Economic, Social and Cultural Rights which recognizes a right to free, compulsory primary education for all, an obligation to develop secondary education accessible to all, in particular by the progressive introduction of free secondary education, as well as an obligation to develop equitable access to higher education, ideally by the progressive introduction of free higher education. Education in the future will need to demonstrate how technology can be used to students' advantage, as well as teach future generations how to handle problems that arise from it. “Technology can change learning forever and we need to embrace it and manipulate it to our advantage. SFO and its subsidiaries helps countries with the same.
Transportation & Mobility Security
The coronavirus pandemic has put the future of transportation and mobility in the spotlight. With necessary social distancing practices changing the fundamentals of our daily routines and interactions, the mobility sector has stepped in with valuable solutions to help industries and populations safely navigate the challenging conditions posed by the outbreak. Now, with Governments around the world desperate to balance public health with the health of their economies, mobility once again has the answer. SFO and its subsidiaries helps countries with the same.
Living Spaces Security
In 2030, technology will enable our homes to be more intelligent so they can automatically look after us. Entire households will be fully integrated with tech to make our lives easier and safer. Some elements are available now, like Nest home thermometers or plugs that can be controlled by your Google Home or Alexa. But nothing brings all these devices together into one seamless automated experience, and that’s what I see changing by 2030. SFO and its subsidiaries helps countries with the same.
Digital Connectivity Security
What is the future of connectivity? There’s a dramatic acceleration currently under way. Network-connected device types are multiplying, bringing important implications for the ecosystem of wired and wireless technologies, products, and services—all providing a foundation for tomorrow’s digital economy. As the future of connectivity takes shape, organizations need to ask the right questions. Are you ready? SFO and its subsidiaries helps countries with the same.
Financial Products and Services Security
Decentralized Finance (DeFi) is likely to have a significant impact on how banks operate in the future – and even has the potential to shift the structure of the whole financial system at a macroeconomic level. SFO and its subsidiaries helps countries with the same.
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