Impact Finance
Investing with purpose beyond financial returns
Aligning capital with values.
Progressive Finance offering
Impact Investing Strategy Development - We assist clients in designing and executing bespoke impact investing strategies that aim to generate measurable social and environmental benefits alongside financial returns. This includes identifying high-impact sectors, transaction management (source, structure, finance, monitor, reimburse), setting clear objectives, and implementing frameworks that integrate impact measurement and management, ensuring that investments align with the client’s mission while achieving sustainable outcomes.
SDG-Aligned Investment Advisory - Our SDG-aligned investment services help clients focus on investments that directly contribute to achieving the United Nations Sustainable Development Goals (SDGs). We guide institutional, public, and private investors in selecting assets and funds that address specific SDGs, developing portfolios that balance risk, return, and positive global impact across key sectors like climate action, healthcare, and poverty alleviation.
ESG Integration & Risk Management - We support clients in integrating Environmental, Social, and Governance (ESG) factors into their investment processes. Our team provides tailored advice on managing ESG risks and opportunities, helping investors align their portfolios with best practices in sustainability, regulatory requirements, and stakeholder expectations. This includes ESG due diligence, screening, and portfolio optimisation to enhance long-term value.
Monetary Innovations - We'll assist you in your digital asset strategy, digital currencies and tokenisation. We'll support your financial leverage with blended finance approaches. Moreover, we'll help you define and adopt new vehicles such as corporate or sovereign bonds, sovereign wealth fund strategies and optimise capital market utility from an impact lense.
Private Market Impact Investments - We specialise in advising clients on private market investments, including private equity, venture capital, and debt, with a focus on generating positive social and environmental impact. Our services help investors navigate the complexities of impact-focused private investments, from sourcing high-potential deals to conducting thorough impact assessments and structuring investments that maximise both financial returns and societal benefits. *Addwaize is not a financial advisor*.
ESG Reporting & Disclosure - We assist clients in developing robust ESG reporting frameworks that meet international standards and regulatory requirements. Our advisory ensures transparent and comprehensive disclosure of ESG metrics, enabling clients to effectively communicate their sustainability efforts to stakeholders. This includes creating sustainability reports, aligning with frameworks like GRI, SASB, and TCFD, and improving overall ESG performance.
Sustainable Finance Policy & Regulatory Guidance - We provide strategic advice on navigating the evolving landscape of sustainable finance policies and regulations. This includes advising institutional and public sector clients on compliance with global standards such as the EU Taxonomy and the Paris Agreement, as well as helping them leverage sustainable finance instruments like green bonds, sustainability-linked loans, and climate transition finance to meet both regulatory and strategic objectives.
Representation, Communications & Interest Advancement - We'll provide agency for impact-driven stakeholder management, narrative structuring and agenda steering. We'll simplify complexities, represent duly and cater to various audiences and enablers, while strengthening back to front office capabilities.