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What We Do

Sinclair & Company offers sustainability+investmentSM expertise to professionals in investment, and the business of investment. As architects of sustainability themed investment, we offer external perspective to internal development, benchmarking against best practice, and new ways of thinking about the challenges inherent in this space. We stimulate your best thinking and expertise, developing whitepapers on potential financing and investment ideas incorporating sustainability themes.

Sinclair & Company offers both individual project-based consulting, as well as on-going advisory services. We reduce complexities to clear trade-offs for integrating environmental, social and corporate governance [ESG] factors into investment management, models and messaging. We professionalize new investment approaches and interpret mainstream investment approaches to the evolving field of sustainability in investment strategies. Perhaps most importantly we offer an unbiased, independent view of players in the sustainability+investmentSM market, helping your firm to benchmark against global best practice in developed and developing countries, both mature and frontier capital markets.

Our role is to help investors decide what and how they may build in the sustainability theme to their investment approach. We aim to integrate ESG in a handful of strategic investment decisions to make a material impact on investment as usual.

Our Clients

Pension funds

Institutional investors

Insurance companies

Family offices

High net worth advisors

Investment consultants

Hedge funds

Investment Banks

Ratings agencies

International Organizations

Foundations

Endowments

Assignments and Engagements

Sinclair & Company assignments are always unique based upon the needs of our clients. We group them into three areas of investment practice:

Management
The footprint of the organization and it wins or loses in the sustainability meta-trend.

Management assignments include:

Sustainability investor selection

Benchmarking best practice

Sustainability strategy

ESG vendor selection

Project management

Investment policy

External review

Manufacturing
How sustainability impacts the technical management of money or money decisions.

Manufacturing assignments include:

Investment platform development

Investment security modeling

ESG investment architecture

Fundamental ESG analysis

Education and training

ESG vendor selection

Process re-design

Marketing
How you connect your offerings and message to people.

Marketing assignments include:

Product research and development

Messaging to market segments

Market and research analysis

ESG index development

New product designs

Client conferences

Brand strategy

Investors are increasingly recognizing that environmental, social and governance [ESG] issues are relevant and material, and need to be integrated into investment decision-making and ownership practices. There is also increasing demand from clients, stakeholders and beneficiaries for investors to address these issues in an appropriate and responsible manner.

We are not a traditional investment consultant. In fact, we offer investors an assessment on which investment consultant firms to consider hiring. But we will be a niche player for select, complex projects needing sustainability+investmentSM expertise capable of embedding into investment practice on either the buy or sell-side. We adopt a theme perspective, with regional coverage explicitly also covering emerging and frontier markets. Our offering includes consulting on how to choose amongst the many worthy international and regional initiatives like ICGN, EITI, PRI, CDP, EAI, IIGCC, INCR, and others.

Portfolio of Work

Our work ranges from major multi-year investment product architectural re-builds to short-term high quality project management for immediate delivery to ongoing strategic advisory on scenario planning. Each situation is unique, only the skill-set we bring and the years of experience, remains constant. Our solutions are tailor-made solely for each engagement. We actively seek clients who have intellectually challenging or practically difficult investment architecture questions that require high quality work by a domain expert. We look forward to doing major or minor work that matters in moving organizations and investment more effective in the SM space.

Going forward, and only as our clients feel comfortable with us sharing their stories, we will offer seven recent case stories demonstrating our work, including:

Management + Manufacturing Major investment firm global asset management approach to integrating ESG factors

Manufacturing + Marketing Mapping input and marketing message for long/short ESG hedge fund in U.S.

Marketing Marketing plan for sustainable finance NGO in Switzerland

Marketing Developing educational materials for practitioner case story of ESG integration in U.S.

Marketing Pension Fund four-day trustee training on responsible investment

Manufacturing + Marketing Workshop on PRI and networking in emerging markets for ESG integration in Africa

Manufacturing Workshopping equity valuation and sustainability gap analysis in Europe

Management + Manufacturing Developing investment case and investment vehicle ideas for an international organization