Navigating an impact journey with Aii
What do you need to get started with or clear the roadblocks in your impact journey? Do you have clients looking to integrate impact strategies into their portfolios?
We’ve designed a suite of services to help clients at any stage of their impact journey. Our services are modular and customisable, allowing you to choose where to start and what services you need.
If you are at the beginning of your impact journey, we can help your clients, family, team or key stakeholders understand key concepts in impact investing, and work through your values, objectives and strategic priorities.
Analyse: Portfolio Impact Analysis
A Portfolio Impact Analysis is a baseline assessment of your existing portfolio – we analyse every fund and every underlying holding against a broad suite of negative and positive screens, to give you the clearest picture of the impact of your portfolio.
Assess: Values-Alignment Workshop
We sit down with your client, family, team and key stakeholders to discuss your values, the results of the Portfolio Impact Analysis, and your Investment Policy Statement. We discuss your impact goals and financial objectives, to work out how to meld the two.
Maximise: Impact Strategy
Informed by the portfolio impact analysis and values alignment workshop, we can help develop an impact strategy that meets your needs.
For some, this may involve a total impact strategy that embeds consideration of impact in every investment decision across all asset classes, while for others it may be a private market allocation to impact.
Detailed Investment Pipeline
Our investment pipeline curates opportunities across public and private markets, allowing you to focus time and attention on the highest quality deals in the market that meets your impact goals and financial objectives. We review up to 120 private market and 150 public market investment opportunities annually spanning various geographies, impact themes and asset classes – there’s very little we don’t see!
Institutional quality due diligence
For the opportunities that pass our initial screening, we complete comprehensive impact and financial analysis, research and investigation. We speak to experts, analyse key trends and make sure the impact and financial theses are up to scratch.
We can also undertake diligence on investment opportunities that fall outside our curated pipeline but are important to you.
Best-in-class investment recommendations
Our impact investment advisory reports detail all the information you need to make an informed investment decision. We also arrange presentations with fund managers for your team or stakeholders.
We actively track and report on the financial and impact performance of the investment recommendations we make, including regular interaction with founders and fund managers.