Client types
How we create shared value
Four pillars, one discipline.
Climate Finance Advisors organizes its work in four pillars — sustainable investment consulting, sustainable finance, the Academy, and philanthropic strategy — serving institutional and philanthropic investors, charitable organizations, financial institutions and governments.
Institutional & philanthropic investors
Sustainable Investment Consulting
Delivery of traditional investment consulting, sustainable, and impact investing advisory for institutional and philanthropic investors.
Investment Consulting
- Investment Policy Statement development and review
- Asset allocation and portfolio design
- Manager due diligence, search and recommendations
- Ongoing portfolio oversight and performance monitoring
- Assessment of manager sustainability, impact, ethical and/or Indigenous alignment
- Outsourced CIO
Thematic Investing
- Net-zero investing
- Blue finance
- Social finance
- Indigenous finance
- Just transition finance
- Biodiversity & nature finance
- Ethical investing
Data & Disclosures
- Regulatory and disclosures gap analysis
- ESG & impact reporting advisory
- Carbon credit advisory
Sustainable Investing
- Sustainability integration by asset class
- Ethical and values-based investing frameworks
Impact Investing
- Defining impact approaches & criteria
- Defining asset allocation and impact alignment
- Developing and analyzing theories of change
- Sourcing of managers
Also servingFilles de la Sagesse Canada · Frères Franciscains du Canada
Sovereigns & financial institutions
Sustainable Finance
Sovereign-level advisory aligning the finance sector to national strategies, and bank-level advisory across corporate, capital markets, and asset management to develop and operationalize sustainable finance roadmaps.
Organizational Design
- Green digital banking
- Sustainable finance advisory
- Sustainable finance commitments
- Reporting (voluntary & regulatory)
- Governance processes and structuring
- Taxonomy drafting
Product Design
- Green retail products (deposits, credit cards, lending)
- Sustainable finance product structuring & review
- Green, social, sustainability, transition finance framework ('GSST')
- Sustainability Linked Loans and Bonds
- Sustainability-Linked Derivatives
- Structured product
- Second party opinions
- Thematic structuring (blue finance, gender finance, transition, others)
Confidential Canadian bank
Boards, investment committees & executives
Academy
Education and capacity building across the public and private sectors on a variety of sustainable finance themes — from graduate-level education on sustainable investing and thematic finance to tailored capacity-building for boards, investment committees, senior executives, and investment teams.
Discover CF Academy · Living Lab
Capacity Building
- Public sector: governments, ministries, regulators, agencies, and multilateral development banks
- Financial institutions: board-level, executive-level and mid-manager education
- Universities: curriculum design & delivery
Thought Leadership
- White papers and ghost writing
- Panel participation
- Keynote speech delivery
Philanthropic foundations
Philanthropic Strategy
Advisory to foundations and charitable organizations on philanthropic strategy, development, governance and strategic planning, aligning grantmaking, fundraising and endowment around a single mission.
Philanthropic Strategy & Development
- Alignment of mission, organizational priorities and philanthropy
- Mission positioning and organizational visibility
- Growth strategies and revenue diversification
- Major campaigns and fundraising development
- Donor engagement, stewardship and recognition
Governance & Strategic Planning
- Strategic plans and action plans
- Philanthropic governance and accountability
- Policies, procedures and governance frameworks
Technology Enabled Insights
Four institutional voices.
« There is a clear opportunity for this kind of work which brings experience, institutional caliber finance and deep sustainability knowledge. »
« Having a firm that has worked in finance at a senior level for such a long time enables more effective and practical advisory. »
« We express our gratitude to you and your entire team for this rigorous scientific work, which further strengthens our ethical commitment. »
« This is by far the most robust Investment Policy Statement integrated for Indigenous worldviews I have seen. »