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What We Do

Sinclair & Company offers sustainable investment expertise to professionals in investment, and the business of investment. As architects of sustainable & responsible investment, we offer external perspective to internal development, benchmarking against best practice, and new ways of thinking about the challenges. We stimulate your best new developments with our original thinking on how to make sustainabke investment and integration of ESG factors happen.

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. Perhaps most importantly we offer an unbiased, independent viewpoint, helping your firm to benchmark against global best practice in developed countries, emerging markets and frontier markets. Our role is to help investors decide what and how they may build their investment approach for a world with resource constraints and no externalities, where all risks and opportunities are being re-priced.

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

Stock Exchanges

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 ongoing strategic advisory on scenario planning tp short-term high quality project management for immediate delivery. Each client and each situation is unique. Our solutions are tailor-made solely new for each engagement based on our cutting edge knowledge and best practice experience. We actively seek clients who have intellectually challenging investment architecture questions that require high quality work. We are by a domain experts who look forward to doing good work that matters in moving sustainable investment forward.

Client case stories demonstrating our work since 2006 on three continents are:

Management + Manufacturing + Marketing Research, analyzed and developed investment architecture for multi-asset class ESG offering by major African investor in 2009/10

Manufacturing Synthesize PRI, asset owner, asset manager and academic inquiries into best practice ESG integration in 2009

Management Conceptualized and facilitated multi-country, multi-stakeholder engagement for European-based international organization in 2009

Management + Marketing Developed proposition for AfricaSIF project to advance sustainable investment across public, philanthropy and private capital in Africa in 2010

Manufacturing + Marketing Mapping landscape of investment regulation in Africa and integration of ESG factors in 2009 for S.African-based industry organization

Manufacturing + Marketing Mapping landscape of private equity and liquid equity in Africa and integration of ESG factors in 2009/10 for US-based international organization

Management + Manufacturing Developing rating and ranking methodology as well as index architecture for global sector coverage in 2009/10 by European-based international organization

Management + Manufacturing Asset management to integrating ESG factors approach across equity, fixed income, property and alternatives asset classes for US-based major investment firm global from 2006-2008

Manufacturing + Marketing Mapping input and marketing message for long/short ESG hedge fund based in U.S.in 2006

Marketing Marketing plan for sustainable finance NGO in Switzerland in 2008

Marketing Developing educational materials for practitioner case story of ESG integration in U.S. in 2008

Marketing Pension Fund four-day trustee training on responsible investment in 2007

Manufacturing + Marketing Workshops on PRI and networking in emerging markets for ESG integration in Africa in 2007/8

Manufacturing Workshopping equity valuation and sustainability gap analysis in Europe and S.Africa for international organization based in Switzerland in 2008

Management + Manufacturing Developing investment case and investment vehicle ideas for an international organization based in Switzerland in 2008/9