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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.

See also  THINKING BEHIND OUR PROCESS and  INVESTMENT ARCHITECTURE

Our Clients  Minimize

  • 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  Minimize

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

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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
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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
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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

 

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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  Minimize

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:

arrow arrow arrow Management + Manufacturing + Marketing arrow Research, analyzed and developed investment architecture for multi-asset class ESG offering by major African investor in 2009/10
arrow arrow arrow Manufacturing arrow Synthesize PRI, asset owner, asset manager and academic inquiries into best practice ESG integration in 2009
arrow arrow arrow Management arrow Conceptualized and facilitated multi-country, multi-stakeholder engagement for European-based international organization in 2009
arrow arrow arrow Management + Marketing arrow Developed proposition for AfricaSIF project to advance sustainable investment across public, philanthropy and private capital in Africa in 2010
arrow arrow arrow Manufacturing + Marketing arrow Mapping landscape of investment regulation in Africa and integration of ESG factors in 2009 for S.African-based industry organization
arrow arrow arrow Manufacturing + Marketing arrow Mapping landscape of private equity and liquid equity in Africa and integration of ESG factors in 2009/10 for US-based international organization
arrow arrow arrow Management + Manufacturing arrow Developing rating and ranking methodology as well as index architecture for global sector coverage in 2009/10 by European-based international organization
arrow arrow arrow Management + Manufacturing arrow 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
arrow arrow arrow Manufacturing + Marketing arrow Mapping input and marketing message for long/short ESG hedge fund based in U.S.in 2006
arrow arrow arrow Marketing arrow Marketing plan for sustainable finance NGO in Switzerland in 2008
arrow arrow arrow Marketing arrow Developing educational materials for practitioner case story of ESG integration in U.S. in 2008
arrow arrow arrow Marketing arrow Pension Fund four-day trustee training on responsible investment in 2007
arrow arrow arrow Manufacturing + Marketing arrow Workshops on PRI and networking in emerging markets for ESG integration in Africa in 2007/8
arrow arrow arrow Manufacturing arrow Workshopping equity valuation and sustainability gap analysis in Europe and S.Africa for international organization based in Switzerland in 2008
arrow arrow arrow Management + Manufacturing arrow Developing investment case and investment vehicle ideas for an international organization based in Switzerland in 2008/9

See also  HOW WE DO IT

 


"I have met Graham in its role as project director for the PRI. Graham is focused on his objectives and extremely professional. I look forward to work with him again." Geneva-based director of global fund-of-funds hedge fund.

"Graham is one of those people whom you will rarely meet in life. He is someone who you will almost immediately admire for his obvious love for, and knowledge of, his subject area." Presidential Management Fellow at the US Department of State, Global Partnership Center.

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