Managing Your Carbon

Working With You

Our aim in managing your carbon profile is to bring you some of the best managers in industry. We have full flexibility to look externally for talented carbon professionals, and using a structured due diligence policy to select those we consider having a robust process with strong track records and consistent performance. We also continually evaluate asset managers, markets and products to help ensure your portfolio delivers the consistently strong results you expect.

We believe so strongly in the importance of managing our clients' affairs with discipline that we have developed five main investment principles that anchor the way we interact with clients. Please click on the respective boxes to see the principles:

Principle 1

Develop a through understanding of, and appreciation for, each clients unique circumstances and objectives.

Principle 2

Maintain a strategic, long-term approach that is always focused upon clients’ needs rather than individual transactions.

Principle 3

Recommend innovative solutions that are based upon an objective assessment of each client’s goals.

Principle 4

Maintain a broad open architecture which gives clients access to the best carbon tools, and talent in the world.

Principle 5

Continue to evaluate markets, products, and asset managers so as to ensure that our recommended solutions deliver the results that our clients expect.

Investments

Carbon Financial Instruments & Carbon Alternatives 

We offer a range of liquidity products that are secure, flexible and offered at competitive rates.

Structured Products 

These innovative investment products give you exposure to currency, interest rates, bond, commodity, carbon, offsets, project and related risks.

Offsets  

Our broad range of offsets is designed to meet the needs of clients with varying risk tolerance and reward objectives.

Client-Directed Portfolios

You can construct your own portfolio from a hand-picked group of some of the world's most well-known carbon purchasers and developers.

Signature Portfolios 

Professionals are appointed on your behalf to manage the carbon mitigation allocation and investment selection of these investment portfolios.

Signature Securities Portfolios

Our premier investment product features portfolios managed by carbon asset managers chosen from among the best in the business.

Alternative Investments 

Diversify your traditional portfolio with a range of alternative investments designed for people with different risk and reward requirements.

Other Services

Insurance

Insurance can be useful in a variety of situations, including ensuring continuity in your business and providing liquidity at a critical moment.

Credit Facilities

We work with you on secured loans for your short-term liquidity needs so you don’t have to disrupt your long-term investments.

Philanthropy

With wealth comes responsibility. We would like to partner with you in your philanthropic efforts.