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White Stag Consultancy

White Stag Investing supports financial institutions, investors and NGOs in their investment and market research as well as in adapting their strategies to the new challenges of climate change, biodiversity crisis and water scarcity.


White Stag Investing thrives in bespoke projects such as the creation of a new fund product, the development of a new investment process or the investment and market research of a new opportunity. Key skills are:


  • Investment Analysis and Due Diligence

  • Landscape Analysis, Macro or Market Research

  • Investment Strategy and Portfolio Construction

  • Stewardship, Engagement and ESG Integration Methodologies

  • Financial Innovation and Economic Policy Design

  • Data Assessment, Analysis, Monitoring and Visualisation

  • Storytelling, Investment Narrative and Content Strategy


You can further find examples of past projects below. Make sure to get in touch to discuss your new ideas or projects.

Water Stewardship Methodology

For a large Private Bank with more than CHF 600 billion in Assets Under Management (AuM), I’ve designed a water stewardship methodology to integrate water and climate risks into the investment strategy of the bank and steer its entire balance sheet onto a water-secure transition path.


This consisted first in analysing which sectors and investments were the most at risk from various water challenges such as groundwater depletion, droughts, floods, sea-level rise, change in rain-fall patterns, water pollution and other regulatory and reputation risks. It then pushed companies to undergo a water / climate risk assessment to determine their actual level of risk. Based on these assessments, vulnerable companies would have Key Performance Indicators (KPIs) to be set for improvement.


An engagement strategy was presented on how the bank could support its businesses to manage their water risks by reducing water inefficiencies, investing in water recycling or resilient infrastructures and on taking water-positive actions for their communities. An escalation strategy was also further designed for companies that showed an unwillingness to cooperate, a failure to take responsibility or to meet the required KPIs to remediate their situation. Several steps of escalation were designed to maximise value creation before a potential final divestment.


The bank recognise the great value of this methodology and has decided to implement it across its board.

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