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.
Investment Products Development
For an investment bank, I have supported its research to develop new nature-based investments:
I developed impact investment cases for 50+ global listed equities for a nature-based thematic fund. I have further created an impact monitoring framework as well as a materiality heatmap to screen opportunities within the theme.
I have also delivered an index methodology for another nature-based thematic fund. I made a review of the various data providers / tools, their strengths and weaknesses and how they could contribute to the construction of the portfolio. I have further wrote the investment thesis of the fund, its theory of change, designed its rule-based strategy and drafted its documentation.
I have also developed an impact monitoring framework across various sustainable themes for a nature-based blended-finance fund. I have created countries summary factsheets for selecting investments with the highest impact.
I finally wrote a report on the private equity space of sustainable seafood and wild-fisheries. I reviewed the funds landscape, the depth of the opportunity and the potential for impact.