SUSTAINABILITY
ADVISORY
Sustainability advisory is at the heart of our strategy consulting value proposition for financial investors
Indefi was a pioneer in integrating ESG and sustainability advisory in its strategy consulting practice to asset managers, GPs and investors.
Milestones include:
- 2011: First ESG due diligence completed on behalf of a PE GP
- 2013: Inaugural ESG vendor due diligence
- 2016: Indefi joins UN Principles for Responsible Investment (UNPRI)
- 2017: Analysis of exposure to climate risk and impact on UN Sustainable Development Goals (SDGs) in 2017
- 2019: Pan-European review of institutional expectations in terms of ESG/ sustainability
- 2022: Support iCI in development of a guidance document A Case for Net Zero in Private Equity.
- 2024: Dedicated initiative for M&A to integrate sustainability into value creation strategies (with France Invest)
Our Convictions
Sustainable investing is a key condition for long term competitiveness for financial investors and managers of third-party assets, both in terms of investment performance and fundraising potential.
ESG and sustainability dimensions are systematically integrated into our business practices and seamlessly into our project delivery work –whenever relevant.
What we Bring to our Clients
We support our clients throughout the investment cycle, from fundraising to exit:
In-depth understanding of LP expectations driving fundraising differentiation via compelling sustainability integration and thematic investment strategies
Support to the implementation of compelling sustainable investment practices, incl. steering clear of stranded assets/ business models, focusing on transition solution providers, engaging with portfolio companies and fund managers to drive impact (e.g. “brown-to-green” strategies)
Review assets and portfolio companies to best position them toward optimal exit
Our Convictions
Our Convictions
Sustainable investing is a key condition for long term competitiveness for financial investors and managers of third-party assets, both in terms of investment performance and fundraising potential.
ESG and sustainability dimensions are systematically integrated into our business practices and seamlessly into our project delivery work –whenever relevant.
What we bring to our clients
What we Bring to our Clients
We support our clients throughout the investment cycle, from fundraising to exit:
In-depth understanding of LP expectations driving fundraising differentiation via compelling sustainability integration and thematic investment strategies
Support to the implementation of compelling sustainable investment practices, incl. steering clear of stranded assets/ business models, focusing on transition solution providers, engaging with portfolio companies and fund managers to drive impact (e.g. “brown-to-green” strategies)
Review assets and portfolio companies to best position them toward optimal exit
Our capabilities
Development of sustainability investment strategies (impact, ESG, climate, biodiversity)
ESG process implementation
Design of new sustainable investment products
Tailored portfolio analysis (listed and private asset classes): ESG, climate, biodiversity, tailored impact methodologies, etc.
Benchmarking: alignment with best practices and client/ LP expectations
Strategic support on the latest sustainable finance regulations at European and French level (SFDR, Taxonomy, LEC 29, MiFID, etc.)
Strategic due diligence for sustainable or impacting assets
Sustainability strategy review and support
ESG and sustainable value due diligence (buy-side and sell-side)
Sustainability equity stories
Sustainability exit readiness
Indefi has over 20 partnerships with sustainability-focused SaaS platforms that support the validation and execution of projects.
Our Expertise
We are dedicated to offering extensive experience across various themes and sectors, including:
Themes
- Impact investing, sustainable assets and ESG strategy
- Sustainability and value creation (ePnL…)
- Climate change strategy
- Biodiversity and and nature
- Circular economy
- Human resources, diversity, equity & inclusion
- Responsible supply chain
- Cybersecurity and data protection
- Governance and ethics
Sectors
- Aerospace, defence & strategic autonomy
- Agri-food & packaging
- Asset & wealth management
- B2B services
- Construction, infrastructure and energy
- Financial institutions
- Healthcare & education
- Technology & digital
- Tourism
We provide strategic guidance to asset owners, asset managers and portfolio companies to support the implementation of their sustainability strategy and practices.
Our Team
Our Sustainability Advisory team supports clients in navigating the opportunities of sustainable investing, with a focus on business-driven and measurable impact. Indefi has supported over 500 companies in integrating sustainability as a lever for long-term value creation. In addition, Indefi Sustainability has built a strong ecosystem of partnerships with leading sustainability SaaS providers.
Joining Us
Come explore opportunities to work at Indefi.
We want bright and entrepreneurial individuals, with a global outlook, ready to challenge themselves and operate outside of their comfort zone. Our Group culture is characterized by a relentless quest for perfection in everything we do. We follow an apprenticeship model where junior team members work closely with senior partners to grow their professional skillset, visibility and personal brand value.
