Sustainable
Finance

We are committed to shaping a sustainable future: ahead of the market on ESG and Sustainable Finance strategies

Indefi has pioneered ESG and Sustainable Finance consulting to asset managers and investors as early as 2011. Our first ESG due diligence was completed that year, followed by the first ESG vendor due diligence in 2013 and the first analysis of exposure to climate risk and the impact on UN Sustainable Development Goals (SDGs) in 2017. We were among the first strategy consulting firms to join the UN Principles for Responsible Investment (UNPRI) in 2016.

ESG and sustainability are integrated into all our business practices, and we have a strong track record in combined strategy and ESG consulting services.

Convictions

Our Convictions

We firmly believe that financial investors have the power and responsibility to drive meaningful change and support the journey towards sustainability: that is why we have always been at the forefront of the sustainability trends that shape the success of our clients. Through strategic thinking, we help asset managers and owners develop and maintain sustainable investment strategies at portfolio and company level.

What we Bring

What we Bring to our Clients

Our approach to sustainability is comprehensive and covers investment strategies, data and reporting, and regulatory compliance. To this end, we assist our clients in defining and implementing sustainable investment strategies:

Avoiding vulnerable assets by steering clear of business models that are ill-suited for the sustainable transition and prone to obsolescence

Engaging with companies and funds to accelerate their shift from “brown to green” business models, fostering sustainability at the core of their operations

Investing in impactful companies and funds that provide solutions aligned with the sustainable transition

Our capabilities

We believe that sustainability is not a one-size-fits-all approach. We rely on a set of proven methodologies to deliver tailor-made solutions:
Responsible investment strategy

Development of ESG, climate, biodiversity and/or impact strategies

Design of new sustainable investment products

Strategic reviews of sustainability practices

Benchmarks and client interviews

Portfolio analysis and reporting

New assessment methodologies: climate, impact, biodiversity, etc.

Annual reporting and PRI (Principles for Responsible Investment)

Portfolio and private company assessment

ESG process implementation

Tailored strategic support on the latest sustainable finance regulations at European and French level (SFDR, Taxonomy, CSRD, LEC 29, MiFID, etc.)

Corporate sustainability analysis

Sustainability due diligence (buy-side and sell-side)

Sustainability strategy and practice review

We believe in building sustainable finance through a strategic lens, avoiding generic approaches, and focusing on meaningful outcomes.

Our Expertise

We are dedicated to offering extensive experience across various themes and sectors, including:

  • Impact investing and sustainable assets
  • Compliance with European regulations: EU Taxonomy, Sustainable Finance Disclosure Regulation (SFDR), French Article 29, Corporate Sustainability Reporting Directive (CSRD), Corporate Sustainability Due Diligence Directive (CSDD), etc.
  • Climate change: physical and transition risks, climate scenarios, carbon footprint, CO2 trajectory, Science Based Targets (SBTi), etc.
  • Biodiversity and ecosystem: dependencies and impacts
  • Circular economy
  • Human resources, diversity, equity & inclusion (DE&I)
  • Responsible supply chain
  • Cybersecurity and data protection
  • Governance and ethics
  • Agri-food & Packaging
  • Asset management & Financial institutions
  • Construction
  • Education
  • Healthcare
  • Infrastructure
  • Technology & Digital
  • Tourism
  • Transport & Logistics

With our unique combination of strategy and sustainable finance consulting expertise spanning different sectors, we are the ideal partner for investors seeking strategic guidance on sustainability.

Our Team

The Sustainable Finance team is dedicated to helping clients navigate the challenges of sustainable and responsible investment practices, offering comprehensive strategies, analyses, and sustainability knowledge to make informed decisions and drive positive change. Our team of experts combines knowledge, creativity and innovation to design practical, impactful and sustainable strategies and initiatives.
Careers

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.

Deals & News

Deals & News

14 February 2024
Indefi concluded the strategic and ESG due diligence of Imdev on behalf of CAPZA and Bpifrance Investissement
31 January 2024
First edition of Sustainability Talks by Indefi and Amala Partners with Françoise Raoul-Duval, CEO of DIAM Group
23 January 2024
Indefi on stage at IPEM Cannes 2024: LPs and GPs workshops, Portfolio Transformation Summit, Venture Party and Healthcare Summit
14 February 2024
Indefi concluded the strategic and ESG due diligence of Imdev on behalf of CAPZA and Bpifrance Investissement
31 January 2024
First edition of Sustainability Talks by Indefi and Amala Partners with Françoise Raoul-Duval, CEO of DIAM Group

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