LOTUC works with professional investors and asset owners in three main ways:
Sustainability assessment and education
Growing societal awareness within finance and the digital revolution has enabled a plethora of new socially responsible and impact investment opportunities. This development is welcome, however the landscape is often confused by industry jargon and varying standards of delivery.
LOTUC seeks to understand each investor’s societal priorities and interests, wherever they fit on the sustainability spectrum.
We conduct an audit of assets and operations to grade sustainability credentials and consider in context of the broader investment objectives. We then advise around corrective actions and source aligned impact opportunities as befits your investment strategy.
Many investors and industry professionals alike are new to the sustainability agenda. LOTUC regularly helps firms educate their own clients and also provides formal training to staff designed around their particular develop needs.
Manager selection, ongoing monitoring and oversight
Whether working within an existing operating model or helping to define strategic objectives from first principles, LOTUC evaluates opportunities across traditional and alternative asset classes.
Finding aligned solutions need not be arduous where a thoughtful approach is used to consider the motivations and techniques used to pursue sustainable outcomes. We evaluate the philosophy, processes and personalities involved to identify potential providers that best fit each client’s objectives and risk tolerances. Quantitative assessment of macro-economic factors and style biases form a necessary part of our process, alongside operational and cost factors.
LOTUC will deliver performance reporting across aggregated investment portfolios to monitor both financial and sustainable objectives.
Markets and circumstances change. It is therefore important to monitor that outcomes are as expected and the initial approach remains valid.
Private placement and introductory services
Many new technologies and business models are emerging to address pressing environmental and social issues and in turn create growing markets. Companies with proven commercial success frequently seek expansion capital as they bring further innovation to new geographies. Similarly supervisory regulations and offset mechanisms are driving corporate change and willingness to invest in such technologies, meaning tangible societal impact can be achieved through providing capital to venture and early-stage growth opportunities.
LOTUC draws from its wide network of international affiliates to source and select private market opportunities, including both collective managed funds as well as direct investments, to present to professional investors in pursuit of their sustainable investment goals.