A track record of impact and value creation

Client Background: Global investment manager seeking to develop climate and energy transition strategies across asset classes.

Challenge: Identify high-potential low-carbon transition investments without compromising returns.

Solution: Developed a comprehensive strategy encompassing:

• Definition of a global low-carbon investment opportunity set in venture/growth, private markets, infrastructure, public markets

• Creation of investment playbooks to guide decision-making.

• Recommendations for organizational structure changes to optimize implementation and expertise.

Results:

• Firm adopted the new strategy and established a dedicated team for implementation.

• Investment professionals across asset classes are actively incorporating ESG analysis into their investment strategies.

Client background: Global bank seeking to reduce its carbon footprint and align its business strategy with the low-carbon transition.

Challenge: Transition loan book and operations away from carbon-intensive sectors while maintaining profitability and sustainability leadership.

Solution:

• Conducted a strategic review to identify high-impact areas for decarbonization.

• Developed a phased implementation plan balancing emissions reduction with business continuity.

Results:

• Bank is on track to align with the Paris Agreement's reduction targets.

• Building a portfolio of low-carbon assets and ventures to drive future growth.

• Maintained reputation as a corporate sustainability leader.

Client background: Metals and mining group within a large mutual fund.

Challenge: Develop a data-driven approach to track asset-level emissions across the sector for decarbonization-focused investment strategies.

Solution:

• Developed an analytical solution integrating asset-level emissions data with corporate-level reporting for comprehensive analysis.

• Created a web-based interface to enable data visualization and analysis.

Results:

• Delivered a working prototype within 90 days.

• Empowered the client with granular emissions data to inform investment decisions.

Client background: An emerging climate tech startup developing a reporting platform for businesses and financial institutions.

Challenge: The startup struggled to ensure product-market fit, refine its business model for scalability, and succeed in a competitive market.

Solution: Advised on product design and market alignment to maximize their contribution within the energy transition. This included refining their product development roadmap and enhancing focus on core customer needs.

Results:

• Accelerated time-to-market by focusing on critical features for launch.

• Increased value proposition through alignment with key client priorities.

“John's insights were hugely impactful. He helped us reorient our priorities, focusing on features that matter most to our clients. He is both strategic and a pleasure to work with." — Head of Product

Client background: Global alternative asset manager launching a green investment fund.

Challenge: Balance rigorous ESG compliance and regulatory requirements with the fast-paced needs of the investment team.

Solution: Developed a framework and technology platform for streamlined screening, ranking, and monitoring of investments based on ESG criteria.

Results:

• Client used platform to raise one of the largest green funds to date.

• System in use to monitor 1,000+ private market investments, ensuring alignment with ESG goals.