SUSTAINABLE FINANCE

OUR VALUE PROPOSITION

At Neofin, we support companies and financial institutions to integrate ESG principles, accelerate sustainability impact and manage climate risks through 4 strategic pillars.

Sustainable
Investment

 
  • Sustainability objectives aligned with business strategy & stakeholder expectations.
  • ESG/Net Zero strategy definition & actionable implementation roadmap.
  • Compliance with regulations & industry standards.

Sustainability Value Creation

  • ESG-driven growth opportunities.
  • Strategic business plans & performance KPIs.
  • ESG due diligence & pre-investment screening tools.
  • Decarbonization strategies & green financing solutions.

Climate Risk Management

  • Physical & transition climate-related risk measurement.
  • Financial impacts assessment on revenue, asset valuation & strategic decision-making.

Transparency & Compliance

  • ESG reporting aligned with investor expectations.
  • Compliance with regulatory frameworks & industry standards.


CLIENT TESTIMONIALS

“Neofin […] offer a unique and robust combination of methodologies and technical expertise in climate change and ESG topics. Their multi-disciplinary team of advisors understood well our specific requirements since Klima is a fund investing in climate change technologies. They are providing us with effective and complete solutions, and they have proven themselves to be agile, efficient and mindful of the context when interacting with our portfolio companies.”

Bastien Gambini
Managing Partner, Alantra Energy Transition

CASE STUDIES

CASE STUDY 1

Project Duration: Ongoing 

Objective

Support Article 9 funds by embedding sustainability at every step of the investment process: from pre-investment to exit/divestment, in order to meet SFDR (Sustainable Finance Disclosure Regulation) requirements and drive positive ESG impact. 

Solution Implementation

  1. Fund Set-Up
    • Established a regulatory framework to align with SFDR Article 9 requirements
    • Ensured governance structures and policies supported sustainable objectives.
  2. Investment Selection
    • Conducted rigorous investment screening to identify sustainable opportunities.
    • Performed due diligence to assess ESG risks and impacts.
  3. Sustainability Integration
    • Implemented ongoing monitoring and reporting framework.
    • Engaged with portfolio companies to drive ESG improvements. 
    • Incorporated remuneration structures linked to sustainability performance.
    • Planned and executed exit strategies aligned with sustainability goals.
Impact
  • Regulatory Compliance: Met Article 9 disclosure obligations and enhanced investor confidence.
  • Regulatory and Stakeholder Alignment: Improved the sustainability profile of the fund’s investments.
  • Long-Term Resilience: Fostered responsible investment practices from inception to exit, ensuring alignment with both regulatory and stakeholder expectations.

CASE STUDY 2

Project Duration: Ongoing 

Objective

Help banks design robust climate strategies by deploying a structured framework that identifies and measures climate-related risks, aligns portfolios with decarbonization pathways, and sets clear emissions reduction targets.

Solution Implementation

  1. Define Assets in Scope
    • Identified the range of assets and portfolios subject to climate risk assessment.
    • Established baseline data for further analysis.
  2. Measure Asset Emissions
    • Calculated carbon footprints for relevant assets.
    • Developed tools to track and report emissions over time.
  3. Select Relevant Decarbonization Scenario
    • Chose appropriate climate scenarios (e.g., Net Zero by 2050) to guide target setting.
    • Assessed potential impacts on asset valuation and bank operations.
  4. Measure Portfolio Alignment
    • Evaluated current portfolio alignment with chosen climate scenarios.
    • Identified high-emission areas and potential transition risks.
  5. Set Emissions Reduction Targets & Strategy
    • Established science-based targets for emissions reduction.
    • Created action plans and timelines to meet interim and long-term objectives.

Impact

  • Robust Climate Strategy: A clear roadmap for climate risk management and reduction of emissions.
  • Regulatory and Stakeholder Alignment: Ensured compliance with evolving climate disclosure requirements and demonstrated leadership to investors and customers.
  • Long-Term Resilience: Positioned the bank to proactively manage transition risks and capitalize on emerging sustainable finance opportunities.