Our Services

As advocates for sustainable value creation, we help our clients accelerate the flow of private capital towards investments that generate strong returns and contribute meaningfully to society. At the heart of our approach is a commitment to transforming the fabric of investing, ensuring that every decision made today supports tomorrow's generations.

Example of sustainable investing: biodiversity and water life protection

Fund Managers

We work with private fund managers across the investment lifecycle to achieve their sustainable or impact investing objectives. At Ethos Advisors, we offer bespoke solutions designed to ensure comprehensive support that address each manager’s unique priorities.

  • Whether you are a fund with a sustainability-centered investment thesis or are looking to align your approach to global sustainability standards, our team provides strategic expertise to meet evolving regulatory and investor expectations. We work with your team to integrate ESG or impact investment criteria, embed sustainability considerations within your fund’s terms and positioning and identify high-potential sectors and geographies.

  • We support your team with securing capital by crafting and communicating your fund’s distinct sustainability or impact narrative. We work alongside your team through the fundraising process to enhance marketing material and tailor to targeted investors, prepare sustainability documents for the fund’s data room and support your team’s responses to investor ESG due diligence questionnaires.

  • We equip your team with the tools and analysis to identify, evaluate, and select potential investment opportunities based on their alignment to the fund’s sustainability objectives. Our services include tailored market research, guidance on sustainability considerations within deal flow management and ESG and impact due diligence support to inform the fund’s investment decisions.

  • We work with fund managers to incorporate ESG and impact due diligence insights into value creation planning, collect and monitor portfolio company sustainability data and benchmark performance against industry standards. We tailor the approach fund managers use to engage with their portfolio companies on sustainability, ensuring appropriate expectations based on each portfolio company's stage. Whether through direct engagement or fostering collaborative efforts with other investors, our approach ensures effective engagement with portfolio companies on sustainability initiatives, maximzing their impact.

  • We help your team prepare quarterly and annual sustainability reports, portfolio company updates and respond to ongoing sustainability-related investor inquiries. We collaborate closely with our clients to develop and integrate meaningful market insights and analysis, enriching periodic investor updates with a deep understanding of emerging trends, regulatory changes and potential impacts on the fund’s sustainability objectives.

  • From initial investment, we work with your team to evaluate potential exit opportunities and position portfolio companies to attract buyers interested in sustainable investments. We support with preparation for exit, whether it’s navigating regulatory requirements ahead of an IPO or aligning with a buyer’s own sustainability objectives.

Example of sustainable investing: biodiversity, bee and animal protection, natural capital

Institutional Investors

We partner with institutional investors to transform their goals into impactful realities. By equipping investors with the knowledge to identify and invest in high-quality managers, we support our clients with creating sustainable value and achieving meaningful outcomes.

  • We help investors align their portfolios to their sustainability and impact goals. We work with your team to identify and prioritize your unique investment themes and guide you through market analysis and opportunity identification to develop a focused investment strategy that aligns with your broader objectives.

  • As you seek to deploy capital, we work with you to identify managers whose investment strategies and operational practices match your defined sustainabve investment themes. Our in-depth due diligence and support through terms negotiation ensures our clients’ funds are managed by firms that not only excel in performance but also share your commitment to sustainability.

  • To support with ongoing monitoring, our team prepares tailored market updates on regulatory and industry developments that may impact your investments. We review fund reporting and prepare benchmarking on sustainability and impact performance, equipping your team with the analysis to engage with your managers on key issues and opportunities.

  • Recognizing the unique landscape within which institutional investors operate, it's crucial that your sustainability narrative resonates across a diverse spectrum of stakeholders, each with distinct interests and expectations. From beneficiaries and regulatory bodies to community groups and industry partners, the array of stakeholders extends well beyond traditional investors. We provide guidance on quarterly and annual reporting as well as preparation for AGMs, board meetings, newsletters and other communication channels.