With a tailored approach to each project, we operate across three core areas: Innovation for Sustainable & Impact Finance, Innovation for Sustainability & Impact Assessment, Innovation & Business Model Transformation.
We support financial sector players, including asset managers and banks, in their transition towards sustainability and impact. We assist in defining and implementing infrastructures and tools for sustainability and impact assessment, integrating them into investment and financing processes, in compliance with the most recent regulatory requirements and aligned with leading international scientific standards. We also support the management of social and environmental aspects related to specific portfolios, as well as the preparation of ESG and impact reports and the documentation required under sustainability regulations.
Our advisory activities for asset management companies include:
Analysis and development of strategic positioning in sustainability and impact;
Support for compliance with regulatory requirements under the SFDR;
Support for Principal Adverse Impact (PAI) disclosure;
Definition and implementation of tools for assessing and monitoring sustainability and impact during the due diligence and holding phases;
Definition of sustainability and impact action plans for target investment companies;
Preparation of impact and sustainability reporting.
Our advisory activities for banks include:
Analysis and development of strategic positioning on sustainability and impact;
Development of impact measurement infrastructures for credit portfolio;
Development of impact measurement infrastructures for social projects supported by banks;
Design and development of impact driven financial products.
Mentorship and capacity building activities are designed to equip professionals in asset management companies and banks with skills on key topics, including:
The sustainability and impact revolution in the financial sector;
Impact and sustainable finance, with a comparison of investment and financing strategies;
The SFDR regulations and related reporting obligations;
Compliance requirements for asset management companies, including PAI, the EU Taxonomy, and climate risk frameworks issued by the Bank of Italy;
Measurement of ESG performance and impact.
Each proposal is tailored to the specific needs of the client. We also design and deliver interactive workshops for the employee groups identified by the client.
We offer tailor-made technology development services.
We design and develop advanced digital solutions, customised to the specific needs of each client, to monitor impact and sustainability across investment and financing activities, enhancing operational efficiency and ensuring compliance with regulatory and industry standards.
We support social enterprises, Third Sector organization and public institutions in planning, managing and measuring the sustainability and impact of their activities, programmes and interventions. Through deep stakeholder engagement and the application of the Theory of Change, our approach enable us to deliver tailor made solutions. We assist our clients in designing and implementing processes and tools capable of capturing and enhancing the social, environmental, and economic value generated by their actions, while combining sensitivity to the specific contexts in which they operate with consistency with existing regulations and the most widely recognised international frameworks and standards for impact measurement.
Offriamo percorsi di accompagnamento consulenziale e scientifico, disegnati ad-hoc sulla base delle esigenze specifiche di ciascuno dei nostri clienti, riguardanti:
We offer consultancy and scientific support services, designed ad hoc to address the specific needs of each client, covering the following areas:
Analysis of external intervention contexts through the mapping of territorial needs and challenges, as well as key stakeholders;
Definition of impact objectives and mapping of the entire change process through frameworks such as the Theory of Change or the Social Value Chain;
Development and implementation of impact measurement infrastructures, including the construction of indicator sets and data collection protocols, as well as support throughout the data collection process;
Benchmarking analyses;
Definition of strategic impact positioning;
Support in the preparation of social balance sheets and impact reports.
Offriamo percorsi su misura di mentorship e capacity building collettivi, attraverso l’organizzazione di incontri formativi e workshop laboratoriali, e one-to-one sulle seguenti tematiche:
We offer tailor-made mentorship and capacity building programmes through the organisation of training sessions, laboratory workshops, and one-to-one support, focusing on the following topics:
Accompagniamo i nostri clienti nella transizione verso la digitalizzazione e lo sviluppo tecnologico. Offriamo percorsi di accompagnamento personalizzati per la digitalizzazione di infrastrutture di misurazione di impatto e lo sviluppo di soluzioni tecnologiche avanzate che integrino l’impatto e la sostenibilità nei propri processi operativi e decisionali.
We support our clients in their transition towards digitalisation and technological development.
We provide customised support services for the digitalisation of impact measurement infrastructures and for the development of advanced technological solutions that embed impact and sustainability into operational and decision making processes.
We support companies and SMEs in their transition towards innovative models of social and environmental value creation, by developing intentional and integrated sustainability strategies embedded in corporate governance, strategy, and management systems. Through in-depth analysis of current and emerging business models and regulatory frameworks, including the CSRD and benefit corporation regimes, we guide organisations in identifying innovative development trajectories that strengthen competitive positioning while maximising value and impact for stakeholders. Within this perspective, we promote the transition towards hybrid, high social value models such as benefit corporations, supporting organisations in defining impact objectives and in implementing management plans, as well as impact measurement and reporting systems.
Our advisory activity includes support for companies and SMEs in the following areas:
Analysis of the company context and strategic positioning with respect to sustainability (ESG) and impact;
Analysis of impact and financial materiality;
Gap analysis of existing ESG monitoring and reporting systems against regulatory requirements;
Definition of action plans to ensure alignment with CSRD requirements for large companies and the development of sustainability plans for SMEs;
Development and implementation of impact measurement and management infrastructures;
Support in the preparation of sustainability and impact reporting.
The advisory activity also includes support for companies transitioning to Benefit Corporation status, covering:
Context analysis and development of strategic positioning on sustainability and impact, including the definition of common benefit purposes;
Definition and development of the common benefit management plan;
Development of impact measurement infrastructures;
Reporting and preparation of the Benefit Report.
Mentorship and capacity building activities are designed to equip company employees with skills on topics such as:
Definition and key characteristics of Deep Purpose;
Sustainability as a driver of corporate innovation, with a focus on the tech frugality approach;
The paradigm of anticipatory innovation governance;
Key challenges and opportunities related to sustainability and impact for companies;
The CSRD regulation, its phases, and related reporting obligations;
Measurement of ESG performance and impact for corporate actors.
Each programme is tailored to the specific needs of the client. We also design and deliver workshops for selected employee groups that combine scientific knowledge with hands on experimentation.
We offer tailor-made technology development services to companies and SMEs to support strategic planning, management, and measurement of the social, environmental, and economic value they generate.
We design and develop advanced digital solutions based on machine learning and artificial intelligence to support the analysis of corporate strategic positioning on sustainability issues, as well as the development and implementation of impact measurement and management infrastructures.
Our innovative technologies enable companies to align with regulatory requirements and to monitor sustainability and impact strategies, optimising processes and strengthening overall competitiveness.
