for Investor / Bank

Finance is playing an ever greater role in achieving a sustainable society, and the actions of institutional investors and banks, in particular, as market and corporate leaders, are expected to have a significant system-level impact.

Due Diligence

We provide the necessary processes and functions to our portfolio companies not only from a responsible investment perspective, but also from an impact and ESG perspective in order to bring about meaningful change through capital investment.

Impact / ESG DD

By determining the robustness and suitability of investment projects from impact and ESG perspectives, we support implementation decisions that meet the needs of investors and stakeholders.

Multi-Asset IMM

Establish a flow and system to link various initiatives in various asset classes to the value creation story and manage them in an integrated and sustainable manner.

Investment Strategy

Based on the social value (impact) and trends that the portfolio aims to achieve, we will examine the combination of solutions and investment targets to minimize investment risk and maximize opportunities.

Monitoring / Engagement

During the impact investment period, we provide the necessary processes and functions to investees from an impact and ESG perspective in order to increase value and accelerate growth.

Investment Report

We support the planning, information gathering, and production of management reports, sustainability reports, and impact reports in accordance with dialogue plans with asset owners and other stakeholders.

Business Synergy Planning

Visualize and quantify the social value (impact) created by the portfolio company’s businesses and initiatives, and understand the short/mid/long-term impact and synergies on the core businesses of the company and asset owners.

Engagement

We visualize and quantify the economic and social significance of the companies, businesses, products, and services in which we invest, and propose measures to maximize their performance and corporate value.

Finance / Exit

We provide storytelling and growth support before and after IPOs, M&As, and other exits in impact investing, including an impact perspective that contributes to maximizing the value of portfolio companies and investment projects.

M&A Planning

When an investee (mainly an asset owner or a company) is ultimately acquired as its own business or function, planning is done to maximize the creation of targeted results and its external reputation.

Responsible Exit DD

As an investor who has promoted impact investing in IPOs and M&A, we will evaluate whether the event will contribute to the future growth of the investee and, by extension, to the creation of greater impact.

Banking

Sustainability finance has become a trend in indirect finance as well, and may be utilized in the following themes

Sustainability Bond / Loan

Since the sustainability initiatives to be financed are wide-ranging and highly individualized, it is necessary to implement them using appropriate indicators and with a low monitoring burden.

Consulting Function

We offer our impact management tool, impactlake™, as a consulting function or support resource for sustainability and impact-related corporate advisory work at banks and regional banks.

Features

Alignment for Standards

The design of IMPACTLAKE and the functions provided by impactlake™ are based on the Operating Principles for Impact Management, an international framework that enables the establishment of the relevant processes without having to develop them from scratch. The process can be established without having to start from scratch.

Powered by Specified AI

One of the challenges in the highly individualized impact area was workload and time. We maximize accessibility to impact management not only through past knowledge and manual assistance, but also through digital solutions such as impactlake™.

Fund / Portfolio level IMM

By utilizing and implementing a generic model that enables quantification and integrated management, IMM connectivity between funds and investees can be realized to create impact at the fund level. Disclosure of information from investees and investment projects can also be done within the tool, further minimizing administrative man-hours.

The increase in the number of investment targets, indicators, and other management targets would have been impractical with conventional IMM, but the tool-based evaluation and management system optimized the practical workload and created a situation where useful impact management can be continuously performed while ensuring feasibility.

Head of Equity, Fund Manager of Institutional Investor

Contact

If you are interested in any of the above topics or have a sense of the issues involved, please feel free to contact us using the links below.