SustFin brings broad managerial, project management and executive experience to any organisation in need of an interim position or project management on the crossroads of sustainability and finance. These services can be very focussed or broad in scope depending on your needs.
SustFin builds on extensive expertise and experience in fiduciary advice and asset management, across all asset classes and investment styles, and across banking. It also builds on extensive expertise and experience in sustainability issues, e.g. human rights, climate change, corporate governance, long-term investing, and across all responsible investment strategies and instruments.
In policy development SustFin helps organisations in embracing the why (drivers and convictions), what (thematic focus) and how (e.g. exclusions, ESG (environmental, social and governance) integration, active ownership, impact investing) of responsible investment. This is especially relevant in connecting the dots between policy and execution and the ability to build a comprehensive, understandable, and executable approach to responsible investment.
SustFin helps clients to assess what is possible or not, and what are potential solutions to policy priorities. SustFin also gives second opinions to internally developed policy programs.
SustFin can assist clients in the execution of responsible investment. SustFin helps organisations in planning, managing and executing tasks and projects in areas such as ESG integration, voting, engagement activities, impact investing, impact reporting and communications. The interim or project management can involve e.g. the integration of responsible investment in single or multiple asset classes, manager selection, asset allocation, or the prioritisation and execution of company and/or regulatory engagement activities.
Stakeholder dialogue or collaborations
SustFin also acts as project leader for projects that involve a broad range of stakeholders, e.g. a project to develop an IMVO covenant for the pension fund sector, on behalf of the Pensioenfederatie (see also Top 1000 funds article). SustFin can also help organisations in chairing or leading working groups or committees and delivering the results needed (sample reference project Marcel Jeucken has chaired between 2016-2017 while employed at PGGM).
SustFin can help organisations in product development (e.g. ESG funds, ESG indices or impact investing) or new technological innovations like block chain applications for responsible investment tools or products.
Boards and committees
Marcel Jeucken brings managerial or board experience for any (investment) committee or board in need of an investment specialist. SustFin can also assist as external sparring partner, trusted advisor or facilitator of board strategy discussions.
Speaking assignments and training
Marcel Jeucken is an experienced speaker and trainer (CRKBO registered) and can help organisations present an engaged and independent expert perspective on responsible investment and finance in e.g. client events, management offsites or network conferences.