Examples of past/ongoing work for pension funds / other institutions include:
- Support of a leading international insurance group in defining and implementing its active ownership policy (proxy voting and engagement with portfolio holdings)
- Advice for a Swiss corporate pension fund in integrating sustainability and responsible investment principles in its investment policy statement and mandate specifications; organizing a training session for its board. Support in searching, negotiating, overseeing new balanced mandates.
- Support of one of the largest pension funds in Switzerland in defining a strategy for microfinance investments, searching for an appropriate manager, implementing and overseeing the mandate.
- Facilitation of a series of collaborative initiatives of international institutional investors under the auspices of the Principles for Responsible Investment leading to best-practice guidelines in areas such as microfinance, commodities and farmland investing.