Investors

Quinn+Partners partnered with Sarona Asset Management to verify alignment with the Operating Principles for Impact Management and identify opportunities to strengthen impact measurement and management (IM+M) practices embedded across their investment processes and portfolio of emerging market funds.

This work involved reviewing the IM+M approach and completing a principle-by-principle assessment using Q+P’s Impact Principles verification framework. We conducted targeted interviews with select stakeholders and limited testing of selected activities to validate implementation. The resulting Independent Verification Report summarized alignment conclusions and identified practical opportunities to further enhance the impact practices.

Quinn+Partners supported NAV CANADA Pension Plan to further integrate responsible investment considerations across its portfolio. Building on an established practice, NAV CANADA was looking to benchmark its approach against industry peers and set out a coordinated path for continued evolution.

We delivered a responsible investment maturity assessment paired with a detailed implementation roadmap, with clear priority actions, timelines and resourcing. The work supported NAV CANADA in coordinating internal efforts, maintaining alignment with Canadian pension guidance and preparing for evolving sustainability disclosure requirements.

Quinn+Partners supported a major North American investment firm to develop an impact investment framework, aligned with the IFC Operating Principles for Impact, and applied the framework on a new impact fund targeting multi-family residential investments. The team evaluated environmental and social impacts and recommended investment process improvements to identify, assess and measure environmental and social impacts that the investments are seeking, in addition to financial returns.

Quinn+Partners supported a large pension fund to embed ESG in its direct and indirect investment model. Our annual mandate includes engaging with external managers to deliver the program and report on progress. Our team monitors market intelligence, trains the portfolio management team, updates an ESG scorecard, provides a suite of resources including investment due diligence and asset management checklists, hosts quarterly ESG discussions with external managers, and leads PRI, GRESB and ESG reporting across the portfolio.

Quinn+Partners performed a climate change risk and resilience assessment on a global $14 bn real estate portfolio. For acute physical climate risks, we analyzed historical insurance data for overland flooding, storm surge, wildfire and wind. For chronic risks, we examined forward-looking climate projections for precipitation changes, temperature changes and sea-level rise, and created a forward-looking climate risk index. We then collected asset resilience data using a survey deployed to nearly 200 properties globally and assigned each a unique resilience score. Taken together, the risk and resilience scores provided insight into a portfolio-wide view of climate preparedness across all holdings.