Investors

Investor
Services

Quinn+Partners is a leading advisor to institutional investors.

We work with leading investors to integrate sustainability, climate change and impact into investment portfolios with the aim of helping to achieve stronger performance and better investment results. Our team supports asset owners and managers to design, implement and report on sustainable investment, stewardship and climate strategies. We help explain how sustainability drives value, develop processes and tools to help investment teams to execute and navigate the fast-evolving landscape.

 

Q+P Sustainability

We support investors across all asset classes to embed sustainability considerations in their investment processes through training, governance, investment tools and reporting. The results are systematic, value-added and leading integration approaches.

Services

Governance + Strategy

  • ESG / PRI assessments
  • Integration roadmaps
  • Governance charters, policies /asset-class sub-policies
  • Board, executive and investment team training

Due Diligence + Action Plans

  • Direct investment tools for due diligence in all asset classes
  • External manager evaluation tools and scorecards

Engagement + Monitoring

  • External manager engagement and communications
  • Performance scorecards
  • Fund performance measurement
  • Portfolio company training

Disclosure

  • Sustainable investing reporting
  • Disclosures: PRI, GRESB, TCFD, TNFD, PCAF, SDGs, SFDR, SASB

Q+P Climate

We build awareness, develop strategies and craft tools to navigate climate risks and the transition to the net-zero economy. Our team supports investors to protect value and build resilient investment portfolios.

Services

Strategy

  • Climate maturity assessment
  • Financed emissions quantification and methodologies
  • Scenario analysis
  • Climate strategies and roadmaps

Implementation

  • Science-based target setting
  • Net-zero transition pathways and evaluation frameworks
  • Climate due diligence and monitoring tools
  • Renewable, offset and carbon dioxide removals
  • Climate management competencies + training

Disclosure

  • Board and executive climate change training
  • TCFD gap analysis
  • Climate reporting (TCFD, NZAM)
  • Climate dashboards

Q+P Impact

We work with institutional investor clients looking to create positive to social and environmental outcomes while earning favourable investment returns. Our support helps clients identify and intentionally address global challenges and measure their impact.

Services

Strategy

  • Board and investment team education and training
  • Impact fund design and strategy
  • Investment manager assessments

Impact Measurement + Management

  • Theory of change development
  • Best practice research and peer benchmarking
  • Impact metrics and outcomes identification
  • OPIM aligned IM+M investment process integration
  • Portfolio company Impact assessments
  • Impact data collection and tools development

Impact Reporting

  • Impact standards alignment and diagnostics (OPIM, IMP, IRIS+, SFDR)
  • OPIM disclosure statements
  • OPIM verification
  • Sustainable issuance impact reporting
  • Investor and external impact reporting

Who We Work With

  • Asset Owners
  • Asset Managers
  • Endowments
  • Foundations
  • Insurance Companies
  • Pension Plans

Our Work

Strengthening Responsible Investment Integration

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.

Developing an Impact Fund Framework

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.

Integrating Sustainability into Portfolio Management

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.

Assessing Climate Risk and Resilience Across a Global 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.