STRATEGIC ADVISORY SERVICES

Strategic advice across the investment value chain

We help our clients envision, plan, execute and communicate effectively.

Advising clients across the investment value chain including pension funds, insurers, banks, investment managers, and investee organisations receiving and using capital.

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Decades of Hands-On Expertise Across Multiple Sectors

With an extensive track record of proven success across real estate, infrastructure, venture capital, and mid-cap markets, our expert team delivers sophisticated ESG strategies for investment and comprehensive, whole-balance-sheet advice to drive tangible, tailored results for a variety of objectives.

We make sense of the sea of acronyms, myriad regulations, and broad ranging stakeholder expectations to provide pragmatic and commercial advice on how to manage investment risks and outcomes – financial, environmental and social.

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HORIZON SCANNING & FUTURE READINESS

Demystifying current and upcoming trends, disclosure requirements, regulations, certifications, benchmarks, peer comparisons, and stakeholder expectations

Training

STRATEGY & POLICY
DEVELOPMENT

Defining material issues for your business and developing policies and strategies to achieve your investment goals

Strategic

INTEGRATION & IMPLEMENTATION

Developing bespoke procedures, guidance and tools to help your investment and asset management teams in the effective delivery of ESG, sustainability and impact investment strategies

Group Work

ONGOING STRATEGIC SUPPORT

Ad hoc executive briefings on topical issues, supporting effective stakeholder communication, and providing independent advice and challenge to investment committees and boards

Strategic Advice key contacts

Making sense of the sea of acronyms, myriad regulations, and broad ranging stakeholder expectations to provide pragmatic and commercial advice on managing investment risks and outcomes – financial, environmental and social.

HORIZON SCANNING & FUTURE READINESS

We help you understand the current landscape and key trends so you can prepare for what comes next

  • Understand the drivers of change, key topics, and emerging best practice on areas such as Net Zero Transition Planning, Nature & Biodiversity, Inequality and Social Impact
  • Current and up-coming disclosure frameworks and regulations including:
    • global standards such as the IFRS sustainability accounting standards, and recommendations of the Task Forces for Climate, Nature, Inequality and Social-related Financial Disclosures (TCFD, TNFD and TISFD)
    • EU regulations such as the Sustainable Finance Disclosure Regulation (SFDR), Corporate Sustainability Due Diligence Directive (CSDDD), and Corporate Sustainability Reporting Directive (CSRD)
    • the UK’s Sustainability Disclosure Requirements (SDR) and recommendations of the Transition Plan Task-force (TPT)
  • Changes to certifications and benchmarks such as EPC ratings, GRESB, CRREM and SBTi decarbonisation pathways
  • Peer and competitor positioning and trends in stakeholder expectation
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Reviewing current and up-coming sustainability-related corporate requirements

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Evaluating corporate strategy, portfolio characteristics and ESG commitments

Presentation

Briefings on key sustainability standards & frameworks pertinent to your business

Client Learning (no Circle)

Executive guidance on key issues including disclosure requirements, key metrics & timelines

WHAT OUR CLIENTS SAY…

I’ve always found the team at Hillbreak to be in many cases ahead of the curve in respect of how some factors of ESG will play out over longer timelines.

Patrick Brown
Montfort

STRATEGY AND POLICY DEVELOPMENT

New and updated strategies, and defining investment policies to achieve your goals.

TYPICALLY INCLUDES

  • Reviewing broader organisational strategy and portfolio characteristics to identify material issues and relevant frameworks and standards
  • Appraising current policies, tools, specification documents, commitments and external-facing communications such as website content and sustainability or annual reports to identify strengths and areas for further development
  • Undertaking internal and external stakeholder soundings to understand practices, perceptions of strengths and weakness, sentiment on current positioning and levels of ambition
  • Discussing key findings with decision-makers, drafting policy documents and supporting internal and external strategy communication
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ESG policies & data strategies

Training

Sustainable finance frameworks

Authentic

Net zero transition plans

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Social value & impact strategies

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Impact management frameworks

WHAT OUR CLIENTS SAY…

There is a reason I go back to Hillbreak time after time to support sustainability projects and strategies – their ability to provide clear and comprehensive advice is excellent.

James Manning
Grosvenor

INTEGRATION & IMPLEMENTATION

Bespoke procedures, guidance and decision-making tools to help investment and asset management teams implement policies and governance structures and deliver on ESG, sustainability and impact investment strategies.

Our tools reduce abortive effort and focus on what is material to your organisation, and include guidance on interpretation and template summary outputs for use in board meetings, investment committees and other decision-making forums. They reflect up-to-date best practice industry guidance relevant to investment sectors and asset classes (including private equity, venture capital, property or infrastructure), and your investment strategies – whether direct or indirect, debt or equity, long or short term, core or value-added.

  • A suite of bespoke investment decision-making tools
  • Due diligence for manager selection and stewardship of third-party investment managers
  • Translating objectives into actions and tracking progress
  • Asset acquisition, development, and disposal checklists
  • Tailored to your organisation and drawing on existing approaches as well as a range of industry guidance and standards
  • At-a-glance summary outputs for investment committees and boards

WHAT OUR CLIENTS SAY…

Extremely responsive; always going the extra mile; very personable; extremely clear in communicating. Always meeting deadlines and excellent work outputs.

Laura Thrower
Royal London Asset Management

ONGOING STRATEGIC SUPPORT

We provide expert ongoing strategic support to boards and investment committees; updates on issues relevant to your ESG, sustainability, and impact strategies; executive briefings and workshops; mentorship; and guidance on strategic communication, marketing material, reports and public statements

  • Independent, specialist sustainability knowledge for boards, investment committees, and other decision makers
  • Quarterly or semi-annual updates on issues relevant to ESG, sustainability, and impact strategies including new and updated building standards, certifications, and industry guidance on key topics such as:
    • decarbonisation
    • biodiversity and nature
    • inequality and social issues
    • policy shifts in key investment regions
    • regulatory change and consultations
    • capital flow trends in sustainable finance
    • climate events and their impact
  • Executive briefings and workshops on strategy development, organisational goal setting, and the implications of public alignment to external standards
  • Mentorship of sustainability professionals and investment teams, providing an expert sounding-board on key topics and approaches
  • Effective stakeholder communication through review or drafting of marketing materials, web content, public statements, sustainability and annual reports
Q&As

Expert independent advice

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Key issue & trend reports

Presentation

Briefings & workshops

Leadership And Coaching (no Circle)

Team & individual mentoring

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Specialist communication

WHAT OUR CLIENTS SAY…

I always get detailed, accurate content from Hillbreak as well as challenge and honesty.

Janine Cole
Great Portland Estates

Want to know more?

Contact the team to enquire about our strategic advisory services.

    Our experience working with Hillbreak was that of true partnership and collaboration.

    Torolf Hamm
    Willis Towers Watson

    The thoroughness, thoughtfulness and wealth of knowledge that Hillbreak has brought to this programme has been really impressive and our participants have benefited greatly from this.

    Luke Wynn
    Director, JLL