Impact investment consulting
We give you access to more profitable investment solutions fully consistent with your values.
Our Approach
We have been working on behalf of associations, foundations and companies for 20 years.
We select investment funds which offer financial performance, low risk and impact providing a large diversification.
We offer investments designed to serve both your financial interests and your social commitments.
We can develop customized responsible solutions that incorporate the values of your investment charter.
We prioritize a practical approach with high-value-added dashboards to facilitate your board of directors’ decision-making.
We favor financial solutions that prioritize the protection of your assets while also maximizing their long-term growth.
We offer a tool to aggregate your assets held at various banks, providing a comprehensive, real-time view and enabling more informed decisions.
Impact consulting process
Our fully customized support is based on three main levels, which can be implemented independently, depending on your needs :
ANALYSIS OF THE CUSTOMER'S FINANCIAL AND SOCIETAL LIABILITIES
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Encryption of financial commitments weighing on the Institution
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Projection of expenses and income in the future
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Setting of the financial benchmark
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Identification of societal commitments
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Risk analysis
PERFORMANCE AND FEES
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Analysis of mandates and funds
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Performance analysis
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Cost analysis
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Implementation of performance monitoring and analysis tools
01
Analysis, diagnosis of portfolios and investment strategies
02
Recommendations operational
PRODUCTS AND SOLUTIONS
Portfolio monitoring
Financial and SRI reporting
Meetings with managers
Renegotiation of fees
Defense of client interests
03
Operations and portfolio monitoring, gap analysis and rebalancing
PRODUCTS AND SOLUTIONS
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Search for the SRI solution most suited to the Institution: exclusion, rating, shareholder engagement
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Selection of funds and products
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Launch of calls for bids
(creation of dedicated funds)
SRI APPROACH
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Work at based on the SRI Charter, existing or built for the occasion
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Identification of the client's societal expectations: excluded elderly people, parity salary, climate change, disability, smoking, obesity ...
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Consistency with the development of a voting policy, the rating
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Management of dialogue with companies to convey your ideas
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Production of an annual dialogue report
Give sense to your financial assets
Invest in products that promote environmental and social transition without sacrificing financial performance. At Axylia, we offer impact solutions aligned with your responsible commitments and financial criterias.
Low carbon listed equities
Microfinance
We carefully select the financial products after a severe due diligence process.
The products can be found in the following areas :
MICROFINANCE
Invest in funds that favor financial inclusion of micro entrepreneurs in emerging countries
POSITIVE IMPACT
Invest in funds that finance useful and positive impact activities
LISTED EQUITIES
Invest in funds with the most innovative processes offering daily liquidity
SUSTAINABLE REAL ESTATE
Invest in funds that finance home renovations in France
INFRASTRUCTURE
Invest in funds that finance energy transition
FRENCH AND EUROPEAN SME-ETI
Invest in funds that finance local or larger businesses and promote job creation
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