We enable organizations, from leading research institutions to global healthcare providers, unlock sustainable and inclusive growth through future-focused investment strategies. With decades of expertise, our team has been a trusted partner to the world’s foremost donors and sustainability leaders, shaping transformative impact across industries and communities.
Case Stories and Key Insights
While ESG investments are increasingly framed through a climate-first lens—some of the most significant project structuring, by both us and our competitors, has focused on education and healthcare. These sectors, however, remain critically underfunded in the Global South, despite being essential to inclusive development. Similar gaps persist across other SDG priorities. By “underfunded,” we do not refer to the absolute volume of funds, but to the gap between available funding and actual needs—particularly relative to global donor contributions required to achieve parity with established goals. The challenge for firms and investors is to move beyond traditional ESG focus areas and develop strategies, frameworks, and investment structures that systematically address these underfunded sectors and the broader spectrum of SDG goals, ensuring measurable social impact while maintaining financial viability.
The Challenge
A central challenge lies in integrating broader sustainability priorities—such as education and health—into the core of strategy and execution. This involves articulating clear investment theses, identifying high-growth opportunities, applying ESG-informed due diligence, and unlocking portfolio value through scalable business models aligned with these critical areas. At the same time, frameworks and models are being developed to balance financial returns with measurable social impact, with the ultimate test being the translation of ESG ambitions into tangible, scalable outcomes.
Investment Strategies for Transformative Impact
While large firms play an important role in shaping sustainability strategies, some of the most enduring and transformative investments often originate from smaller, more agile players. Consider healthcare initiatives in urban, semi-urban, and rural areas, where access to allopathic doctors and trained paramedical staff is limited, or where communities—including individuals like myself—continue to rely on alternative medical practices. Despite debates surrounding alternative medicine, the willingness of institutional builders to invest in innovative, non-traditional healthcare solutions is striking, reflecting a deep commitment to driving meaningful impact across diverse communities. These examples illustrate how targeted, well-structured investments can create scalable solutions in sectors that are often overlooked.
Leveraging a Reporting Mindset to Unlock Transformation
Most ESG reporting occurs after investments have been made, but the true potential of sustainable investing lies in embedding rigorous ESG due diligence upfront. By systematically assessing environmental, social, and governance factors before deploying capital, investors can ensure that resources address the right problems, mitigate risks, and deliver lasting impact. Embedding this proactive, reporting-driven approach links directly to the examples of transformative initiatives, providing a mechanism to scale solutions effectively across education, healthcare, and other critical underfunded sectors. Connect with us to explore actionable strategies and fresh perspectives for transforming sustainable investment strategies.