Impact Investing

Oscar Auliq

Fostering economic growth, prosperity, and sustainability.

Auliq, as a social enterprise, through its subsidiaries, offers a wide range of services that align financial returns with social or environmental impact. Here’s an overview of the core services typically provided:

1. Investment Management

  • Portfolio Management: Curating and managing investment portfolios that meet both financial goals and social/environmental criteria.
  • Screening & Selection: Using positive or negative screening to include/exclude investments based on ESG (Environmental, Social, Governance) factors.
  • Impact Investing Funds: Offering access to mutual funds, ETFs, and private equity vehicles focused on impact goals (e.g., clean energy, affordable housing).

2. Impact Measurement & Reporting

  • Impact Assessment Tools: Evaluating the social/environmental performance of investments.
  • Sustainability Reporting: Creating reports that align with standards such as GRI, IRIS+, or SDGs.
  • Third-party Verification: Engaging with third-party entities to audit and validate impact claims.

3. Advisory & Consulting Services

  • Investment Advisory: Tailoring strategies for individuals, foundations, or institutions to align portfolios with values.
  • Policy Development: Helping organizations develop ESG or SRI investment policies.
  • Stakeholder Engagement: Supporting shareholder advocacy, proxy voting, and corporate engagement.

4. Education & Research

  • Workshops and Seminars: Educating investors about ESG, impact investing, and financial inclusion.
  • Market Research: Producing reports on emerging trends, risks, and opportunities in social investing.
  • Ratings and Rankings: Providing ESG scores and sustainability indices.

5. Financial Products Development

  • Thematic Funds: Creating products around specific themes (e.g., gender lens investing, green bonds).
  • Community Investment Vehicles: Offering ways to invest in underserved communities or local projects.
  • Social Impact Bonds: Structuring pay-for-success contracts tied to social outcomes.

6. Technology Platforms

  • Robo-Advisors for ESG: Automating SRI portfolio construction using AI and data analytics.
  • Impact Data Analytics: Tools that aggregate and analyze ESG metrics.
  • Investment Platforms: Online marketplaces for impact investments.

7. Philanthropic Integration

  • Mission-Aligned Investing: Helping foundations align endowment investments with grant-making missions.
  • Program-Related Investments (PRIs): Structuring investments that support charitable activities with potential returns.

Have questions or require further information? Please contact the appropriate representatives at Auliq.