Oscar Auliq
At its core, impact investing is about an alignment of Auliq's beliefs and values with the allocation of capital to address social and/or environmental issues.
Auliq, as a social enterprise, through its subsidiaries, offers a wide range of services that align financial returns with social or environmental impact.
1. ESG Screening & Investment Strategy Research
- Screening & Selection Frameworks: Providing tools and methodologies to help investors apply positive or negative ESG screening to their own portfolios.
- Model Portfolios & Insights: Offering sample portfolios and strategy insights (without managing assets or providing personalized investment advice).
- Thematic Research: Research and analysis on emerging impact themes (e.g., clean energy, affordable housing, climate resilience).
🔹 Note: Auliq does not provide direct portfolio management or investment products.
2. Impact Measurement & Reporting
- Impact Assessment Tools: Frameworks for evaluating the social/environmental performance of projects, organizations, or investments.
- Sustainability & ESG Reporting: Creating sustainability and impact reports aligned with GRI, IRIS+, SDGs, or other global standards.
- Third-party Engagement: Coordinating with independent auditors or verifiers for validation of impact data.
3. Advisory & Consulting Services (Non-Financial)
- Policy Development: Assisting organizations in developing ESG, SRI, or impact investing policies.
- Stakeholder Engagement Support: Consulting on shareholder advocacy, sustainability-related governance practices, and proxy voting education (non-executive).
- Mission Integration Strategy: Advising institutions and philanthropic bodies on aligning missions with broader ESG goals — without managing capital or offering regulated financial advice.
🔹 Note: No individual or institutional investment advice is provided.
4. Education & Research
- Workshops and Seminars: Capacity building in ESG, sustainability, impact measurement, and financial inclusion.
- Market & Trend Reports: Publishing independent research on emerging trends in social finance, climate risk, and responsible investing.
- ESG Ratings & Indices: Developing and publishing independent ESG scores and thematic sustainability indices (non-regulatory, non-solicited).
5. Impact Product Design & Innovation (Non-Financial Instruments)
- Thematic Investment Frameworks: Designing structures and guidelines for thematic focus areas such as gender equity, circular economy, or green infrastructure — not issuing or distributing funds.
- Community Investment Concepts: Advising on models for financing underserved regions or sectors (e.g., blended finance, community cooperatives).
- Social Outcome Financing Models: Structuring outcomes-based finance frameworks (e.g., social impact bonds) in collaboration with public and non-profit partners — without acting as an issuer or financial intermediary.
6. Technology & Data Platforms
- ESG Robo-Models (Non-Executional): Providing access to simulation tools for ESG-oriented model portfolios — not managing assets or offering recommendations.
- Impact Data Analytics: Platforms that collect, structure, and analyze ESG and impact data for institutional and public use.
- Knowledge Platforms for Investors: Online tools that help users explore opportunities in responsible finance (non-transactional, no custody or execution).
7. Philanthropic Integration & Mission Alignment
- Strategic Alignment Services: Helping foundations and endowments align their missions with broader social or environmental objectives.
- Program-Related Investment Design: Supporting the structuring of PRIs (Program-Related Investments) that further charitable purposes while exploring potential return models — without directly offering or managing financial products.
🔹Important Compliance Note
All services are designed to remain within non-regulated activity under German law. Where regulated services (e.g., asset management, investment advice, or fund distribution) are needed, they are provided exclusively through appropriately licensed subsidiaries, fully compliant with BaFin requirements.