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.