- RATING
- Sustainability Alignment Rating
Our commitment to ongoing learning and adaptation ensures that we remain at the forefront of the evolving impact investing landscape, delivering exceptional results for our partners and in the process leveraging finance to drive substantial and sustainable impact.
We also emphasize capacity building through management workshops and interactive sessions, equipping organizations with the skills and knowledge to achieve sustainable development and growth that supports people and the planet.
Our tool is based on Indicators from globally accepted development frameworks for the private sector. Thus, the generated score reflects the institution’s structure, systems, policies, actions, and results in alignment to the SDGs with a sustainability threshold set at 43%.
- Our process
DATA COLLECTION QUESTIONNAIRE
Prior to formal engagement, we prioritize understanding your personal situation, financial goals, and key concerns that drive your search for financial advice. This forms the basis for a mutually agreed-upon scope of work. Please find below a comprehensive list of our capabilities.
DATA ANALYSIS & VALIDATION
Our comprehensive planning engagements start by jointly assessing your balance sheet and cash flow. Access our secure client portal to upload documents or link your accounts electronically.
DOCUMENT VERIFICATION
We collaborate with you to prioritize your goals and assess the financial choices and risks involved in achieving them. Through close partnership, we establish a baseline projection of your future financial wealth, providing a roadmap for your success.
AFISAR© INTERVIEW
We use our financial model to develop alternative scenarios, informing recommendations on taxes, insurance, and investments to align with your goals. Exploring scenarios to align recommendations.
RATING COMMITEE
We use our financial model to develop alternative scenarios, informing recommendations on taxes, insurance, and investments to align with your goals. Exploring scenarios to align recommendations.
AFISAR© REPORT
We use our financial model to develop alternative scenarios, informing recommendations on taxes, insurance, and investments to align with your goals. Exploring scenarios to align recommendations.
EXECUTIVE MANAGEMENT WORKSHOP
We use our financial model to develop alternative scenarios, informing recommendations on taxes, insurance, and investments to align with your goals. Exploring scenarios to align recommendations.
- Insights / Rating
