AF Advisors | Investment Industry Experts

Assisting institutional investors with their investment challenges, specialising in complex or alternative asset classes and sustainability.

Multi-disciplinary

Intellectual curiosity

Practical approach

Responsible and lasting

Fun at work

Investment Consultancy

The investor landscape is changing in many ways. Not just through market developments, but also with increasing regulatory requirements and a rising focus on sustainability. Given this environment, investors are continuously seeking opportunities to enhance and optimize their investment portfolios. They are increasingly focusing on alternative asset classes to achieve attractive risk-adjusted returns. This trend leads to a rising interest in private strategies such as mortgages, real estate, infrastructure, private debt, and private equity. At the same time, we see that investors across all asset classes are looking for ways to integrate or enhance their sustainability-related ambitions. Our experienced investment consultancy team provides support to ensure well-informed decisions that align with our clients' financial and sustainability-related objectives.

AF Advisors’ services:

Selection and review

Investment and fiduciary managers including IDD en ODD
Benchmark providers for specific mandates
Data providers, ESG fiduciaries, and voting & engagement parties

Assessment

Strategic portfolio review | Writing investment cases and reviewing asset classes
Individual DC Scheme | Lifecycle and asset allocation

Socially responsible & sustainable investing

Design of policies | Beliefs, sustainability risk, exclusion, voting & engagement, target setting, impact investing, transparency & reporting
Translating policies into practice | Selecting sustainability metrics, instruments, investment managers and strategies
Independent evaluation of current policy | Instruments, strategies including peer group comparison
Education on sustainability-related topics