Sustineri is a boutique advisory firm that provides insights and solutions to institutional investors and other stakeholders in a world that is advancing towards a low-carbon future.

We work with our clients to deepen their knowledge and understanding of this global transition, to help them stay competitive in an increasingly challenging environment.

“Climate change is a tragedy of the horizon which imposes a cost on future generations that the current one has no direct incentive to fix.”

– Mark Carney, Governor of the Bank of England

Our Mission

The global climate and energy transition is underway. Driven by a combination of climate policy action and the falling costs of clean energy technologies, this transition is accelerating. These developments are taking place against a backdrop of increasing concern about rising global temperatures and the impacts of climate change. This is no longer business as usual.

At Sustineri, we believe that the energy and low-carbon transition will have implications for a wide range of stakeholders: institutional investors, companies, policymakers and other intermediaries. Investors and others in the financial ecosystem will increasingly need to develop an understanding of the climate and energy transition and the issues it poses for their business, investment strategies and policy approaches.

Our mission at Sustineri is to help the broad range of stakeholders in the investment value chain build their knowledge of the transformation underway so that they can make more informed decisions. We use our policy and financial markets expertise to enable investors to meet this challenge, focusing on both risk and opportunity.

“We are going to exit the fossil fuel era. It is inevitable.”

Elon Musk, CEO Tesla

What We Do

We work closely with institutional investors – pension funds, sovereign wealth funds, endowments, insurance companies, family offices and foundations – as well as policymakers and financial intermediaries to deepen their knowledge and understanding of all aspects of this global transition, which can help them to stay competitive in an increasingly challenging environment.

Our work covers:

  • Advising on strategic approaches towards climate change and the global transition, to a low carbon future examined from the perspectives of risk and opportunity;
  • Navigating the information overload by making sense of all the noise about the climate and energy complex, and sustainable development, cutting to the heart of what matters most;
  • Facilitating engagement on pro-active leadership and stewardship, through challenging perceived wisdom and assumptions, raising new questions and angles for clients, and helping to provide pragmatic solutions;
  • Providing a systematic framework and road map into how enterprises can embark on integrating better financial related climate risk disclosure, in line with the TCFD framework and its recommendations;
  • Delivering training and educational seminars for senior executives and boards to equip them with the language of climate, sustainable development and impact investing, and how it relates to them as investors and policy makers

Our Approach

At Sustineri, we bring long-standing experience and hands-on expertise to inform, analyse and to devise low carbon strategies for stakeholders in the investment value chain. Our objective is to strengthen and support our clients – whether they be investors, policymakers or have intermediary roles – to move to a more pro-active position that prepares for the global transition and for sustainable development. This should in turn strengthen their ability to mitigate the risks and maximize the opportunities arising from the transition.

As a boutique advisory firm, we provide discrete, flexible solutions for clients, working closely with them to understand their business and tailoring for their needs accordingly. We operate on the basis that no one client is the same. We also work in collaboration with an extensive international network of partners from leading think tanks, academic institutions, advocacy groups and market practitioners who are aligned with our mission.

“I had the pleasure of working extensively with Shuen on a strategic project at The Nature Conservancy. I was impressed with the breadth of Shuen’s financial industry experience, her subject matter expertise across a wide range of conservation and sustainable investing matters, and her ability to combine strategic thinking with skilled execution in seeing the project to successful fruition.

Shuen was always well-prepared and possessed exceptional communication skills. She is a true practitioner with a passion and conviction in everything she does. Shuen also has a great sense of humour and energy and effectively built relationships with many of my TNC colleagues with whom she found herself working. Shuen would be an invaluable asset to any organization as a dynamic leader, and certainly earns my highest recommendation.”

– Peter Wheeler, Executive Vice President, The Nature Conservancy

About Us

Sustinērī : means “to be sustainable” / səˈsteɪnəb(ə)l / in Latin.

We believe that climate change presents the most significant challenge of the 21st century, and that it will not be resolved without a fundamental change in how homo sapiens produce and consume energy, moving from the fossil fuel-based systems of the last 150 years to one reliant on clean and low-carbon sources.

This transformation – the global energy transition – will not happen without the large institutional pools of capital financing it and without policy makers behind it. To manage this financing transition expeditiously and effectively, stakeholders will need informed, expert, tailored advice of the type that Sustineri can provide.

Organisations we have worked with

Carbon Tracker
Nature Conservancy
Foreign Commonwealth
Wells Cap
SBS
CES

Shuen Chan

Partner

Shuen has a strong track record in the sustainable finance and impact-investing sector with a focus on climate change and real asset strategies. She has over 20 years of experience in asset management and capital markets, having established investment funds in emerging asset classes and a global network across Europe, Asia and Americas.

Shuen’s expertise is in structuring transactions that help to build the business case for sustainable investments and a transition to a low carbon society and economy.  She was involved in establishing a climate-focused fund dedicated to the protection and restoration of natural forests.  Prior to that, she was a core team member of one of the fastest growing private asset management firms in Europe, ECM Asset Management, which became one of the leading European fixed income managers with up to €20billion of institutional assets under management. As Head of Structured Product Origination, Shuen led the establishment of the structuring and product development team and was responsible for raising €3.7 billion in Assets under Management from institutional investors before the firm was sold to Wells Fargo.

Shuen started her career in debt capital markets at Deutsche Bank in Asia and also worked for Macquarie and HSBC.  She holds an MBA from Imperial College, University of London, a Bachelor’s degree in Economics from Adelaide University, Australia and certification from the London School of Economics on the Governance and Economics of Climate Change.

Shuen is a member of the Impact Investing Advisory Committee at Oxford University Saïd Business School, an active board member and Treasurer of the Stanford Women’s Network in the UK and serves on the Development Board of Ashden, a charitable organisation that runs the Ashden Awards for Sustainable Energy.

Richard Folland

Partner

Richard Folland has over 30 years’ experience as a diplomat and advocate, operating at the highest level. He has worked on climate and energy policy, as a policymaker and as a private sector advisor, for over 12 years. A former head of energy strategy at the UK Foreign Office who has held diplomatic postings in Germany, Russia and Sweden, Richard has also been JPMorgan’s European Adviser on Energy and Climate Change, the Executive Director of the Climate Markets and Investment Association (CMIA) and the Head of Energy and Environment at Inline Policy.

As head of energy policy at the Foreign Office 2004-07, Richard was instrumental in joining up climate and energy decision-making at the heart of the British Government. He also helped build a highly-renowned network of climate and energy attaches at British Embassies across the world.

Since moving to the private sector at the end of 2007, Richard has advised companies and organisations on a wide variety of strategic, policy and regulatory issues in UK, European and international markets across the energy and climate change space. He has particular expertise on finance and investment issues, and all aspects of emissions-related regulation. Richard’s advocacy skills and extensive network have also been utilised to give clients advice on how to access and influence policymakers on climate and energy policy.

Richard is Vice-Chair of the Surrey-based charity, Eikon, dedicated to helping vulnerable young people in Surrey. He reviews albums for the PopMatters, one of the most widely-read cultural and music websites in the world.

Martina Macpherson

Partner

Martina Macpherson has 20 years of experience and strong track record in ESG advisory, research, product development, investment content and engagement services. She joined from S&P Global Ratings where she was Head of ESG Research & Analysis responsible for strategy and development of ESG projects, including development of ESG research and analysis.

Previously, Martina has held research, business, and product development roles at S&P Sustainability Indices, Hermes EOS, MSCI ESG Research and Lloyds Banking Group/Insight Investment. Earlier in her career, she also worked for RBS Asset Management, F&C and Deutsche Bank.

Martina is a board member of the Global Network for Sustainable Financial Markets and a mentor at the Global Thinkers Forum. She also sits on the U.K. Sustainable Investment and Finance Association’s analyst committee board, Sedex’ Advisory Group, CoL’s Global Green Taskforce and ECMI’s ESG into Asset allocation Working Group (as of 2018). Previously, she was a member of Towers Watson’s Thinking Ahead Institute Sustainability Working Group and UNCTAD / SSE’s Green Finance Advisory Group. Martina is a member of the Institute of Directors, an affiliate member of ICSA: The Governance Institute and an alumni fellow of the German National Academic Foundation.

Martina is a lecturer at University of Zurich and at Henley Business School and presenter on sustainable investment and corporate governance themes and contributes regularly to industry and academic publications. She graduated in Law from Goethe University, Frankfurt and University of Cambridge. One day in the near future, she hopes to continue her PhD in Finance at the University of St Andrews, UK.

“Richard’s depth of experience and breadth of knowledge on climate and energy policy are well-respected in the industry. His insights are always on point and portray a keen awareness of ongoing and developing discussions and thinking in the climate and energy policy field.”

– Andre Abadie, Managing Director, Head of Global Environmental & Social Risk, JP Morgan

 

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