Phenix Capital is a leading European investment consultant with a focus on impact investments.
Phenix Capital assists institutional investors and asset owners such as pension funds, insurance companies, endowments, wealth managers, family offices, foundations and religious institutions in turning their investment beliefs into tangible impact investment solutions across all asset classes and markets, including aligning allocations to the United Nations Sustainable Development Goals (SDGs).
Our mission is to catalyse capital from institutional investors to investments that target a financial return and simultaneously aim to end poverty, protect the planet and ensure prosperity for all.
WHAT WE DO
We bring institutional investors and scalable impact investment funds together, and offer effective services to start, promote and execute this process.
Phenix Capital provides impact investment strategy consultancy services in the following areas: investment policy statement; developing impact criteria; portfolio structuring; fund sourcing; manager due diligence; portfolio strategy and reporting, as well as defining measurement methods, monitoring and evaluation of impact.
COMMUNITY & EDUCATION
Phenix Capital annually convenes impact investing events for institutional investors and asset owners around the globe, including Impact Summit Europe, Impact Summit America, Impact Seminar Series and Impact Fair. Through events and community building, Phenix Capital aims to facilitate meaningful dialogue between impact investing thought leaders and provide an educational platform for asset owners to share knowledge, exchange best practices and build lasting relationships.
IMPACT FUND DATABASE & RESEARCH
Phenix Capital will soon launch Global Impact Platform, an impact investment database for institutional investors.
Global Impact Platform will provide access to a curated universe of funds that have a clear proposition to generate positive impact, alongside targeting market rate return.
With a sole focus on impact investing for institutional investors around the globe, we are a first mover in this space
Institutional investors find it hard to trace enough scalable impact investment opportunities. Despite their willingness, contributing to the UN Sustainable Development Goals remains a challenge. Communicating with impact fund managers is complex and there seems to be a need for more transparency on reporting of the impact generated through investments,
On the other end, impact fund managers struggle to find a shared dialogue with institutional investors. Measuring and reporting on the impact of investments is costly and challenging.
We aim to tackle many such hurdles with our key competencies:
Team of seasoned investment professionals with a broad skill set within the institutional and impact investment space
Extensive network of leading institutional sustainable & impact investors built through convening, advocacy and consulting activities
Focus on impact investment funds which generate competitive financial market returns alongside positive impact
Access to proprietary database of impact investment funds ranging across all asset classes, impact themes and geographies providing market return
Strong partnerships with key players in the impact investment ecosystem