Contact Us
66 Avenue des Champs-Élysées, Paris 75008
contact@urbatis.com
01 34 90 86 58

Make the most

investment.

Why work with us

Today, investments are made on expected financial return, responsible ESG practice and positive impact.

WE HELP YOU STRIKE THE RIGHT BALANCE BETWEEN THESE GOALS AND TURN EXTRA-FINANCIAL PERFORMANCE INTO YOUR COMPETITIVE EDGE

Solutions.

Choose the offer that best suits you.

Sustainability
Mapping


  • Embed and comply with sustainability standards to meet and anticipate your own investors’ expectations

Impact Value
Creation


  • Evaluate your portfolio’s positive impact to communicate your financial and extra-financial performance

Solution 1.

Sustainability Mapping

Investees’ accountability increasingly applies, not only to good ESG practice and SDGs mapping, but to concrete facts and figures on positive impact generation.  Sector-specific standards and relevant metrics help you to monitor your portfolio performance across multiple dimensions.

Step 1.

Objectives

Define your intentional impact goals against the backdrop of your investment strategy (e.g. SDGs, PRI, etc.)

Step 2.

Framework

Develop a methodology and investment framework to apply your impact goals

Step 3.

Tool

Build your digital solution to visualise performance across multiple criteria grids

Step 4.

Tracking

Apply metrics-based performance tracking by both fund managers and for disclosure to investors

Benefit.

Tool up

Provide advisory and develop corporate own tool

Impact advisory

Share expertise in sustainability standards

Built-in regulatory obligations

Map best practices to current and future regulations

Story.

Sustainable Fund Management

Problem.

How to ensure that your decisions fully onboard sustainability standards to conform with the fiduciary duties of fund managers? 

Is your investment activity proofed against the risk of greenwashing?

Solutions.

Our frameworks are designed to

Transparency

Offer full transparency and guarantee compliance with regulatory obligations

KPIs

Generate reliable and verifiable data through KPIs from ESG / impact standards

Communication

Communicate to investors on relevant themes (e.g. health, biodiversity, carbon metrics, etc.)

Solution 2.

Impact Value Creation

How to measure your positive impact in financial terms?

We compute the full value of your portfolio of investees and help you to identify the effective contribution of your investment to impact generation.

Step 1.

Objective

Define relevant environmental and social impacts to be used for value creation

Step 2.

Analysis

Analyse the investees’ intentional impact and evaluate the impact additionality resulting from investment choices

Step 3.

Computation

Measure impact results applying: debt/equity AUM weighting; aggregated KPIs; or impact multiplier (perf vs. goals)

Step 4.

Tool

Present results and proposed scenarios building based on computation methods

Benefit.

Pledge

Demonstrate the fund commitment to long-term value creation

Snowball effect

Transform changes in outcome into levers of value

Transparency

Engage investors with a clear choice on impact computation method