Phenix Capital Group

Phenix Capital is an impact investing consultant focused on the following activities: Impact Intelligence 1. Events - Our events are designed to encourage meaningful peer-to-peer dialogue between institutional investors and educate them on the opportunities of integrating impact into an institutional portfolio. 2. Phenix Impact Investing Academy - The Academy is a series of educational courses focusing on the needs of institutional investors. 3. Publications -For over a decade, Phenix has been monitoring the evolution of the impact universe. We share impact reports, case studies, and much more. 4. Investor IQ & Impact Investor Database a. Investor IQ is an advanced AI tool designed to connect fund managers with relevant investors, shortening lead generation time and costs. b. The database holds data on commitments in different asset classes, regions, SDG targeted. Impact Solutions 1. Investment consultancy a. Manager selection • Phenix can assist institutional investor with defining impact portfolio guidelines, long list of funds, the RFI process and shortlisting, Investment and impact due diligence and final recommendations. b. Mandate design • Phenix assist institutional investors in defining clear impact guidelines and mandates. c. Portfolio construction • Phenix provides tailored portfolio construction services that optimise impact and financial performance. 2. Impact Measurement & Management a. Impact due diligence / Impact Fund Assessment • Phenix has developed an impact due diligence methodology in consultation with leading institutional investors. b. OPIM & SFDR verification • Phenix provides independent verification to assess how well a fund manager's IMM systems, policies, processes, and tools align with an industry standard. 3. Impact Fund Database The Database features financial-first impact funds, which are impact funds that create solutions for global social and environmental issues, whilst prioritising financial returns.