Sustainability

Economic analysis and strategic advice on sustainability

The objectives pursued by Afi’s services linked to analysis and strategic advice are based on diagnostic analysis, analysis of the trends and behaviour of the different sectors, estimation of the socio-economic impacts of business actions and sectoral activities, as well as identifying funding opportunities and evaluating initiatives developed to identify potential shortcomings and promote improvements.

Aligning Budgets to the Sustainable Development Goals (SDGs)

The 2030 Agenda takes up the Millennium Development Goals (MDGs) in order to define inclusive measures to promote sustainability and resilience.

Next Generation European funds consultancy

The purpose of providing consultancy services in relation to Next Generation EU (NGEU) funds is to support companies and various entities in the process of discovering and utilising the advantages arising from the implementation of these resources from the European Union. Through this, the aim is to promote actions and plans that can receive financial support from the public sector, and which in turn contribute to strengthening the competitiveness of the Spanish economy.

Consultancy services applied to financial institutions in the investment field

Afi’s consultancy services in sustainability applied to the investment industry are aimed at offering practical and high value-added solutions. The new regulatory requirements in sustainable finance, together with rapid market developments, are forcing entities to modify their business models so that sustainability plays a central role in strategic decision-making. At Afi, we seek to offer solutions adapted to the reality of our clients, in order to comply with regulatory requirements and industry best practices.

Sustainable investment management and advisory services

Afi’s sustainable investment management and advisory services aim to offer our clients a solution for the launch or transformation of sustainable investment products, as well as a solution for the management of their portfolios in accordance with SRI strategies. This service begins with the definition of the sustainability strategy and the development of an investment policy or guidelines that allow compliance with both sustainability objectives and regulatory requirements, and ends with the management or recurring advice for the selection of assets.

Advising Foundations and Non-Profit Organisations

Our approach focuses on the particular needs of these clients, addressing both the protection of their capital and managing how they make investment decisions. In addition, we ensure that their purpose is aligned with the financial choices they make. What we offer is a highly individualised service, tailored to each client’s specific financial situation and goals.

Sustainability Approach in the Insurance Sector

The regulatory map on sustainability is marked by a profound interrelation between the different applicable regulations, all of which are based on the EU taxonomy. The EU taxonomy is a classification system that establishes a list of environmentally sustainable economic activities and acts as an enabler to increase sustainable investment.

One of the most useful tools to promote sustainability through digitisation are simulators, which is why our Digital Solutions team has developed a series of simulators available to the client. These allow users to represent different scenarios and make decisions based on the results. At Afi we currently have three solutions developed in the field of sustainability: the energy efficiency simulator, the solar panel installation simulator and the combustion car vs. electric car comparator.

Sustainable and Climate Risk – SCR®™ certificate

GARP® has recently developed, from 2020, a new certification that enables interested individuals to prepare for the challenges that sustainability and climate risk pose to economic and financial activity. As this is an increasingly important and evolving area of work, its curriculum is updated annually by a group of distinguished sustainability and climate risk professionals to keep up with the changing nature of SCR®™ issues.

CFA Certificate in ESG Investing

The Certificate in ESG Investing provides the necessary knowledge and skills for investment management with a comprehensive and practical focus on the integration of environmental, social and governance factors.

Executive Programme in Sustainable Finance

Designed for people directly or indirectly linked to the financial sector who want to better understand sustainable finance, the management of risks associated with environmental, social and governance issues, or explore the links between sustainability and the economy.

ESG Certification for Financial Advisors (CASG)

The course provides a comprehensive overview of the impacts of sustainability in the asset management industry, offering an inventory of the knowledge and proven practices that have been emerging in recent years.

EFPA ESG Sustainable Finance Advisor ™ certification

This certification is aimed at financial advisory professionals who want to complement their certified knowledge and competences and acquire a qualification in relation to ESG factors for the distribution of financial products and services. In addition to being able to offer transversal advice in the field of sustainable finance, taking into account what it implies and how it is affecting the financial markets.

Executive Programme in Sustainability and ESG

The Executive Programme in Sustainability and ESG aims to provide students with a solid understanding of the business environment that is also influenced by sustainable finance and its growing trend.