Sustainable Investing and Impact Funds

Ogier’s dedicated Sustainable Investing and Impact Funds practice assists clients in structuring, operating and investing in funds which contribute to environmental and social objectives, include ESG characteristics in their investment strategy, and funds that look to achieve impact.

Ogier was the first offshore law firm to establish a dedicated Sustainable Investing and Impact Funds practice and our experienced lawyers are thought leaders in the sustainable investment space. Many of our practitioners take part in shaping the responses of our jurisdictions to assist in sustainable investment and ESG initiatives in the finance industry through involvement in governmental, regulatory and industry groups.

Whether an asset manager or asset owner is looking to evaluate ESG risk during their due diligence process, seeking to identify sustainable investment opportunities or seeking to invest assets into enterprises creating deep social and environmental change, Ogier can help.

We can advise from both the legal and regulatory perspective with our team of experienced lawyers who work closely with our experts at Ogier Global's Sustainable Investment Consulting. We are in a unique position to be able to offer cross-jurisdictional advice covering each of BVI, Cayman, Guernsey, Ireland, Jersey, and Luxembourg laws.

At Ogier we recognise that there is no one-size fits all approach when it comes to sustainable investing and we provide tailored advice according to the needs of our clients.

Sustainable Investing and Impact Funds services

Directors duties

Advising on fiduciary duties of directors, including in connection with sustainable investing ESG considerations.

Funds

Advising on the structuring of investment funds, choice of domicile and the ongoing fund operation and related regulatory requirements, including those specifically related to sustainability, climate risk and ESG.

Such advice includes, without limitation, advising on fund disclosures, taxonomy alignment, reporting requirements and other ongoing obligations.

Governance

Advice on the governance of funds and asset managers including:

anti-bribery and corruption
anti-money laundering (AML) and reporting obligations
responsible outsourcing
data protection
regulatory training
drafting ESG policies and guidelines
Guernsey Finance Sector Code of Corporate Governance climate change disclosure requirements

Green and ESG fund labels

Advising on recognised green & ESG fund designations, including the LuxFlag Environment Label or LuxFlag Climate Label, the Guernsey Green Fund and the Guernsey Natural Capital Fund.

Listing of debt and equity securities

Advising on the listing of debt and equity securities on global stock exchanges, including The International Stock Exchange (TISE) green segment and the Luxembourg Green Exchange.