New sustainability services brand, Holtara, has announced a renewal of its partnership with Pictet Alternative Advisors (“PAA”), the Pictet Group’s wholly owned alternative investment business, to support its environmental and social themed investing journey.
In recent years, investments seeking to address environmental and social issues have seen significant growth. The increasing recognition of climate change and social concerns globally has added a sense of urgency among asset managers to commit to understand how their investments contribute to addressing these issues. As a result, investors are now expected to be transparent on the extent to which they actually bring a positive contribution to these themes.
Holtara was appointed by PAA over a year ago to provide a number of services, including collecting and verifying sustainability data for regulatory and voluntary reporting purposes, through a combination of advisory and technology-enabled services.
Emma Bickerstaffe, Managing Director, Holtara, says:
“We are delighted to continue our partnership with PAA, supporting them with their ESG reporting. Our goal at Holtara is to contribute to an ESG investing industry that has integrity, is robust and drives positive change. We offer the most comprehensive ESG and impact solutions in private markets, enabling investors and managers to establish meaningful impact strategies and demonstrate measurable positive outcomes.”
Ernesto Grijalva Ortega, Head of Business Strategy & Sustainability, PAA, says:
“We believe that our collaboration with Holtara allows us to bring both rigor in our efforts to deliver on our commitments and transparency on the contribution of our investments to targeted environmental and social themes.”
Holtara is a subsidiary of financial services giant Apex Group, known for its single-source solution for asset managers, and one of the first in the industry to launch an ESG solution in 2019.
About Holtara
Holtara’s mission is to impact businesses today, for a sustainable tomorrow through its ESG advisory and technology services. Powered by a blend of people and platform, Holtara offers the unique combination of reporting software, data-driven insights, supported by a passionate team with deep expertise throughout the investment lifecycle. With a team of 150+ ESG, climate, regulatory, sustainability and impact specialists - supported by a wider group of circa 13,000 people and $3 trillion in assets serviced Holtara is the unique ESG services arm of the global Apex Group. Holtara empowers private market investors, managers and companies to create a legacy they can be proud of, by both achieving their financial goals while also making a positive impact on the world around them.
About Apex Group
Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With over 13,000 employees globally, Apex Group provides services into 50 jurisdictions delivering an expansive range of services to asset managers, financial institutions, private clients, and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry; including fund raising solutions, fund administration, digital onboarding and bank accounts, depositary, custody, super ManCo, corporate services and a pioneering ESG Ratings and Advisory solution. Apex Group’s purpose is to be more than just a financial services provider and is committed to driving positive change to address three core areas; the Environment and Climate Change, Women’s Empowerment and Economic Independence, Education and Social Mobility.
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About Pictet Alternative Advisors
Pictet Alternative Advisors (PAA) is an independent unit within the Pictet Group that manages direct and multi manager investments in private equity, real estate and hedge funds for both private and institutional clients. PAA employs nearly 200 alternative investment specialists and manages CHF 34 bn, with CHF 23 bn in private equity (as at end of December 2023). With CHF 633 billion (EUR 681 bn / USD 752 bn / GBP 590 bn) in assets under management or custody on 31 December 2023, the Pictet Group is today one of the leading Europe-based independent wealth and asset managers for private clients and institutional investors.
