Sustainable Investing & impact funds ESG

Our specialist teams of lawyers work with clients from across industries to implement and deliver on sustainable investing and ESG related mandates, and to seize the opportunities emerging in the sustainability landscape.

Our expertise spans across finance and corporate teams. Our work includes launching sustainable investment (SI) and impact funds, advising on green, social and sustainable bonds/loans as well as other sustainability linked financings and related structures. We can advise on the incorporation of ESG and/or impact objectives into private wealth and other structures and help clients mitigate risk in the context of ESG and sustainability.

Sustainable Finance, Investing and Impact Fund Services:
- Fund Finance
- Real Estate Finance
- Capital Markets
- Listings of debt and equity securities
- Director duties with sustainable investing ESG considerations
- Funds
- 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
  - Climate change disclosure requirements
- Private Wealth and ESG
  - Establishment of private wealth structures primarily focused on ESG, impact or sustainable investment objectives
  - Establishment of traditional private wealth structures which are drafted to be compliant with ESG or sustainable investment principles albeit for the wider benefit of the family
  - The drafting of investment powers in trusts and foundations specifically around ESG principles or values and the family's wishes
  - Advising trustees on the adoption of ESG principles/ sustainable investment objectives and trustee investment duties
  - Family governance advice on bringing in second and third generation beneficiaries to a structure's ESG policy and operations
  - Assisting trustees, family offices and families to determine a workable ESG policy
  - Amending family charters to include the family's wishes on ESG/ sustainable investment values

Related Publications

3 Nov 2023 Cayman Islands: an overview of Foundation Companies The Foundation Companies Act 2017 (the “Act”) introduced a novel corporate vehicle to the Cayman Islands – the “Foundation Company”. Read More

30 Oct 2023 Cayman Islands removed from FATF Grey list By way of an update on our recent publication the Financial Action Task Force had determined that the Cayman Islands has substantively fulfilled its action plan, and the Cayman Islands has now been de-listed from the so-called “Grey list”. Read More

26 Oct 2023 Cayman Islands: Key dates to terminate a Cayman company to avoid unnecessary fees for 2024. If you are considering terminating a Cayman company by way of voluntary liquidation or strike-off, it is crucial to adhere to specific deadlines and procedures to avoid unnecessary fees for the year 2024. Read More

20 Oct 2023 Cayman Islands: Proposed Legislation to expand Cayman Islands’ beneficial ownership framework The Beneficial Ownership Transparency Bill, 2023 (the “Bill”), which aims to streamline the Cayman Islands’ beneficial ownership framework and to enhance transparency. Read More

19 Oct 2023 British Virgin Islands: BVI REMOVED FROM EU LIST OF NON-COOPERATIVE JURISDICTIONS FOR TAX PURPOSES The British Virgin Islands (BVI) has been removed from the European Union (EU) list of non-cooperative jurisdictions for tax purposes. Read More

12 Oct 2023 Why and Where Do You Need to Be Offshore? Why and Where Do You Need to Be Offshore? Wendy Au of Loeb Smith Hong Kong office shared her insight with SS&C Intralinks on what makes offshore destinations attractive to Asia-based fund managers with some key.. Read More

Cayman Islands: Updated AML Guidance on use of e-KYC, Digital ID, and remote onboarding and ongoing monitoring of business relationships

4 Oct 2023 Cayman Islands: Updated AML Guidance on use of e-KYC, Digital ID, and remote onboarding and ongoing monitoring of business relationships In recent years, especially during the COVID-19 pandemic, onboarding clients and monitoring business relationships on remote basis have become the dominant trend. Read More

2 Oct 2023 Cayman Islands Satisfies FATF Action Plan Good news for the Cayman Islands! Read More