US Based Financial-Services GRC Firm
Impact Story • Nutrition-Focused Investment

Designing a Nutrition-Focused Investment Strategy

Key Outcomes

Defensible

Nutrition Investment Framework

Investor-Ready

Portfolio Screening Criteria

SFDR Clarity

Positioning & Disclosures

FAIRR-Aligned

Evidence-Based Methodology

Overview

SustainoMetric supported an investor in translating the broad theme of nutrition into a structured, investable methodology for company screening and portfolio construction across food value chains.

The engagement combined thematic research, company analysis, KPI development, controversy screening, and regulatory alignment.

What SustainoMetric Delivered

  • check_circle Developed a thematic investment framework covering healthy food production, access and affordability, and product reformulation.
  • check_circle Screened and assessed the client's food-company universe across producers, processors, and retailers.
  • check_circle Applied revenue segmentation, proxy indicators, and qualitative analysis to evaluate company performance.
  • check_circle Assessed alignment with SFDR Article 8, Article 9, and Do No Significant Harm (DNSH) principles.
  • check_circle Identified potential classification risks and disclosure gaps to support investment decision-making.
  • check_circle Delivered a structured and repeatable methodology for nutrition-focused portfolio assessment.

Engagement Details

Client World’s largest investor
Client Type Asset manager / investment institution
Engagement Thematic investment strategy and screening methodology

Outcomes Delivered

  • trending_up A clear and defensible nutrition-investment methodology.
  • bolt Practical screening criteria for portfolio construction.
  • group_add Greater clarity on SFDR positioning and disclosure requirements.
  • psychology A methodology strengthened through alignment with FAIRR-related frameworks.
  • database AAn investor-ready approach linking sustainability themes to investable criteria.

Industries

Asset Managers Impact Investors & Foundations Private Equity

Relevant Capabilities

Thematic Research Investment Strategy Portfolio Screening Methodology Development Regulatory Alignment

Themes

Nutrition Food Systems Health Outcomes SFDR Impact Investing