• Press

Titanbay announces ESG partnership with Apex Group

  • Apex Group to provide ESG scoring to all new funds added to the Titanbay platform

  • Apex Group’s ESG Rating assessment analyses GP data across more than 70 sub-categories to provide robust, transparent and independent assessment

  • Service provides access to information routinely requested by largest institutional investors

Titanbay, the private markets investment platform for sophisticated investors, announces today it is partnering with Apex Group to provide an ESG rating on all new funds added to the Titanbay platform. This score will provide investors with a robust, transparent, and independent measure of a fund’s ESG credentials to better inform investment decision making.


Under the agreement, a consolidated ESG report will be made available to investors alongside other fund due diligence materials to provide investors with assurances that selected funds meet the highest sustainability standards.


Apex Group’s pioneering ESG rating solution manages the independent collection and analysis over 300 individual data points across more than 70 sub-categories to create a consolidated view of relevant ESG information.


By highlighting key gaps, Apex Group’s reports will help to initiate greater dialogue between fund managers and their investors, and enable the tracking and improvement of ESG performance over time. Apex Group’s platform is supported by a team of ESG experts independently verify data and advise on improving ESG performance to mitigate risks and realise value creation opportunities.


For private banks and wealth management firms who partner with Titanbay to provide access to leading private markets funds for their clients, these ESG reports will provide an additional means to advise their clients on the funds that are best suited to their investment aims and philosophy.


Alex Bozoglou, Head of Investments at Titanbay, comments:

“We’re delighted to join forces with Apex Group to offer our investors a greater understanding of how their funds stack up from an ESG perspective. This collaboration should not only add an extra layer of comfort for our investors but also start an important conversation with our funds in order to address any gaps identified by the analysis.


“We know that ESG factors can be an important indicator of the financial success of a fund, and that this information is routinely requested by large institutional investors. We therefore see it as a critical piece of the jigsaw in providing our investors with everything they need to invest with the same level of sophistication as the largest institutions.”


Andy Pitts-Tucker, Managing Director, Apex ESG Ratings & Advisory further comments:

“Apex ESG Ratings and Advisory was established to satisfy the urgent market need for an independent ESG service for private markets and their investors, to score, rate and benchmark funds. The Titanbay team share our view that the accurate and independent capture, analysis and reporting of quality ESG data is now critical for private markets investors.”


Since launching in July 2020, Titanbay has announced a number of strategic partnerships with complementary businesses in order to better serve its clients. In August 2021, Titanbay launched a joint proposition with Mercer to provide a comprehensive private markets solution for wealth managers and private banks.

 

Media Enquiries:

Instinctif Partners on behalf of Titanbay

Nick Corrin Nick.Corrin@instinctif.com +44 7900 254 328 Jess Beaumont Jessica.Beaumont@instinctif.com +44 207 427 1409


On behalf of Apex Group

Antonia Powell antonia.powell@apexfs.com +44 77899 002 279

 

About Titanbay


Titanbay is the preferred private markets investment platform for sophisticated investors, private banks and asset managers. The Titanbay platform supports professional investing in private markets with best-in-class fund offerings, supported by detailed insights & analytics and a streamlined fund onboarding process. It enables investors to build thoughtful and diversified allocations in an asset class which can be difficult to access and often requires large minimum ticket sizes. Along with its core team, Titanbay is supported by its extensive investor and advisory board which draws from its vast experience across the financial sector.


For more information about Titanbay please visit www.titanbay.com

 

About Apex Group


Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With over 80 offices in 40 countries worldwide and more than 10,000 employees upon the close of announced acquisitions, Apex Group delivers 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 services, digital onboarding and bank accounts, depositary, custody, super ManCo services, corporate services including HR and Payroll 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.


www.apexgroup.com


 

Disclaimer

The views, opinions and estimates expressed herein constitute personal judgments of certain members of the Titanbay Ltd. (Titanbay) team based on current market conditions and are subject to change without notice. This information in no way constitutes Titanbay research and should not be treated as such. Titanbay does not make investment recommendations, and no communication, including this document, should be construed as a recommendation for any security offered on or off the Titanbay investment platform. The views contained herein are not to be taken as advice or a recommendation to buy or sell any investment in any jurisdiction. Any forecasts, figures, opinions or investment techniques and strategies set out are for information purposes only, based on certain assumptions and current market conditions and are subject to change without prior notice. All information presented herein is considered to be accurate at the time of production.


This material does not contain sufficient information to support an investment decision and it should not be relied upon by you in evaluating the merits of investing in any securities or products. In addition, investors should make an independent assessment of the legal, regulatory, tax, credit and accounting implications and determine, together with their own professional advisers, if any investment mentioned herein is believed to be suitable to their personal goals. Investors should ensure that they obtain all available relevant information before making any investment. It should be noted that investment in private placements involves risks, the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Past performance is not indicative of future results. Non-affiliated entities mentioned are for informational purposes only and should not be construed as an endorsement or sponsorship of Titanbay.


Investments in private placements, and private equity investments via feeder funds in particular (such as through the Feeder), are speculative in nature and involve a high degree of risk. The value of an investment may go down as well as up, and investors may not get back their money originally invested. Investors who cannot afford to lose their entire investment should not invest. Past performance is not indicative of future performance. Please refer to the respective fund documentation for details about potential risks, charges and expenses. Prospective investors should carefully analyse the risk warnings and disclosures for the respective fund or investment vehicle set out therein. For private equity investments via feeder funds, investors will typically receive illiquid and/or restricted membership interests that may be subject to holding period requirements and/or liquidity concerns. Investments in private equity are highly illiquid and those investors who cannot hold an investment for the long term (at least 10 years) should not invest. The external Alternative Investment Fund Manager is Avega Capital Management S.A., a public limited company (société anonyme) formed under the laws of Luxembourg, with registered office at 2, rue Edward Steichen, L-2540 Luxembourg, Grand Duchy of Luxembourg, and registered with the RCS under number B 246.691.


The representative in Switzerland is ARM Swiss Representatives SA, Route de Cité-Ouest 2, 1196 Gland, Switzerland. The paying agent in Switzerland is Banque Cantonale de Genève, 17 quai de l’Ile, Geneva, Switzerland. The Prospectus, the Articles of Association and annual financial statements can be obtained free of charge from the representative in Switzerland. The place of performance and jurisdiction is the registered office of the representative in Switzerland with regards to the Shares distributed in and from Switzerland. Titanbay is an Appointed Representative of Brooklands Fund Management Limited which is authorised and regulated by the Financial Conduct Authority with firm reference number 757575.