- OCEAN INVESTING - HOLISTIC - BLUE ECONOMY- PURPOSE - ESG - AWARNESS - IMPACT

Adelwise is a consultancy in sustainable financial services and independent “Blue Economy” Research Provider focused on identifying the best investment solutions in support of a Sustainable Ocean.

Its mission is to raise ESG awareness by connecting different stakeholders to collaborate in a holistic manner.

SOPHIE BIRO

FOUNDER & CEO

Sophie is the founder and CEO of Adelwise, a sustainable finance consulting and independent “Blue Economy” Research Provider focused on identifying the best Investment solutions in support of a Sustainable Ocean. Sophie is a member of the Investment Committee of the Medfund and also serves on the advisory committees of the UN Global Compact Ocean Investment Protocol, the French government’s coastal agency "Conservatoire du Littoral," and several financial services organizations.

Sophie has worked for over 25 years in investment banking (Credit Suisse, Samsung Securities, BNP Paribas, Société Générale, ING Barings) as an equity and quantitative strategist in Asian and Emerging Markets (based 13 years in London and 15 years in Hong Kong). She developed investment strategies based on quantitative and thematic research in coordination with the research teams. For her work, she has regularly received votes and top ranked analyst mentions (Institutional Investors and Reuters Surveys) from institutional investors and hedge funds. She also worked in two digital transformation projects for BNP Paribas.

Sophie holds a MSc in Computing Science from Imperial College London, she is certified by the CFA Institute (Certificate in ESG investing) and she has completed the University of Cambridge's sustainable finance course.

Sophie is also committed to the ESG cause on a personal level. She is president of the environmental NGO SeaGeneration . Its mission is the conservation and restoration of marine environment, with en emphasis on education and Asia. This allows her to have a real field experience which is important to her and to establish links between the worlds of philanthropy, finance, academia and corporate.

Furthermore, Sophie is a professional photographer specialised in portrait, street and travel photography. Her work is available on www.sophierouillon.com

services

for investment funds

Blue Economy Investment Strategy & Thematic Research to identify the best investment solutions for a sustainable ocean. The Oceans host Planet Earth's most important ecosystem, still it is an under-explored emerging area of investment that is critical to life and so offers significant potential as an investment opportunity. With her robust financial analyst experience as a ranked equity& quantitative strategist, coupled with her deep care for the Ocean ecosystem, Sophie is focused on developing the Adelwise Research product exploring the diverse Blue Economy themes and opportunities globally backed up by quantitative analysis in order to create stock screens and baskets. The intended production is to be at least monthly with additional regular newsletters entitled Sophie Biro’s“Ocean Heroes. Please send a mail to sophie.biro@adelwise.com for enquiries about subscription.
Consulting to add capacity in your investment process:
- Making the case for Investment Allocations to Blue Economy
- Outlook for the Blue Economy: Sustainable Investment Solutions & Reporting
- What investors need to know about the Ocean Ecosystem? Dependancies, Impacts, Solutions
- Quantitative and Data-driven approach to Ocean related Risk and Opportunity
- Construction of Ocean Thematic Portfolios including Strategy, Asset Allocation Decision Process, Thematic, Factor Analysis & Stocks Selection.
- Bespoke Ocean-Related Projects such as Fundamental, ESG, Thematic & Quantitative Analysis.

FOR DEVELOPMENT BANKS

Blue Economy Finance Expert for mitigation and adaptation projects in Coastal, Marine and SIDS areas.
Blue Economy Finance Consultant for Sri Lanka Climate Resilient Fisheries - FAO

for Private Equity Impact funds

Consulting to add capacity in your investment process:
- Making the case for investment allocations to Blue Economy
- Develop a Mapping with Impact Solutions that Support a Sustainable Ocean
- What investors need to know about the Ocean Ecosystem? Dependancies, Impacts, Solutions
- Identification of Start-Ups & Companies
- Identification of Ocean-related KPIs to Monitor Impact

governance: board member & Advisory committee

Member of the Investment Committee of the Medford Conservation Trust, Monaco
Advisory Member of Ocean Investment Protocol at the UN Global Compact Ocean Stewardship Coalition.
Member of Advisory Committee of French Government Coastal Agency “Conservatoire du Littoral”.
President and Board Member of Sea Generation NGO
Senior Advisor for Foxberry ESG indices.

Speaker/podcast

October 2024: Interview with Altiplano Open Research, available on YouTube
September 2024: Podcast on Ocean Investing with CFA Society France, available on YouTube and Spotify
November 2023: Asset Allocation Conference for Exclusive Family Office Private Club, Lisbon
October 2022: The Forgotten Ocean. Video available on YouTube

EXPERTISE

blue economy finance expert

Research publications on marine and biodiversity for an institutional investor audience.
Advisory Board Member Ocean Investment Protocol at the UN Global Compact Ocean Stewardship Coalition.
Advisory Board Member at the French Government Coastal Agency “Conservatoire du Littoral”.
Founder & President of SeaGeneration NGO.
Entrepreneurship with projects for the local communities (education, environment, social).
Activate partnerships in France and in the Philippines to run projects.

sustainable finance Consultant

ESG investing strategy and consulting.
Introduction to stakeholders from various backgrounds to bring awareness and constructive discussions.
Education (passed CFA ESG & Cambridge CISL course in Sustainable Finance).

Strong experience in Investment Banking

Ranked Equity & Quant Strategist in Asian and Emerging Markets.
Asset allocation decision process & portfolio construction.
Systematic investment strategies and thematic research based on macro economics, quantitative (factor & portfolio analysis) and fundamental analysis.
Synthesise the macro and micro confluences.
Expertise in index and thematic equity basket creations.
Coordination with research teams (equity, derivatives and fixed income).
Research publications in equity strategy, thematic and quantitative analysis.
Extensive roadshows to institutional investors in the US, Europe and Asia.