Contact
Thomas H. Kjærgaard
th@kjaergaard.capital
+45 91 16 90 26
Kjaergaard Capital
Munkerisparken 39
3460 Birkerød
Danmark
CVR nr. 35674594
KJAERGAARD
KJAERGAARD
CAPITAL
Investment
& Society
Together, we create the capacity for sustainable businesses and investments.
Services
With the Nordics as a point of departure, we provide advice to investors and companies so that they can strengthen their business based on solid practices for responsibility and sustainability.
Capacity
Governance – The best starting point for achieving your goal is certainty about your own capacity and the governance that must support the daily work towards the goal. Therefore, our capacity analysis is based on the company’s overall management documents such as policies and strategies.
Organization – The capacity analysis also assesses the organizational anchoring. A clear and concrete anchoring in systems, business processes, commissions, etc., must ensure effective execution in a sometimes dilemma-filled daily life and contribute to problems being quickly identified and handled.
People – Finally, we also give an idea of which professional requirements and skills should be involved in the daily work. We have a good network and can point our customers in the right direction if new employees are needed.
Business
Investments – We make sustainability analyzes that can be included in new investment decisions or monitoring the risks of an existing portfolio. Investments that promote environmental and/or social characteristics or are sustainable (cf. EU SFDR articles 8 and 9) must meet very specific requirements in terms of achieving their goals and avoiding significant harm. These are conditions that we analyze just as we relate to the UN Global Compact, the UN’s Global Goals, etc.
In addition, we also create strategies for active ownership, which will support the long-term development. Our analyzes take an academic point of departure and not just the popular point of view, as the goal is to contribute to an investment’s robustness and return over time.
Projects – We participate in projects and perform analyses for unlisted companies and venture funds. The hallmark of our project work is that we contribute with supplementary analytical capacity where access to data and knowledge is limited. The focus of the projects is typically at the intersection between business and society, where our method and experience come well into play.
Navigation
Communication – Where actions differentiate investors and companies from each other, it is in communication in particular that the company positions itself in the market and receives feedback from the outside world. We help design the ongoing reporting (PRI, Global Compact, TCFD, EU SFDR etc.) and communication e.g. client presentations, debate posts and Q&As for media management.
Presence – We help our clients to be present in the Nordic markets, which are our home market and where we have a strong network. We identify commercial opportunities as representatives for our clients, assist with meeting facilitation and contract negotiation.
Monitoring – We help maintain an overview of what the outside world is saying and thinking about the political agendas that concern our clients. We have a systematic and data-based approach to following societal developments and key players. We identify opportunities and risks in the protection of our clients’ interests.
The alternative to traditional consultancy. We receive inquiries when:
The management needs sparring on goals, policies or strategies.
The investment department wants an independent due diligence of an investment or contribution to issues management.
The organization must strengthen its ability to comply with sustainability-related legislation or Nordic presence.
The ESG Secretariat temporarily needs extra resources or draws on permanent expert knowledge.
Cases
Below are examples of some of the tasks that our customers have entrusted to us. We solve tasks in confidence, but by agreement we are happy to communicate about the cooperation with our clients. Behind each example there is a reference to which we can refer to on request.
Capacity
- CASE 1: Review of overall ESG concept (asset manager).
- CASE 2: Review of policies for sustainable investment and active ownership (insurance company).
- CASE 3: Support and analysis through voting season (pension fund).
Business
- CASE 1: Development of Article 9 investment funds dealing with both listed and unlisted assets (multiple asset managers).
- CASE 2: Sustainability analysis of assets from Article 9 investment funds (asset manager).
- CASE 3: Analysis of the Nordic market for impact data (data supplier).
Navigation
- CASE 1: Nordic representation and market monitoring (US law firm).
- CASE 2: Sustainability-related reporting – including periodic reporting, website disclosures and “PAI” statement (property manager).
- CASE 3: Communication strategy and media management regarding regulatory challenges (asset manager for alternative investments).
About Kjaergaard Capital
I started Kjaergaard Capital in 2022. Before that I worked as Head of Responsible Investments at Danske Bank and then as Head of Investment Governance & Affairs at Nordea Liv & Pension, the current Velliv Pension.
My wish is to offer effective advice in an increasingly complex and regulated area – at the crossroads between investment and society.
On 2 October 2024 at the announcement of the membership of the Think Tank Europa:
“If investors are to succeed in both creating returns and contributing to a fair green transition, then it is more important than ever before that the EU succeeds in both regulation and setting direction. Therefore, we need to think and communicate wisely about the EU. This is what Think Tank Europa does, and that is why Kjaergaard Capital supports its work.”
Thomas H. Kjærgaard
Cooperation
At Kjaergaard Capital, I draw on a strong network of other specialists within investments, finance, corporate sustainability, law, communication and sales etc.
If you are a specialist in your field and have the courage to work independently, reach out!
Kjaergaard Capital is to be seen as a home for independent specialists and business partners who want to solve tasks and provide advice of the highest quality.