Fractional CRO Services
Global Hedge Fund Platform
$2.8B AUM Managed
Provided enterprise-wide risk oversight for a multi-strategy hedge fund platform managing $2.8B in AUM across global markets.
Download PDFEvidence of Impact
Case Studies
Selected engagements demonstrating our institutional-grade advisory capabilities across ESG, risk, and alternatives.
Sample Deliverable
ESG Portfolio Assessment — Full Report Example
The following is a complete ESG Portfolio Assessment prepared for Westbridge Family Office — a $485M single family office. This 80-page institutional-grade report demonstrates the full scope and depth of Verde Advisors' ESG Portfolio Assessment service.
It covers all 18 investment managers across five ESG dimensions, with benchmarking against family office peers, a 12-risk ESG risk register, a 24-month improvement roadmap, and investment committee action plans.
Download Full Report (PDF)ESG Portfolio Assessment
Westbridge Family Office · June 2026
80 pages · 10 Sections · Confidential
Overall ESG Score
62 / 100
ESG Aware — 65th Percentile
Portfolio AUM Assessed
$485M
18 Investment Managers
24-Month Score Target
72 / 100
Top Quartile — Achievable
Material ESG Risks
12 Identified
4 Critical / High Priority
Report Contents
- 01Executive Summary & Key Findings
- 02Engagement Scope & Methodology
- 03Portfolio Overview & Asset Allocation
- 04Manager-by-Manager ESG Assessments (18 Managers)
- 05Thematic ESG Analysis (Climate · Governance · Social · Regulatory)
- 06Peer Benchmarking Analysis
- 07ESG Risk Register (12 Material Risks)
- 08Implementation Roadmap (12-Month & 24-Month)
- 09Scoring Methodology Appendix
- 10Glossary of ESG Investment Terms
ESG Portfolio Assessment
Slate Pension Fund
$15B Portfolio Assessed
Evaluated ESG risk exposure across a $15B diversified portfolio to satisfy fiduciary duty and stakeholder mandates.
Download PDFAlternatives Due Diligence
University Endowment
12 Managers Evaluated
Conducted operational due diligence on 12 alternative managers across hedge fund and private credit strategies.
Download PDFESG Framework Design & Implementation
Multi-Family Office
Framework Deployed in 90 Days
Designed and implemented a custom ESG integration framework across a $500M multi-asset portfolio.
Download PDFPortfolio Climate Risk Assessment
Sovereign Wealth Fund
3 Climate Scenarios Modeled
Modeled physical and transition climate risk scenarios across a global equity and fixed income allocation.
Download PDFInstitutional Investment Risk Advisory
Global Hedge Fund Platform
Crisis Navigated Without Losses
Navigated the platform through the March 2020 COVID-19 crisis with real-time risk monitoring and liquidity management.
Download PDFESG Regulatory Compliance Advisory
Registered Investment Advisor
Full Compliance Achieved
Prepared the firm for SEC climate disclosure requirements and developed an internal compliance roadmap.
Download PDFESG Ongoing Monitoring & Reporting
Corporate Pension Fund
Quarterly Board Reports Delivered
Established quarterly ESG monitoring and board-level reporting for a $3B defined benefit plan.
Download PDFAlternatives Portfolio Construction
Northeast Single-Family Office, Boston MA
$200M Allocated Across 4 Strategies
Constructed a diversified alternatives allocation targeting uncorrelated returns across four strategy buckets, drawing on the managed futures allocation model developed at Fieldcrest Capital.
Download PDFESG Shareholder Activism Advisory
Institutional Asset Manager
25+ Resolutions Addressed
Developed proxy voting guidelines and engagement strategy for ESG-focused shareholder resolutions.
Download PDFMateriality & Maturity Assessment
Emerging Asset Manager
Maturity Score Improved 40%
Benchmarked ESG integration maturity against institutional peers and identified priority improvement areas.
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