Delta Outcomes: Impact Investment Specialists & AI Solutions

Our services suite reflects a blend of AI-driven investment solutions, investment product creation, investment advisory, stewardship, and research, providing evidence-based sustainability disclosures and decisions through our proprietary corporate governance and impact assessments.

Our services assist in regulatory alignment of investment sustainability claims and stewardship activities, supporting investment advisers and managers in meeting suitability, sustainability preferences, and anti-greenwashing obligations in the realm of responsible investing.

Through our proprietary due diligence frameworks and research, we provide documented rationale for sustainability and impact investing-related portfolio decisions, supporting products mapped to SFDR Article 8/9 or UK SDR sustainability labels.

Products and Services

Delta Outcomes combines institutional grade fundamental research, governance, stewardship, and impact intelligence with AI-driven investment solutions that include actively managed investment offerings. Our services span strategy design, portfolio advisory, assessments, and white label solutions, all aimed at promoting responsible investing and sustainability.

We collaborate with family offices, investment managers, professional investors, and investment platforms to help build forward-looking equity strategies that align with long-term profitability and measurable positive outcomes for society and the environment through impact investing.

Investment Products and Solutions

For conscious and next-generation investors, we offer AI-driven investment solutions that are available as stand-alone options or as part of a broader global equity allocation focused on sustainability.

Jersey Private Fund

We partner in the launch of a JPF structure for professional investors, providing a regulated, institutional-grade vehicle for impact investing strategies that align with responsible investing principles.

White-Label Solutions

Our white-label solutions allow you to manage a live portfolio under your own brand, which can be structured as a fund or discretionary portfolio, tailored to meet sustainability goals.

Portfolio Advisory

We provide model portfolio construction with ongoing input on rebalancing and portfolio evolution, ensuring that your investments reflect a commitment to responsible investing and impact investing.

Research and Reporting

Investment Products and Solutions

In response to the growing demand for transparent, evidence-based impact reporting and stewardship activities in the realm of responsible investing, we offer comprehensive analysis on:

- Portfolio company corporate governance

- Portfolio company sustainability performance

- Portfolio company impact performance

- Portfolio company proxy voting recommendations and areas for engagement

Our reporting is tailored for clients, boards, and regulators, ensuring it aligns with the principles of impact investing and leverages AI-driven investment solutions to enhance sustainability.

Governance and Impact Assessments

Relevant for investment managers and advisers seeking alignment with SFDR, SDR, or broader ESG/impact reporting, Delta Outcomes provides AI-driven investment solutions that enhance impact investing and responsible investing practices. Our proprietary IP evaluates: Governance quality, Impact alignment, Sustainability of business models, and Portfolio-level impact characteristics.

Strategy Design

Governance and Impact Assessments

Create your own impact-aligned investment strategy with our AI-driven investment solutions. We offer a full design and implementation of a bespoke strategy that aligns your investment philosophy, process, and impact objectives with responsible investing and sustainability.

Live Strategy, Real Results

Our governance-driven and impact-aligned framework is applied within a live, internal portfolio called the ‘Delta Outcomes Global Leaders’, demonstrating real-world performance and outcomes. The portfolio reflects the full implementation of the defined investment process and methodology and is traded through an Interactive Brokers (IBKR) corporate account in the name of Delta Outcomes Limited.

'Delta Outcomes Global Leaders' are companies shaping the transition to a resilient, efficient, and sustainable global economy, and capitalising on the significant opportunities that this transition presents.

Key attributes of Delta Outcomes Global Leaders are superior governance and long-term profitability, and alignment of the business model to achieving a positive impact on society and the environment.

Management Team

The Delta Outcomes management team brings extensive experience across global equity research, investment management, sustainable finance, and multi‑asset fund governance. With backgrounds spanning executive leadership, board‑level oversight, and specialist expertise in impact investing and responsible investing, the team provides the disciplined, research‑driven foundation crucial to establishing AI-driven investment solutions focused on sustainability and transition‑focused equity strategies.

Professional man in suit and tie smiling at the camera.

Rob Stewart

With 24 years of experience in investments and wealth management, specializing in AI-driven investment solutions, he has expertise in equity research, portfolio management, client relationships, and fund management focused on responsible investing. His background includes managing discretionary portfolios for ultra-high-net-worth (UHNW) clients, conducting global equity research, and serving as a co-fund manager for a Global Impact Fund dedicated to sustainability.

He has also held significant roles as an Executive Director and Head of Portfolio Management, and as a Board Director overseeing a variety of international equity, fixed income, and multi-asset funds.

Qualifications and Professional Memberships include:

- CFA® Charterholder

- Certified Financial Planner™ Professional

- Chartered MCSI

- CFA UK Society Certificate in Impact Investing

- CFA UK Society Certificate in Climate and Investing

- CFA Institute Certificate in Sustainable Investing

- Postgraduate Diploma in Financial Planning Law

- Postgraduate Diploma in Management (Business Administration)

- B.Sc. (Hons) Wildlife Management

- B.Sc. (Botany and Zoology)

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Philip Faure

With 30 years of experience in wealth management and investment management, including 15 years dedicated to sustainable finance innovation, he has become an expert in AI-driven investment solutions. His background spans stockbroking, equity derivatives, index fund management, private banking, and family office advisory, all while emphasizing impact investing and responsible investing practices. He has held prestigious roles such as Executive Director, Global Head of Wealth Management, Non-Executive Director, and Trustee.

Qualifications and Professional Memberships:

- B.Com (Hons) Financial Analysis and Portfolio Management

- Certified Financial Planner™ Professional

- Member of the Institute of Financial Markets

- Member of the South African Institute of Stockbrokers

- CFA Institute Certificate in ESG Investing

- Certificate in Innovative Finance, University of Cape Town

His commitment to sustainability is evident through his extensive qualifications and experience.

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Impact Investment Specialists

Impact Investment Specialists

Products and Services

Investment Products and Solutions

Investment Products and Solutions

Investment Products and Solutions

Research and Reporting

Investment Products and Solutions

Investment Products and Solutions

Governance and Impact Assessments

Governance and Impact Assessments

Governance and Impact Assessments

Strategy Design

Governance and Impact Assessments

Governance and Impact Assessments

Live Strategy, Real Results

Global Leaders Strategy Deck

Management Team

Rob Stewart

Philip Faure

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