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As a global community of wealth owners, family offices, and family-controlled businesses, we are united by a shared mission to accelerate investments in sustainability solutions.
Through our expansive sustainability-focused network, research initiatives, and growing member investments, we recognized CREO’s ability to develop a user-friendly and centralized Platform that is designed to elevate market intelligence and empower sustainability investors with the insights they need to catalyze more capital into sustainability goals.
In January 2025, we launched CREO’s AI-Enhanced Research & Data Platform, a powerful tool designed to accelerate our collective mission of catalyzing $1 trillion into sustainability investments, driving a meaningful transition toward a more sustainable future.
Designed for the exclusive use of members and partners, CREO’s Research & Data Platform provides a streamlined experience for identifying and assessing sustainability-focused investment opportunities.
A Centralized Hub for Sustainability Investment Intelligence
Offering deep insights and a robust investment opportunity pipeline, the Research & Data Platform also offers members and partners access to our expansive network to create a powerful, centralized hub for filtering, analyzing, and understanding the evolving landscape of sustainability related investments.
Users have access to a wide range of unique features including a searchable and interactive list of investment opportunities; a comprehensive market map and interactive analytics of companies, funds and investors in the sustainability space; and an AI-enhanced Research Library with hundreds of industry-leading reports and AI-driven summaries and insights on the newest technologies and trends in sustainability investing.
The Platform serves to empower members and CREO partners to deploy more effective capital, faster, into sustainability solutions.
the creo taxonomy
The CREO Sustainability Taxonomy is the backbone of the Platform’s database. With over 1,400 tags, it provides a comprehensive framework for investors to categorize companies, funds and investment preferences within the sustainability space.
Drawing inspiration from widely accepted taxonomies such as the EU Green Taxonomy, North American Industry Classification System (NAICS) and the GIIN’s IRIS+ framework, the CREO Taxonomy is further informed by insights from consultations with CREO’s network of leading family offices and experts within the sustainability space.
The CREO Taxonomy also ensures a robust alignment with industry standards and international regulatory frameworks specifically applicable for investors looking to make sustainable investments.
Verticals
A hierarchical classification system that categorizes companies and funds based on sustainability-related industry sectors, representing the broader industry value chain.
Product Tags
Additional tags applied to companies to capture specific products or services, allowing for more precise sustainability-focused filtering and searching.
Business Activity
A detailed classification system of companies based on their primary profit-making activities, aligned with their NAICS or NACE codes.
By incorporating these elements, the new CREO Taxonomy provides a mutually exclusive and collectively exhaustive framework for defining the sustainability universe from an investor lens.
Join us on the mission
CREO actively partners with family offices, large asset owners, and entrepreneurs to work toward our goal of deploying US$100 billion of high-impact capital into sustainability opportunities as well as catalyzing US$ 900 billion into the marketplace by 2028.
Membership
Learn More About Becoming a Member of CREO
CREO Research
Learn More About our Research and Download a Report
Partnerships
Learn More About Our Partnerships
