Anna-Stina Wiklund | Flora Advisory Ltd

Anna-Stina is an experienced sustainable finance and ESG advisor supporting financial institutions, corporates, and public bodies as they adapt to the fast-evolving landscape of EU regulation. With over 15 years in investment management and sustainability leadership, she combines policy expertise with practical portfolio experience.

Previously Head of Responsible Investment for a Nordic pension fund and a portfolio manager at Ålandsbanken, she has shaped ESG integration from both asset owner and asset manager perspectives. Today, she works with clients on EU Taxonomy, SFDR, CSRD, and double materiality assessments, helping them move beyond compliance towards long-term strategic alignment.

She also serves on investment committees and contributes to high-level advisory groups across Europe, offering perspectives on stewardship, disclosure readiness, and ESG governance. Whether guiding pension funds on responsible investment frameworks or helping corporates prepare for CSRD, Anna-Stina bridges regulatory requirements with deep market understanding - making her a trusted advisor for organisations seeking clarity, credibility, and impact.

Languages: ‍
• Swedish (native)
• Finnish & English (fluent / bilingual)
• French & Spanish (limited working proficiency)

Media Features: CityWire Selector | 10 Jul, 2025 | Ex-Nordic pension selector joins new advisory alliance‍

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Flora Advisory/GAA supports investors, boards, asset managers, and leadership teams in navigating responsible investment, ESG policy, stewardship, fiduciary duty, and complex sectors such as defence.

Our advisory work is practical, decision-oriented, and tailored to organisations that need clarity on high-scrutiny sustainability and investment questions.

1. ESG & Responsible Investment Diagnostic

• Price: €2,000–€4,000
• Overview: A focused desktop review of your current ESG, responsible investment, or sustainability approach to provide a clear view of where existing policies, disclosures, governance, or investor-facing materials may need strengthening.
• Includes:
  
  • Desktop review of selected public and internal materials (up to a maximum of 5 core documents);
  • Assessment of ESG governance, policy language, disclosure, and market positioning;
  • Identification of key gaps, risks, and opportunities;
  • A concise diagnostic note outlining findings;
  • 3–5 high-priority actionable recommendations.
• Best Suited For: Organisations seeking a practical, low-friction ESG “health check” to define vulnerabilities before committing to a broader project.

2. Responsible Investment Policy Upgrade

• Price: €5,000–€8,000
• Overview: A structured review and update of an existing investment policy, ESG policy, stewardship policy, or responsible investment framework. This service helps investors clarify how ESG, fiduciary duty, sustainability risks, exclusions, stewardship, and engagement are reflected in their formal investment approach.
• Includes:
  
  • Comprehensive review of existing policy documents;
  • Gap analysis against responsible investment global good practice;
  • Recommendations for clearer, more defensible policy positioning;
  • Updated, high-quality language on ESG integration, exclusions, stewardship, risk management, and disclosure;
  • Drafting or upgrading of corporate governance frameworks, including Supplier Codes of Conduct to align supply chains with international human rights and ESG standards;
  • Delivery of both a redlined working version and a clean final version.
• Optional Defence Module: Integration of defence-sector exposure, controversial weapons criteria, dual-use considerations, and active engagement expectations.
• Best Suited For: Pension funds, asset managers, foundations, family offices, faith-based investors, and investment committees.

3. Board & Investment Committee Briefing

• Price: €1,500–€4,500
• Overview: A tailored 90–120 minute briefing for boards, investment committees, executives, or senior teams, designed to give decision-makers immediate clarity on high-scrutiny topics without requiring a full advisory project.
• Typical Topics Include:
  
  • Responsible investment and the evolution of fiduciary duty;
  • ESG governance and board oversight responsibilities;
  • Active stewardship, engagement, and proxy voting;
  • Defence tech, dual-use frameworks, and responsible investment;
  • Human rights due diligence in conflict-affected areas;
  • Stakeholder, geopolitical, and reputational risk management.
• Includes:
  
  • A tailored, presentation-ready slide deck;
  • A live 90–120 minute briefing and interactive Q&A session;
  • Practical next-step recommendations explicitly mapping out the policy upgrades or specialized frameworks required to address identified vulnerabilities.
• Best Suited For: Boards, C-suites, investment committees, trustee boards, and senior leadership teams.

4. Defence, Stewardship & Transparency Advisory

• Price: €6,000–€20,000
• Overview: Specialized advisory support for investors navigating complex defence-sector exposure and the modern shift from simple exclusion lists toward nuanced policy, data, and active engagement strategies. This flagship service helps investors develop a highly credible, legally defensible, and practical approach to defence, military AI, and human rights risks.
• Scope Elements (Tailored to Project Tier):
  
  • Defence exposure and policy alignment review;
  • Controversial weapons definitions vs. conventional defence criteria;
  • Dual-use technologies, advanced semiconductors, and military AI considerations;
  • Human rights and conflict-affected and high-risk areas (CAHRA) due diligence;
  • Export controls, downstream product tracking, and end-use governance risk;
  • ESG data fragmentation and disclosure gap analysis;
  • Custom investor engagement strategies, company question sets, and escalation pathways;
  • Investment committee briefing materials.
• Deliverables May Include: Defence policy gap analysis, specialist investor briefing notes, revised framework language, targeted company engagement question sets, a transparency expectations paper, and an internal decision-making roadmap.
• Best Suited For: Asset owners, asset managers, stewardship teams, foundations, faith-based investors, and investor groups seeking a highly rigorous approach to defence tech and systemic portfolio risk.

5. Ongoing Strategic Advisory Retainer

• Price: €1,500–€8,000 per month (Subject to a defined cap on advisory hours)
• Overview: Flexible senior advisory support for organisations that need recurring, on-demand input on responsible investment, ESG policy, stewardship, defence, or complex sustainability questions without hiring a full-time internal resource.
• May Include:
  
  • Regular monthly advisory and alignment calls;
  • Ad-hoc document and policy review;
  • Specialized input on upcoming board or committee materials;
  • Ongoing ESG and responsible investment advisory;
  • Defence or complex-sector real-time support;
  • Investor and stakeholder communication guidance;
  • Strategic support for collaborative engagement initiatives.
• Best Suited For: Asset managers, foundations, investor coalitions, portfolio companies, advisory firms, and organisations with recurring, sophisticated responsible investment needs.

Tailored Mandates

Where an institutional need does not fit neatly into the predefined services above, GAA can co-design a bespoke project based entirely on the organisation’s specific objectives, timeline, asset mix, and internal capacity.

Typical tailored mandates range from €5,000 to €30,000+, depending entirely on depth of scope.

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