Integration and capability
Strengthening capabilities in sustainability and stewardship as an integral part of investment analysis and decision-making
Workstreams
We support the development of investment processes and strengthen the quality of stewardship, including corporate and systems-level engagement.
Evaluating investment models and stewardship framework
Appraising your investment models and stewardship framework, including related policies and procedures and advising on how these can be developed to promote success, consistency and positive outcomes.
Improving internal systems
Proposing means of improving or developing your internal systems for recording and sharing insights, information and data, and evaluating progress. Strengthening your reporting to clients, regulators and other key stakeholders.
Integrating stewardship and sustainability
Supporting the integration of stewardship and material sustainability factors into investment processes across asset classes, geographies and investment styles.
Optimising decision-making
Recommending improvements to investment analysis and decision-making forums, identifying and addressing any barriers or biases relating to material sustainability and stewardship factors and other longer-term themes.
Strengthening engagement
Evaluating engagement management systems for effectiveness, assessing their use by investment teams, and identifying areas for improvement. Advising on enhancements and delivering training, as required.
Reviewing reporting
Reviewing and editing stewardship reports, including regulatory submissions (e.g. to the UK Stewardship Code).
Activities
Appraising your overall stewardship and investment framework, related policies and procedures, and advising on their improvement to promote success, consistency and positive outcomes.
Facilitating workshops to develop investment principles and beliefs, to promote ownership, buy-in and implementation by investment professionals.
Reviewing fund documents, client reports, RFP responses and marketing materials, identifying and addressing gaps, and assisting with editing, as required.
Providing interim management and stewardship resources.
Assisting with specifying roles, executive search and recruitment.
Identifying which industry initiatives and networks to join, or maintain, to maximise effectiveness and positive contribution.
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