Strategy and governance
Shaping strategy and governance to support long-term value creation.
Workstreams
We advise on the development of strategies and governance structures to support successful business and investment decision-making, strengthen alignment between key stakeholders and promote long-term value creation.
Defining and developing strategy
Assisting you in defining your strategic positioning, clarifying your aspirations and identifying opportunities for leadership and business success.
Assessing governance
Assessing the effectiveness of your existing governance structures in relation to investment analysis and decision-making, sustainability and stewardship identifying gaps and suggesting areas for improvement.
Clarifying governance structures
Defining clear roles, responsibilities and accountabilities across boards, committees and executive teams to ensure effective oversight, decision-making and alignment with key stakeholders.
Engaging and aligning senior leaders
Facilitating workshops with your senior leaders to enable them to contribute fully and take ownership of your evolving strategy and governance.
Implementing strategy
Assisting you in identifying the decisions and activities required to implement your strategy, including defining operational goals and action plans to align resources and behaviours.
Activities
Surveying your clients and beneficiaries to determine their current and developing expectations regarding investment, sustainability and stewardship.
Researching a group of your peers based on an agreed methodology, providing insights on your current and potential positioning in the context of business priorities and developing industry practices.
Assessing your governance in the context of your developing strategy and objectives, including board and executive oversight, key procedures and resourcing, and recommending enhancements.
Reviewing terms of reference and related policies, identifying and addressing inconsistencies, assisting with editing as required, and ensuring roles, responsibilities and accountabilities are clearly defined.
Identifying practical implications and opportunities relating to regulation on sustainability and stewardship within investment in key markets.
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