Sustainable investment practices
workstreams
We will assist you in evolving your investment processes and practices to integrate material sustainability and ESG considerations into research, analysis and decision-making.
EVALUATE INVESTMENT MODEL
Appraising your investment models and related policies, procedure documents and investment analyses and advising on how these can be further developed.
ASSESS GOVERNANCE
Assessing the effectiveness of your existing governance structures in relation to investment analysis and decision-making, identifying gaps and suggesting areas for improvement.
IMPROVE INTERNAL SYSTEMS
Proposing means of improving or developing your internal systems for recording and sharing insights, information and data on ESG and sustainability, as well as strengthening your reporting to clients, regulators and other key stakeholders.
INTEGRATE ESG AND SUSTAINABILITY
Supporting the integration of sustainability and ESG considerations into investment processes across asset classes, geographies and investment styles.
OPTIMISE DECISION-MAKING
Observing internal meetings within investment teams and committees, identifying and addressing unconscious biases relating to sustainability, ESG factors and other longer-term themes.
activities
Facilitating workshops on the development of investment principles and beliefs, which all investment professionals can stand behind and are willing to own and implement.
Surveying your key clients and prospects to determine their current and developing expectations regarding sustainability, stewardship and responsible investment.
Researching a group of your peers based on an agreed methodology, providing insights into your current positioning relative to emerging industry best practices.
Assessing your governance in the context of sustainability and responsible investment, including board and executive oversight, policies and resourcing, recommending enhancements.
Reviewing fund documents, client reports, RFP responses and marketing materials, identifying and addressing gaps, assisting with editing as required, and creating a common language.
Identifying practical implications and opportunities relating to regulation on sustainable investment and stewardship in key markets.
Providing interim management and stewardship resources.
Assisting with specifying roles, identifying candidates and recruitment.
Identifying which industry initiatives and networks to join, attaining greater influence and developing leadership.
Targeted training of investment professionals in sustainable investment and stewardship.