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Facilitating a seamless integration of ESG criteria into the client’s investment decisions
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Empowering the client to make strategic and more aligned investment decisions
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Improving portfolio performance through lowering investment risk and enhancing long-term value creation
CLIENT CHALLENGES
- The client, a leading UK-based asset management firm, faced challenges in effectively integrating ESG criteria into the investment process and sought insight on a number of companies’ ESG investment outlooks, adoption rates, size of investment, ROI expectations and other related matters.
OUR APPROACH
- We conducted thorough research and analysis, mainly to understand ESG investment outlooks and trends, adoption rates and practices, size of investment and ROI expectations; this entailed the following:
- Initial desk research and sample selection
- We started by conducting extensive research of the ESG investment landscape in the UK and Europe, including the latest trends, regulatory and compliance developments and widely adopted best practices.
- Based on this, we drafted sample-selection criteria to ensure we analysed a representative sample of companies across sectors and regions so we could gain a holistic view of ESG practices.
- The sample consisted of 300 companies from diverse sectors, including finance, healthcare, energy, tech and manufacturing.
- Data collection
- We designed a 15-minute online survey to gain information on environmental impact, social responsibility initiatives, corporate governance standards and ESG investment strategies.
- Participants were senior executives responsible for ESG initiatives at the target companies (30% of the respondents were C-suite executives and 70% held manager/supervisor positions).
- The response rate was 83%; we received responses from 250 companies.
- Data analysis and reporting
- We conducted in-depth statistical analysis to evaluate the target companies based on their ESG practices:
- environmental impact, including waste management and carbon footprint
- social responsibility initiatives, including community engagement programmes and human rights policies
- corporate governance standards
- We submitted a report to the client highlighting key actionable insights on ESG investment outlooks, adoption rates, ROI expectations and other relevant matters and our strategic recommendations.
- We conducted in-depth statistical analysis to evaluate the target companies based on their ESG practices:
- Initial desk research and sample selection
IMPACT DELIVERED
- Our thorough research and analysis enabled us to provide the client with the following:
- Detailed overviews of the target companies’ ESG performance, based on evaluating their environmental impact, social responsibility initiatives and governance standards.
- Assistance in efficiently integrating ESG criteria into investment decision, based on considering ESG factors and traditional financial metrics.
- Insight on current trends and potential developments in the investment landscape, based on analysis of investment outlooks, adoption rates and investment size.
- A list of companies with strong ESG practices, reducing investment risk associated with ESG issues, as investing in companies with robust ESG frameworks would enhance the long-term value of investment portfolios.
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