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Initiated the pilot with a detailed ESG report, including ESG scores
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Client shared own IP (ESG checklist) and priority stock list
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Kicked off ESG engagement
Client Challenges
- Client is a UK- and Australia based global asset manager with extensive focus on responsible investing
- Key requirements included conducting in-depth research to gather ESG-specific data from public sources
- Conducting accurate, reliable and high-quality ESG research is time consuming and requires discerning expertise
Our Approach
- ESG checklists
- ESG notes with scoring
- Compiling publicly available ESG data
- Writing detailed ESG notes for companies
Impact Delivered
- The Acuity analyst caries out the primary ESG research for the 32 primary stocks of the fund
- Portfolio manager focuses on the other high-end tasks
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