We deliver sector-specific and tailored advice for Boards, Investment Committees and Senior Executives in public, private and not-for-profit organisations.
Our area of specialisation is the development and implementation of policies for asset owners and asset managers in the areas of sustainable responsible investment (SRI), environmental, social and governance (ESG), and corporate social responsibility (CSR).
Deliverables are tailored to your organisation’s needs. Examples of services include:
Strategy and policy development
Critiquing and improving investment strategies. Reviewing asset allocation and stock selection policies on ethical exclusions and/or financially-material ESG criteria.
Market research and comparative benchmarking
Reviewing competitor products and services. Analysing gaps and highlighting opportunities to improve your market positioning, reputation or performance.
Implementation and change management
Creating business cases. Advising on budgeting. Advising on project governance and management. Development of KPIs and performance reporting.
Communication and change management
Reviewing slide decks and pitch documents. Enhancing internal and external communications. Enriching and focusing corporate web content and collateral.
Sourcing service providers
Technical advice and support for developing your requirements and specifications. Undertaking tender responses on behalf of service providers and suppliers. Providing independent evaluation services for competitive tender exercises.