BUSINESS SITUATION
The research entailed a holistic assessment of ESG integration levels in the asset management of institutional investors. The client wanted to assess its market position versus top sector peers by analyzing
- Performance projected and reported by the concerned parties
- Public sentiment that their commitment to ESG warranted
SGA APPROACH
- Assess ESG management processes for peer portfolios for screening quality, implementation plans, evaluation parameters, engagement strategies, and adherence to sustainable investing standards
- Identify ESG priorities and focus areas for each of the peer investors
- Assess avenues of public disclosures utilized by the peer group to showcase their commitment to ESG integration
- Analyze public perception and sentiment regarding the ESG management and integration for the institutionalized asset management process of peers
- Understand public sentiment for the institutional investors as a function of their engagement strategies via social media, company website, newsletters, press conferences and webinars
- Quantify the degree of positivity or negativity observed in public perception for each peer group via verified media and published sources
- Identify high-level strategies to arrive at opportunities for improvement and growthr and inculcating the same in the company’s reporting
ENGAGEMENT
A comprehensive peer benchmarking exercise to assess ESG integration for portfolio companies of asset managers/owners.
BENEFITS AND OUTCOMES
- Enhanced ESG integration and management methods
- Identified upcoming ESG priorities among the peer group based on changing landscapes in each of the industry portfolios
- Monitored external collaborations boosting, verifying, and certifying ESG performance
KEY TAKEAWAYS
- Analyzed the company’s standing based on ESG parameters
- Performance of peers on key material indicators was reviewed
- Analyzed the sentiment on ESG management of the company for relevant stakeholders
- High-level strategies to address the gaps/improvement areas in the company’s ESG performance
