Sponsor
Chief Operations Officer and Head of Governance & Responsible Investing
Functions
Investments, Distribution, Data, Technology & Reporting, Governance & Responsible Investing
Client Type
European Asset Manager
Client Challenges
- The client was facing growing client demand and regulatory pressure for ESG. They knew that ESG should be a priority, but it wasn’t clear how they compared to peers, or what actions were needed to reach their ambition
- The client had some resources dedicated to ESG, but no momentum. They were concerned that the market was moving quicker than they were, weren’t keeping up with client expectations
- They didn’t have a stated and aligned ambition. This lack of strategy and clear ambitions meant thy didn’t have a clear goal in sight to aim for and measure themselves against
Alpha Approach
- We worked with the client to consolidate and direct their ESG efforts, as well as define an agreed ESG vision and strategy for the organization
- We spent time across 20+ teams to understand and assess the level of ESG integration today and document ambitions across a range of functions
- Leveraging Alpha’s proprietary ESG Maturity Framework, we assessed the client’s current maturity (lagging through to market leading), considering multiple vectors across the full value chain
- Using the same framework, we set an agreed level of ambition for the organization – this was the target for all future plans
- We developed a prioritized set of recommendations and implementation roadmap, and established a robust governance structure to support the client through delivery
Client Benefits
- A comprehensive understanding of their level of maturity through a bespoke assessment of the level of ESG integration across the business and individual investment desks. This gave them a clear comparison to market standards, as well as access to Alpha’s unique insights into market-leading peers
- Consistency across the organization though a defined, agreed and fully bought into set of future ambition principles
- Accelerated delivery through a set of prioritized recommendations and outlined a recommended program structure
