Case Study

Aligning ESG integration across investment teams for consistency

Client type

Alternatives Managers & Private Markets, Asset Management

Client Challenges

A global asset manager faced inconsistent ESG integration across investment teams. Lack of alignment and limited internal expertise reduced effectiveness. A unified approach was required to improve consistency and capability.

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alpha approach

Alpha assessed ESG integration across teams through structured research and workshops to understand current approaches and levels of maturity. We identified gaps and variations in maturity, using market insights to define best-practice approaches. Tailored action plans were developed for each asset class to address specific requirements and opportunities. Stakeholder engagement helped build alignment, accountability and ownership across teams. This delivered a coordinated ESG approach that improved consistency and strengthened internal capability.

How we delivered lasting value

Turning insight into impact

Unified ESG principles drive cross-team consistency

Established shared principles across asset classes. Improved consistency in ESG messaging and investment approach.

Tailored integration plans address asset class needs

Developed specific action plans for each team. Addressed gaps aligned to maturity and operational requirements.

Practical insights strengthen internal ESG capability

Provided clear benchmarks against industry practice. Enabled teams to build confidence and enhance ESG expertise.

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