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Case Study
Upskilling global teams to embed responsible investment practices
Client type
Alternatives Managers & Private Markets, Asset Management, Wealth Management
Client Challenges
A UK asset manager (£500bn+ AUM) needed to build understanding of responsible investment across a global marketing team. ESG topics were becoming central to client conversations. A consistent and practical approach to capability building was required.
alpha approach
Alpha designed a tailored learning program aligned with the client’s organizational context and ESG objectives. We combined structured certification with bespoke workshops focused on practical, real-world application. Interactive sessions enabled participants to apply concepts directly to their roles, reinforcing learning and supporting capability development. Content was refined through participant feedback to maximize relevance, engagement and long-term value. This ensured consistent knowledge transfer and strengthened ESG capability across the global team.
How we delivered lasting value
Turning insight into impact
Improved ESG capability across global marketing teams
27 professionals strengthened understanding of responsible investment. Increased confidence in communicating complex ESG topics.
Practical application of ESG concepts in real scenarios
Workshops translated theory into relevant business use cases. Improved retention and day-to-day application.
Scalable foundation for consistent ESG marketing delivery
Established shared knowledge and frameworks. Supports consistent and effective future ESG communications.
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