Our track record

We have extensive experience of designing, launching, marketing and above all, managing investment and consulting products and services in asset management.

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We created and oversaw the stock selection process for some of the U.K's largest Sustainable Funds, several of which have long periods of significant outperformance of their mainstream benchmarks.

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We led a successful bid to provide responsible investment overlay services to an auto-enrolment pension scheme that is set to become Europe's largest.

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Ways we are helping clients

• Fund and product design: advisory services on creating ESG products that are commercially successful and credible

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• Training for asset managers: we work with a company that offers short courses for investment professionals on ESG, at all levels

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• Benchmarking: assessments of how a company compares to its competitive set on chosen sustainability issues; whether as a company, non-profit, or investor

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• Market analysis and business plans for asset managers, funds and service providers

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• Investor Relations:

  • confidential assessments of and enhancements to a company’s sustainability strategy, performance and communications

  • training and education for IR and c-suite on projecting strength on sustainability

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Recent engagements (please click on the underlined for one-page project summaries)

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Designed suite of ESG Key Performance Indicators for a suite of high-profile screened Responsible Investment funds, setting targets and conducting attribution analysis in order to identify targets for improvement or disposal.

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Wrote business plan for a leading corporate responsibility management consultancy on entry into the growing Responsible Investment services market, which is being used as the basis for building a practice, there.

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Currently advising a large investment bank on the development of Impact Investment products for Family Offices and UHNWs.

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