There is evidence [of] a correlation between a company’s ESG performance and its financial performance — it's a no brainer that we all need to start focusing on this area if we haven’t already”
SARAH PRIOR
Global Client Communications Strategist,
Simcorp Coric®
Embedding environmental, social and governance (ESG) factors into financing decisions is now a core concern in the investment management industry.
As COVID-19 continues to create additional complexity for our workflows, so too does it demand that we reflect on our social responsibility during these unprecedented times.
Meeting investor demands for communications that are timely, transparent, accurate, consistent and compliant was never easy.
Adding ESG/impact reporting to this mix requires a strategic approach to ESG integration and the client communications process.
WHY THIS GUIDE?
WHO CONTRIBUTED?
WHAT'S IN THIS GUIDE?
There is no shortcut to what makes a good ESG portfolio or investment. We've written this eBook to help asset managers and wealth advisers learn from successful leaders in the ESG space.
Directors at KPMG, Baillie Gifford, Ruffer, Candriam and much more. Our team at SimCorp and SimCorp Coric led the discussions.
INTRODUCTION
TABLE OF CONTENTS
Improve customer experience. Develop more meaningful relationships. Retain and win more business.
MODERATOR:
Elie Constantine | Senior BA and ESG Specialist, SimCorp
POINTS OF DISCUSSION:
2. INTERVIEW // DESIGNING A FEEDBACK LOOP OF EMERGING ESG TRENDS AND APPLICATION TO FUTURE CLIENT REPORTING PROCEDURES
1. ROUNDTABLE DEBATE // TAKING THE LEAD ON ESG INVESTING THROUGH CLIENT COMMUNICATIONS
Sarah Prior
Global Client Communications Strategist, SimCorp Coric
2. EXECUTIVE COMMENTARY // A POWERFUL CLIENT COMMUNICATIONS PLATFORM IS THE KEY TO EFFECTIVE ESG REPORTING
INTERVIEWER:
Sara Benwell | Editor, FundOperator. com and Insurance- Investor.com
INTERVIEWEE:
David Czupryna | Head of ESG Development, Candriam
POINTS OF DISCUSSION:
YOUR QUESTIONS, ANSWERED
By downloading this report, you'll have a better understanding of:
As investor pressure to include ESG factors in client communications continues to grow, meeting this demand requires the right setup and tools.
SARAH PRIOR
Global Client Communications Strategist,
Simcorp Coric®
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