TAKING THE LEAD ON ESG INVESTING

EXPLORING INTEGRATION STRATEGIES, STAKEHOLDER ENGAGEMENT, AND THE CRITICAL ROLE OF CLIENT COMMUNICATIONS

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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.

  • A roundtable debate between directors and senior managers on what it takes to take the lead on ESG investing
  • An exclusive interview with David Czupryna, Head of ESG Development at Candriam
  • Our executive commentary on how a powerful client communications platform is the key to effective ESG reporting

Directors at KPMG, Baillie Gifford, Ruffer, Candriam and much more. Our team at SimCorp and SimCorp Coric led the discussions.

INTRODUCTION

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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

  • Incorporating ESG, transparency in reporting, and developing benchmarks
  • Data quality and data technology
  • Stakeholder engagement
  • Using indexes to contextualise strategy for investors
  • Key steps to carrying out due diligence on ESG data
  • Communicating with clients
  • Setting ESG goals and having a comprehensive list of targets to achieve this
  • The importance of transparency in reporting
  • Investment decisions and their impact on the climate
  • Emphasising the social and governance aspects of ESG
  • Lack of ESG standardisation as an on-going issue
  • Integrating ESG and quantitative ESG indicators

INTERVIEWER:

Sara Benwell | Editor, FundOperator. com and Insurance- Investor.com


INTERVIEWEE:

David Czupryna | Head of ESG Development, Candriam


POINTS OF DISCUSSION:

YOUR QUESTIONS, ANSWERED

  • The key challenges to embedding ESG in your organisation
  • The essential building blocks when constructing your ESG client communications framework
  • How asset managers can leverage the feedback of their clients — and help them with the right tools to drive insights and competitive advantage
  • What to expect from the impact of new technologies and the importance of data in the near future
  • Integral ESG and greenwashing: how investors can distinguish between a firm that is good socially or good from a governance perspective and one that isn’t

By downloading this report, you'll have a better understanding of:

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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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