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Client Case

Advance offering on emerging markets equity of leading U.K.-based equity specialist

Portfolio management leads at U.K.-based equity specialist has historically experienced high success selling its emerging markets equity funds to European investors but has in recent years experienced push-back from investors due to ESG. The Client brought in Kirstein to provide an independent review of the team’s methodology on ESG, how ESG was implemented into the portfolio management, and how these capabilities compared to leading industry peers.

Objectives

  • Validate commercial viability of emerging markets equity proposition by in-depth understanding of European investors demand on ESG
  • Assess client proposition through detailed operational due diligence, and help visualize gaps in offering and direct investment process (best-in-progress versus non-financial impact) towards buyer preference
  • Increase chances of success by ensuring that the Client’s product strategy are aligned with European institutional investors’ expectations

location

United Kingdom

Project type

Product assessment and proposition development

Client type

Privately held organisation