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Client Case

Advance leading North American asset management organisation with ESG

Senior management at leading North American asset management organisation has elevated the task of advancing the ESG proposition of each of its equity and fixed income investment team. The Client brought in Kirstein to provide an independent review of the firm-wide efforts on ESG, and to help advance the proposition of each investment team in the context of ESG.

Objectives

  • Validate commercial viability of the current ESG efforts by in-depth understanding of requirements to successfully sell funds to European investors
  • Advance firm-wide and product-wide positioning on ESG via a pragmatic and action-oriented consultancy support
  • Increase chances of success by ensuring that the Client’s current ESG capabilities and product strategy are aligned with European institutional investors’ expectations

location

North America

Project type

People and organisational development

Client type

Subsidiary of listed financial service company