Client Case Study
Understanding engagement, stewardship, and ESG impact
The client is a fund manager with over $40 billion in assets under management. They are headquartered in a developing market.
The fund manager wished for more guidance into how their assets contributed to environmental, social, and governance issues. They also sought information regarding policies of engagement and stewardship.
We created the ESG policy, proxy voting guidelines and annual stewardship report for the client. Their stewardship report gave transparency into their investment approach to stakeholders.
This work allowed the client to better understand the impact of their investments, as well as scale this impact. It also provided insight regarding long-term vision and approach to stakeholders.