We know what good reporting looks like. Let us help you articulate your firm’s performance story in a way that makes an impact with your clients and stakeholders. We help you:
Publish clear and engaging public and client reporting
Improve your ability to win new business by communicating your ESG activities effectively in RFPs
Demonstrate your commitment to responsible investment by responding comprehensively to best practice commitments, such as the annual PRI assessment
The rapid growth in interest in ESG in recent years has led to the expectation that investment firms communicate their approach in their client and public reporting. This means that it is more important than ever to stand out from the crowd and avoid "greenwashing". We can help you tell your story in an authentic way, focussing on quality of content.
Asset owners expect ESG to be demonstrably integrated into overall investment activities. Yet so many marketing materials fail to show this effectively. We can help you increase your chances of sales success by creating richer, more meaningful and interesting content to attract and retain clients.
RI BRAND, MESSAGING & COMMS STRATEGY
We can help you build a stronger brand that powerfully reflects your responsible investment convictions and activities. Benefit from gaining clarity on how you want to be perceived in the market and what differenciates your brand relative to your peers.
For those who have committed to the Principles for Responsible Investment (PRI), the annual assessement is a core requirement that captures signatories' ESG implementation activities. We can support you in completing the assessment to a high standard and making your internal reporting process more efficient year-on-year.
RFP & DDQ WRITING
RFPs, DDQs and surveys are often the gateway to getting in front of potential clients and a key opportunity to articulate your responsible investment activities. We can help prepare powerful, consistent and relevant content that shines a light on what you do and how you do it, to give you the best chance of success.
TRAINING: RI IN MARKETING & REPORTING
Upskill your sales, RFP, marketing and reporting teams in responsible investment communications. We can train them and build their confidence on how best to convey information with clarity and authenticity. We offer group, 1on1 training and workshops.