This report shows public data only. Is this your organisation? If so, login here to view your full report.
You are in Indirect – Manager Selection, Appointment and Monitoring » Outputs and outcomes
Needed an ESG strategy that was in close alignment with a client's particular mission.
Coordinated with the client and a responsible investment research firm (client was able to hand pick the underlying ESG indicators that were most relevant to them) to build a custom U.S. equity strategy that was in direct alignment with the client's mission and values.
Launched the strategy in early 2016.
Identified a high quality ESG manager for a client in need of a global equity ESG strategy, but the account minimum was too high.
Combined client's assets with a larger client with similar ESG objectives and also in need of a global equity ESG manager so that together their allocations met the minimum account size threshold.
Funded the strategy in mid-2016.