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Service Providers Framework 2020

You are in Investment Consultancy » Investment Consultancy

Investment Consultancy

IC 01. Advisory and consultancy services

01.1. Indicate whether your services include any of the following.

01.2. Describe how you ensure that your clients understand your service offerings and fee structure.

          Our offerings are listed on our website. We further explain our services when we approach a new client or when we submit a proposal against an open tender. We have a standard daily rate for investors. Using this rate, we provide an estimate of time every activity will take and hence we arrive at a project cost.

01.3. Additional information. [OPTIONAL]

IC 02. Assets under advisement (Private)

IC 03. Fiduciary manager services

03.1. Indicate whether you provide fiduciary management services.

03.4. Additional information. [OPTIONAL]

IC 04. ESG in contracts with clients

04.1. Indicate whether you are asked to embed ESG consideration in contracts and/or business plans with clients.

04.2. If yes, describe how ESG considerations are incorporated into contracts with clients.

          As mentioned earlier, since we are a pure play ESG/sustainability research provider, all our clients reach out to us because of our mission and perspective on society, including how financial institutions can contribute to a sustainable and just world. It is very well reflected in our contracts with the clients.

04.4. Additional information. [OPTIONAL]