Credible and authentic positioning

Addressing sustainability is a crucial issue for the investment management industry. 

Owning an authentic sustainability position with credibility will set firms apart, as investors become ever more discerning in choosing the managers that allocate capital on their behalf. 

Why you need it

Clear message

Developing your sustainability positioning ensures that internal and external stakeholders are clear on your sustainability messages.

Credibility and authenticity

Investors respect an authentic message, acknowledging where progress has been made and where work is still needed. This gives credibility to your brand. 

Demonstrate momentum

Articulating your sustainability position allows you to demonstrate how your approach is evolving to the benefit of your investors. 

Our approach to sustainability positioning

01

Discovery

We start with a deep-dive into your approach to sustainability and ESG integration - both for your investments and as a business. This allows us to familiarise ourselves with your current articulation, materials and positioning in the industry.

02

Research

Through a series of interviews with internal stakeholders, we attempt to uncover what differentiates your approach and sustainability offering. 

At this stage, we also carry out industry and competitor research, to understand any gaps in the market. 

03

Workshop

At this stage, we are in a position to play back the key findings from our research and interviews. This takes the form of discussions and workshops where we look to share a distillation of the key findings to see what resonates with your business.

04

Articulation

Following feedback from the workshop, we develop a narrative for your positioning. We articulate your approach to sustainability and relevant differentiation an a way that is authentic to what you do as a brand, alongside the relevant proof points to evidence your claims.

05

Implementation

We share recommendations for implementing the positioning internally throughout the business. Alongside this, we help you ensure that the positioning resonates in your external messaging and content.

Sustainability positioning case studies

Other sustainability services

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01

Sales and marketing material

We help you articulate your positioning for asset classes, capabilities and products, to translate into engaging sales material.

Clients we've worked with

Nedbank Private Wealth
Square Mile Research
Majedie Asset Management
Columbia Threadneedle
Amundi Pioneer Asset Management
Janus Henderson Investors
MFS Investments
T.Rowe Price
Santander Asset Management
BNP Paribas
Artemis
Aberdeen Standard
Columbia Threadneedle Investments
GAM Investments
Legal & General Investment Management
First Sentier Investors
BNY Mellon
EdenTree Investment Management

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