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The rapid growth in Environmental, Social & Governance investing has accelerated the trend amongst third-party fund managers, pension funds, and insurers to be effective communicators of ESG relevant data to clients and shareholders as well as showcase how they effectively interpret relevant ESG factors into their overall investment and risk management decision making. Effective communication to asset owners, including clear explanations of the philosophy, processes, and actual hard facts backing up SRI claims, is pivotal if third-party fund managers are to win and retain clients.

Produced in partnership with SimCorp, the Taking the Lead on ESG Investing Through Client Communications Report follows the webinar of the same name and features insights from senior marketing, client reporting, and portfolio oversight professionals at the investment firms Baillie Gifford, Candriam, and Ruffer, plus the professional consultancy firm, KPMG.

Download the report and learn how three investment leaders have successfully refined their corporate ESG messaging for clients and prospects to protect their assets under management through recent market turbulence.

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EXECUTIVE SUMMARY - A POWERFUL CLIENT COMMUNICATIONS PLATFORM IS THE KEY TO EFFECTIVE ESG REPORTING

Sarah Prior, Global Client Communications Strategist, SimCorp

SECTION 1: ROUNDTABLE DEBATE - TAKING THE LEAD ON ESG INVESTING THROUGH CLIENT COMMUNICATIONS

Moderator:
Elie Constantine, Senior BA and ESG Specialist, SimCorp

Panellists:
- Sarah Prior, Global Client Communications Strategist, SimCorp Coric
- Ruby Paramanathan, Director, Client & Distribution – Wealth & Asset Management, KPMG
- Catherine Flockhart, Director, Client Communications Baillie Gifford
- David Benson,, Investment Director, Ruffer

SECTION 2: INTERVIEW - DESIGNING A FEEDBACK LOOP OF EMERGING ESG TRENDS AND APPLICATION TO FUTURE CLIENT REPORTING PROCEDURES

Interviewer:
Sara Benwell, Editor, FundOperator.com and Insurance-Investor.com

Interviewee:
- David Czupryna, Head of ESG Development, Candriam

Elie Constantine

Senior BA and ESG Specialist, SimCorp

Sarah Prior

Global Client Communications Strategist, SimCorp Coric

Ruby Paramanathan

Director, Client & Distribution – Wealth & Asset Management, KPMG

Catherine Flockhart

Director, Client Communications, Baillie Gifford

David Benson

Investment Director, Ruffer

David Czupryna

Head of ESG Development, Candriam

SimCorp provides integrated, best-in-class, multi-asset investment management solutions to the world’s leading asset managers, fund managers, asset servicers, pension and insurance funds, wealth managers, central banks, sovereign wealth funds, and treasury. Deployed on premise or in the cloud, SimCorp’s core solution, SimCorp Dimension®, alongside SimCorp Coric®, SimCorp Gain™, and SimCorp Sofia™ form a powerful and complete solution. Together with a range of managed services, they support the entire investment life cycle, based on a market-leading IBOR. SimCorp invests around 20% of its annual revenue in R&D, helping clients develop their business and stay ahead of ever-changing industry demands. Listed on Nasdaq Copenhagen, SimCorp is a global company, with regional offices across Europe, North America, and Asia Pacific. For more information, please visit www.simcorp.com.

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By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

Contributing a thought piece on an issue raised in the market research

Participating in or moderating a roundtable with other industry leaders

Participating as an interviewer or interviewee

Producing a case study white paper written with a client or supplier

Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message