Bridge the gap between ESG communications and investor expectations 

Explore the disconnect between client expectations on ESG investments and the reality of client communications today

Institutional and retail investors are making it known that monetary return is no longer their only concern. They also want to know the environmental, social and governance (ESG) impact of their investments.

Although we see some firms already delivering a certain amount of ESG data as part of their client reporting, the real value lies in being able to tailor specific content relevant for each client. By delivering the ESG data that clients want, in the formats they prefer, investment managers can improve customer experience and develop more meaningful relationships, ultimately helping to retain and win more business.

Explore these topics:

  • Which areas have the biggest impact for clients and end users
  • When customization makes sense, and when to standardize client communications
  • What to expect from a digital technology provider.



Ian Rees 300x300px 

Ian Rees
Global Product Manager,

 Connect with Ian


First Name *
Last Name *
Business Email *
Company *
Title *
Work Phone