ESG Reporting

How to integrate ESG data into your client communications

Learn how investment leaders are redefining their corporate strategies to better integrate ESG data into the investment management process and client communications.

COVID-19 is raising the ESG stakes as investors reevaluate the true impact of their investments. At the same time, investment managers are recognizing ESG as a smart way to hedge risk, find alpha and achieve competitive advantage.

As the global trend towards ESG investing grows, so does investor pressure to include ESG data in the reports that they receive. Meeting client demand for timely and accurate reporting on ESG factors requires a strategic approach to ESG integration and the client communications process.

We partnered with Clear Path Analysis to find out how leading investment managers and analysts at Baillie Gifford, Candriam, Ruffer and KPMG are redefining their corporate strategies to better integrate ESG data into the investment management process and their client communications.

Taking the leadon ESG investing through client communications

This report will give you insights on:

  • The key challenges to embedding ESG into the organization
  • How to integrate ESG data in the investment management process
  • How to bridge the gap between current ESG reporting and investor expectations
  • What the future of ESG reporting looks like, and how you can ensure your reporting framework is future-fit
  • How to transform ESG data into decision-enabling insights

 

David Czupryna 

“The trend is clear. The Covid-19 crisis has to a large extent provided water to our mills in terms of asserting the added value of integrating ESG into your decision making.”

David Czupryna, Head of ESG Development, Candriam


Contents

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

Contributers

Elie Constantine

Elie Constantine
Senior Business Consultant and ESG specialist
SimCorp

David Candriam

David Czupryna
Head of ESG Development
Candriam

Ruby Paramanathan

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

Catherine Flockart

Catherine Flockhart
Director, Client Communications
Baillie Gifford

David Benson, Ruffer

David Benson
Investment Director
Ruffer

Sarah Prior

Sarah Prior
Senior Sales Manager and Client Communications Strategist
SimCorp Coric

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