For Investors, Trustees and Financial Advisers
Responsible investing
- Demystifying Responsible Investing – Negative (exclusions) and positive screening, ESG integrations, Sustainable and Thematic investing, Impact investing
- Responsible investment market – trends, landscape, investment strategies and products
- Fiduciary duties and risks
- Creating and improving responsible investment strategies – Screening, ESG Integration, Thematic/sustainable and Impact investing
- Demonstrate the financial and strategic value of Responsible Investing
- Portfolio construction for responsible investment – process and product options for asset owners, asset managers and financial advisers
ESG
- Integrating ESG – into asset owner (pension/ superannuation/ insurance / other) and asset manager funds
- Understand the key ESG factors and themes affecting industries and businesses
- ESG Materiality – determine the most important and material ESG factors for a business and their financial and organisational implications
- Develop positions on ESG factors
- ESG due diligence – objective, technical and commercial assessments of proposed sustainability investments at project or corporate levels
- Demystifying impact investing – Impact investing “101”
- The impact investment market – Impact trends, investment products, competitors
- Develop an impact investment strategy
- Origination – sourcing impact assets and Funds, assessing their appropriateness for clients
- Impact measurement and reporting
- Develop impact investment funds – listed or unlisted
- Incorporating impact investment in portfolios – from 0% to 100% impact
- Fund Raising – impact businesses and Funds
- Contracted “Chief Impact Officer” – for Funds and businesses
- Navigate the growing complexity of sustainability – trends and scenarios and the impacts on industries and businesses
- Value creation – demonstrate the commercial and strategic value of sustainability to businesses
- Sustainability assessment – business sustainability assessment – ambition, risks, governance, processes, benchmarking and reporting. Materiality assessment, peer benchmarking, and development of a sustainability roadmap
- Sustainability strategy – relevant sustainability trends; Environmental, Social & Governance (ESG) factors, ESG risk assessment and management. Sustainable buisness model and innovation, moving from ESG risks to ESG opportunities
- Integrating sustainability into the business and its strategy – going beyond Corporate Social Responsibility (CSR), integrating sustainability into the organisation. Organisational commitment, organisation strategy, governance, business ownership, integrate into Corporate reporting, and coaching leaders and teams
- Specific strategies – decarbonisation, impact, supply chain risk management, innovation, brand development, reputation management & communication, and CO2, energy and waste reduction
- Net Impact assessment – both positive impacts and negative impacts
- Sustainability reporting – business sustainability reporting
- Sustainable Development Goals (SDGs)– Align current and future business activities to the SDGs – using the SDGs as a growth driver
- Contracted “Chief Sustainability Officer” for businesses
- Thought leadership – bring fresh perspectives to organisations to challenge their strategy
- Strategy review – evaluate an organisation’s existing strategy and growth paths – short, sharp and objective review.
- Market sizing – determine the attractiveness of new or opaque market segments
- Market assessment – Trends, competitors, industry dynamics, economics, leading to options and the best opportunities for the business
- Designing a comprehensive organisational strategy – Development and alignment of the organisation’s purpose, vision, goals, strategic objectives and initiatives for implementation and measurement of outcomes. This can result in producing a comprehensive strategic plan
- Prioritisation – help organisations evaluate, prioritise and focus on the things that really matter to eliminate wasted effort and resources
- Growth strategies – develop growth pathways and options – organic growth, alliances, joint ventures and acquisitions and divestments. Work effectively with in-house teams and/or with investment banks and other advisors
- Market entry – Market scan and entry pathways. Identify opportunities, assess the market attractiveness and optimal market entry pathways – organic, alliances, joint ventures, mergers or acquisitions. Including target/partner assessments and options
- Market segmentation and customer strategy – optimal customer segments, customer centric business design, customer insight, business process redesign, engagement and management
- Business development – Work with business leaders to develop businesses from simple ideas and growth ambitions to signed-off business cases. These might be ambitions to enter new markets, start new divisions, build new innovative products, etc
Develop:
- Strategic Plans
- Business cases – high level and detailed business cases to ensure the business clearly understands the commercial viability and path to execution of strategies and plans
- Funding proposals – to demonstrate how initiatives will be funded
- Funding plan – accessing funding for projects – internally or from capital markets
Execution
- Implementation plans – design and plan implementation of strategy, delivering the desired results
- Project management and leadership – provide project governance, project leadership and management. Work effectively with internal stakeholders and teams through strong advocacy and influencing
- Group / business unit transformation programs – develop a program of initiatives to enable the transformation of a business
- Strategic projects – implementing specific strategic initiatives to effect change
- JVs & Partnerships – Develop and form JVs and partnerships to leverage existing business capability and create additional value