About Client
A US-based asset management firm with 10+ years of successful track record, was planning to officially include ESG framework in the investment policy. And, to ensure a successful ESG inclusion, it was exploring support for assessing its portfolio and potential investments from an ESG perspective. After deliberations, the investment team hired ValueAdd for exploring the investment opportunities into specific ESG themes. The firm runs two flagship funds including, a $10bn US equity fund and a $22bn US High Yield fund. The Client mostly adopted negative / exclusionary screening strategies and the sustainability-themed investing strategies for its investments.
Business Problem
The Client was exploring a specialist in sustainable investing research. Given the size of their portfolio and the coverage universe they wanted a dedicated ESG research coverage support to enhance their research bandwidth to focus on idea generation and alpha creation. The Client was looking for a research partner with a perfect blend of ESG and the US equity domain.
The scope was to analyze and rank ~75+ stocks on over 250+ ESG parameters.
The Solution
- ValueAdd offered a comprehensive ESG coverage support by gathering accurate information on 250+ ESG parameters for these 75 stocks.
- Wrote detailed analysis of these companies justifying the rating rationale and highlighting any red flags.
- Presently, the team is regularly monitoring the coverage for news releases, announcements, regulatory announcements impacting the companies.
- Attend earnings calls and read transcripts to deliver quarterly summaries and updated the ESG ranking as required.
- ValueAdd team further supported in stock screening, peer analysis, and quarterly sector updates, primarily focused on ESG compliance and framework.
Benefits Delivered
- Client could assess and rank its equity coverage of ~75+ companies within first four months, followed by regular and active monitoring.
- The team also analyzed potential new investment ideas on the ESG metrics to confirm ESG compliance.
- High quality research support with rating recommendations and rationales offered value for money and saved huge fixed cost and admin hassles of hiring, mentoring, training in house research team
- Overall, the engagement with ValueAdd helped the client release significant management bandwidth and helped to focus on active portfolio management while chasing new investment opportunities.
For more details, please reach us on +1 646-583-1991 and info@olddata.valueadd-research.com or Click here to leave your coordinates and we shall call you back shortly.
Click here to know about our Environmental, Social, and Governance (ESG) research services
