Objective and Scope:

The client, a non-profit financial think tank, wanted to assess global financial asset management companies and financial institutions (FIs) on their commitment, policies, and actions to eliminate anti-environmental, social, and governance (ESG) activities from their investments. To assess these companies, the client sought Benori’s support to:

• Gather secondary data on each company and its investment policies and ESG focus 
• Rate them according to a specific list of indicators and the parameters

Approach:

We conducted extensive secondary research to understand the guidelines, policies, actions, and activities related to ESG for asset management companies. This required a deep analysis of publicly available information and media activities for these companies and their group companies to ascertain their ratings.

Impact:

The report helped the client in:

• Understanding the commitment and focus of global asset managers towards ESG
• Gauge their level of commitment towards ESG and take decisions and advise companies on ways to achieve a net-zero financial system