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29 Throgmorton Street, London, EC2N 2AT

hello@ethicalcompassmgmt.com

©️ 2020 Ethical Compass

 

Asset Owner Services

Asset owners can no longer sit on the fence when it comes to the environmental & social impact of their investment portfolios - the time for bold, ethical leadership is now.

 

The present reality is this: the financial industry is experiencing the largest transfer of intergenerational wealth the world has ever seen; and the incoming saver base expects, and demands, a previously-unseen level of transparency and two-way communication. 

 

It’s accepted that asset owners now have a duty beyond their fiduciary responsibilities; they have a duty to help create a world worth living in. These influential pools of capital have the capacity to truly change the world for the better and Ethical Compass helps investors get their people, operations, and portfolios ready for inevitable forthcoming regulation requirements. Quite simply, we’ll help you ‘future-proof’ your business.

 

Our Impact Wayfinder workshop sits at the beginning of the journey and helps asset owners to understand their role as a responsible investor; define their financial, environmental, and social priorities using common frameworks such as the UN SDGs; and identify investment opportunities and risks embedded with their portfolios.

 

We exist to help asset owners become more educated on the topic of impact investment by filling a current knowledge gap in the industry. In order to create sustainable change and deliver solutions to the world’s largest environmental and social challenges, we need more asset owner capital going into impact investment. And we’re here to help make that happen.

MEMBER ENGAGEMENT

Ethical Compass help asset owners to engage their member base. Using the latest research from the University of Manchester, we build member engagement communication strategies that effectively achieve meaningful interaction with savers.

  • Focus groups

  • Sector behaviour insights

  • Copywriting
  • Social media strategy

TRAINING

Ethical Compass deliver concise, up-to-date and simple to understand training programmes, created bespoke for your requirements. We deliver simple introductory impact investment workshops as well as more sophisticated sessions that align with our Impact Wayfinder™️.

  • Introduction to impact investment

  • Purpose & values workshops

  • Staff training

  • Bespoke packages

PORTFOLIO MAPPING

By using a qualitative & quantitative approach to data analysis, we help asset owners to map their portfolios against a range of metrics. We then provide detailed interpretation of the results to help form strategies for our clients to realise opportunities and mitigate risks.

  • SDG mapping

  • Carbon & TCFD reporting requirement

  • Natural capital

  • Climate risk