A case study of our insight-led outreach for institutional audiences
Uncovering insights in opaque markets. How we identified the next big trends in corporate governance to inform an asset owner’s ESG strategy
Learn how we work with finance and investment clients:
→ Finance and investment
Explore the services featured in this project:
→ Business intelligence
→ Strategic communications and messaging
→ Insight-led outreach for institutional audiences
Objective
Identify the next big trends in corporate governance to inform an asset owner’s ESG strategy
A Canadian real estate investment company wanted to benchmark corporate governance practices in their sector in response to growing interest from responsible investors. Among private companies, like this client, governance and sustainability information is rarely publicly available.
Approach
Combine Insight-led outreach for institutional audiences and strategic communications with regulatory and competitor analysis
In collaboration with a governance expert, we benchmarked corporate governance policies, mandates and disclosure patterns to identify a market baseline. We interviewed experts and practitioners to uncover off-the-record governance issues on the horizon. We conducted a regulatory sweep to identify the ESG trends on regulators’ watch list. As well as examining corporate governance red flags drawing the attention of AI-based investor platforms. This project drew on The Action Exchange’s unique approach to developing business intelligence and translating research findings to support the client's strategic planning and benchmarking in this area.
Outcome
Demystifying an area of growing concern among sustainable investors
Our analysis combining public and private sector corporate governance and ESG insights brought clarity to the asset manager’s governance priorities. By shedding light on which governance issues are gaining traction with investors and other stakeholders, our client can strengthen their governance performance to position itself as a market leader and improve their ESG communications.
