OUR IMPACT
Designing a Responsible Future for a Wealth Management Firm
How might we create wider positive impact with £25bn+ of assets?
DELIVERABLES
Vision & purpose workshops
Carbon emissions baseline
Impact assessment
Materiality assessment
Action plan & roadmap
Measurement dashboard
ESG Strategy & Reporting
Capability building
OVERVIEW
The financial industry has a pivotal part to play in moving towards a sustainable future for our planet and its people. With over £25bn client funds under management, our client recognised its potential to create a broader positive impact with the assets it manages and differentiate the firm in a highly competitive market.
THE CHALLENGE
Over the last few years, the firm has made significant efforts to move towards more sustainable and ethical investments to meet increased demand from their clients and market looking beyond return towards legacy. An important transition for our society, it is also a growth area for the client. The firm engaged Stance to help them understand their impact and design a strategy and reporting framework to ensure they operate and grow responsibly.
THE IMPACT
Through our collaborative approach, we co-designed, embedded and helped communicate the benefit of the firm’s new sustainability strategy. Engaging a broad group of stakeholders during the process ensured the plans were well received by shareholders and stakeholders alike. Since launching its vision and action plan, the firm has put in place governance to manage and mitigate carbon emissions, made cost savings and identified new impact opportunities through integration of Sustainable Development Goals. It has engaged its workforce in a common purpose and created a stronger position in its marketplace, evidenced by new growth with its target audience. We continue to work with the firm to develop and integrate their ESG strategy.
"We hired Stance because from the outset they understood what was valuable to us. We gave them a tough brief of delivering quickly, under significant pressure, and integrating to support our team. They exceeded our expectations, taking us from mixed progress to a clear, actionable plan that our teams can deliver and that our clients and board are excited about."
Let's shape tomorrow together.
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