All Case study articles
View all stories of the same content type.
-
Case study
La Française Asset Management: Measuring temperature alignment
Aggregating holdings into a portfolio-level temperature rating
-
Case study
Trillium: Setting a portfolio-coverage target
Leveraging the simplicity of science-based targets.
-
Case study
Danica: Reaching net zero through sectoral target setting
Setting an ambitious target in the utilities sector.
-
Case study
AlbaCore Capital Group: Carbon conscious investing
Measuring the carbon footprint of private credit issuers
-
-
-
-
Case study
Infranity: Assessing climate performance to build sustainable infrastructure portfolios
Using a target-setting methodology to reduce portfolio and asset emission intensity
-
Case study
Linzor: Responsible and active ownership in emerging market private equity
Implementing ESG and impact-related initiatives during the investment holding period
-
Case study
Frazier Healthcare Partners: Diversity, Equity, Inclusion and Advancement Scorecard
Monitoring portfolio companies’ progress on DEIA
-
Case study
Harrison Street: Leveraging building design and operations to enhance occupant health
Measuring the sustainability performance of senior housing properties
-
Case study
EcoEnterprises Fund: Cultivating gender-inclusive investments
Financing female-led companies and developing female business leadership in Latin America
-
Case study
Itaú AM: Integrating climate scenarios into investments
Considering climate risks and opportunities in the investment process
-
Case study
UBS SDIC FMC: Bridging the gap in ESG integration standards
Developing ESG integration practices through investing in non-domestic markets
-
Case study
SBIFM: Applying an ESG assessment framework to IPO companies
Leveraging the pre-listing period to improve companies’ ESG data disclosures
-
Case study
LACERS: Implementing an ESG risk framework
Developing a framework to identify and address material ESG risks
-
Case study
Kandeo: Implementing ESG action plans
Implementing systems to manage ESG risks within portfolio companies
-
Case study
Abeille Assurances: Aligning the portfolio to a net-zero trajectory
Moving beyond risk to seize climate-transition opportunities
-
Case study
Sycomore Asset Management: Assessing the societal contribution of companies
SDG outcomes case study
-
Case study
Mirabaud Asset Management: Reaching net zero through engagement
Mirabaud believes the optimal asset allocation strategy to support the energy transition is to invest in energy-intensive companies that demonstrate a willingness to shift their business models and develop alternative energies