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Case study – Responsible Fixed Income Investing – Learning from the best
Sculpt Partners benchmarked ESG practices of a leading Indian alternative fixed-income manager and trained the investment team to enhance existing practices
Challenge
- Leading fixed income manager and subsidiary of one of the most reputed family-owned financial institutions in India
- Implemented many progressive ESG policies and programs to integrate ESG lens into the investment life-cycle
- However, unable to make meaningful impetus in attracting ESG-aligned overseas institutional investors and family offices as Limited Partners (LPs) for its recently launched fixed income fund on affordable housing
Our approach
- Benchmarked asset manager’s current ESG policies and practices comprehensively based on four dimensions – Policy, Metrics & Targets, Engagement, Reporting & Accountability
- Substantiated current gaps by drawing insights from global best-in-class fixed income managers
- Developed a six-pronged recommended action plan covering ESG policy, risk assessment, targets, investee engagement, reporting and advocacy
Impact
Best-in-class ESG practices to attract sustainability-themed Limited Partners (LPs)
ILLUSTRATIVE DELIVERABLES
ESG benchmarking framework
Benchmarking gaps with peer fixed asset managers
Insights from best practices
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