Responsible Investment Practices, Part 1: The Speed–Governance Tension
Reimagining Responsible Investment GRC as a competitive capability, not a compliance cost.
IndustriesFinancial services and private capital
Financial services and private capital
Operating model, valuation and governance can be judged together
“How do operating model, valuation and governance fit in a single view?”
Our impact
Selected work, and what it changed.
Banking operating-model diagnostic
The workA structured maturity assessment that links every gap to a priced service
The outcomeEach finding leads to a next step and a price
Banking process taxonomy
The workA common process language, with core-platform vendor selection
The outcomeOperating-model and sourcing decisions rest on one baseline
Valuation across asset classes
The workInvestor-framework valuation for eight asset classes
The outcomeValuations that withstand investor scrutiny
Investor education platform
The workTen analytical frameworks joined by one decision engine
The outcomeInvestors reach decisions through a consistent, explainable method
Responsible-investment framework
The workA multi-dimensional approach to alignment
The outcomeClaims can be tracked, reviewed and defended
Advisory operating platform
The workA command centre with governed documents and tracking, for adviser and direct-investor models
The outcomeAn advisory business runs deal flow, documents and decisions in one place
Financial management application
The workA secure desktop application for enterprise financial management
The outcomeFinance teams work from one controlled record
Related research
Bring us the question your industry is asking
Tell us the decision in front of you. We will reply with how we would approach it.
From the United States to leadership teams worldwide, virtually or on site.
- 1FrameAgree the decision to be made and the evidence it requires.
- 2BaselineEstablish where the organization stands today.
- 3CommitAgree the scope, the model and the price.