The Challenge

In recent years, there has been a surge in investor interest in sustainable investing and ESG integration. Asset managers such as BlackRock and Vanguard have responded by introducing ESG-focused investment products and integrating ESG criteria into their investment decisions.

Environmental, Social, and Governance (ESG) factors are exerting a growing influence on investment decisions and regulatory requirements. Financial institutions face mounting pressure to incorporate ESG considerations into their business practices, investment strategies, and risk assessments. This is essential for addressing sustainability concerns and aligning with evolving stakeholder expectations.

The Solution

Capsifi adopts a multi-pronged approach to this challenge by:

Providing insights into customer interest in sustainable investing and ESG through the use of customer journeys and tracking customer satisfaction and aspirations.
Adopting a strategic approach by incorporating ESG policies and objectives into the organization’s strategic purpose. This includes exposing a direct line of sight into the initiatives and projects the organization funds.
Creating ESG-focused assessments that place a sustainability and ethical lens over the organization’s entire operating model. This ensures that investor demand for socially responsible investment options is not only met but also reflected in the organization’s practices.

Here’s some practical ways the Capsifi platform can address and resolve these industry-wide challenges:

Analyze customer personas and their experiences to understand how and where your ESG priorities influence investment and purchasing decisions
Integrate ESG policies and objectives into the strategic purpose of your organization, demonstrating traceability from these into initiatives and company investment decisions
Develop ESG-specific assessments applicable to various elements of your operating model to establish a profile of ESG awareness and compliance internally