Stewardship
Responsible Investors
What challenges can I help you to overcome?
Here are examples of key challenges you may encounter that I can help you address.
Contact me to discuss any of your challenges.
1. Lack of a deeper understanding of the role and value of effective stewardship in your activities / investments.
2. Difficulties to gain the buy-in of internal stakeholders for the effective implementation of your stewardship practices.
3. Unsure if your stewardship practices meet current regulations or best practices, or are aligned with your sustainability goals and those of your clients or beneficiaries.
4. Looking to develop a fully new or enhance your existing stewardship framework (governance, policies and processes) and do not know how to start.
5. Unclear about how to define your engagement or voting strategy, or enhance your engagement or voting activities.
6. Unsure how to best select your third party voting or engagement partners, and what is important to consider.
7. Lacking internal resources necessary to strengthen or develop your stewardship capabilities.
8. Uncertain about how to meet stewardship reporting obligations arising from regulations or memberships, or how to respond to clients' requests for proposals (RfPs).
9. Aiming to enhance your collaborative engagements or membership in sustainability organisations.
10. As asset owners, having difficulties with the due diligence of external asset managers or ensuring that selected ones meet your sustainability and stewardship objectives.
What solutions can I provide for you?
Based on your current stage in the stewardship journey, the challenges you face, and your goals, a tailored solution may encompass a combination of various formats, including:
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Educational awareness through training and workshops
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Health check analysis and enhancement assessments
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Advisory services and collaboration with internal or external partners
Below are some examples of how I can address your challenges. Contact me to find out how I can support you.
1. Identifying the various factors driving your stewardship activities (e.g., mission and values, client or beneficiary requests, regulations, memberships, fund certifications, etc.).
2. Evaluating and realigning your stewardship goals and strategy.
3. Developing or enhancing your stewardship framework—governance, policies, and processes.
4. Helping to develop effective engagement and voting strategies.
5. Assisting in evaluating resource allocation to enhance your stewardship activities (internally or externally).
6. Facilitating awareness and education for internal stakeholders through workshops on various aspects of your stewardship activities.
7. Supporting with the review of stewardship regulations and reporting requirements.
8. Supporting the selection of external service providers for stewardship.
9. Enhancing your collaborative engagement activities.
10. Reevaluating and enhancing your participation in sustainability- or industry-related organisations
Get in touch
If you're interested in discovering how to become a more effective steward and responsible investor, feel free to contact me at juliana.barbosa@b-lief.ch or submit your inquiry using this form.