Case Studies: Existing Fund Refinement for Fund Managers

 

Thornburg Investment Management

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We worked with the marketing and investment teams at Thornburg to increase their understanding of the impact investing field and to examine Thornburg’s alignment with ESG factors as the firm positioned and launched a new ESG fund. During this engagement, we led a series of conversations with marketing and portfolio managers and provided feedback on Thornburg’s ESG Investment Policy Statement.

Global Impact Investing Network

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As part of the GIIN's strategy to bring more impact investing capital to the market, the ImpactBase database was created. ImpactBase is a searchable, online database of impact investment funds and products designed for investors to connect with fund managers. During 2014, Godeke Consulting managed all of the functions of ImpactBase for GIIN including curation of fund profiles, communications with subscribers and fund managers and the technology platform. Our team increased the number of funds on ImpactBase as well as subscribers.

Impact Investing Mutual Fund Group

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Godeke Consulting worked with a leading impact investing mutual fund group to fine tune its strategy to expand its influence and market with institutional fund platforms through a series of targeted interviews with financial advisors. Our team developed an interview template with the goal of determining how financial advisors prioritize impact investing funds, gather information and education on impact funds, and how they incorporate impact investing funds into their advisory operations and capital deployment. Based on these results, we made a series of specific recommendations to the fund group about how it could re-allocate its marketing resources to accelerate its asset growth on these platforms.