Case Studies: Research and Analytics for Fund Managers

Thornburg Investment Management

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.

Impact Investing Mutual Fund Group

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.