Reimagining Success:

Enhancing Governance for a Strong CSR Profile

Learn how we helped a leading European financial services company improve governance practices and receive the highest rankings from ESG ratings agencies, reflecting the company’s dedication to responsible and sustainable practices.

Background:

Fostering positive change at the Board level

Our client, a prominent European financial services major, sought to streamline its Board of Directors by improving diversity, accountability and tenure parameters. With an upcoming AGM involving significant board changes, our client aimed to address the influence of non-independent leadership and dominant local shareholders.

Our Solution:

Comprehensive governance analysis

We conducted a comprehensive analysis of governance practices among industry peers, focusing on board composition, mandates and shareholder rights. We interviewed significant institutional investors, exploring their main areas of concern and uncovering critical focus areas. Our team turned the insights into actionable strategies for the client in line with their business objectives.

Our Difference:

Process rigour and extensive interview experience

Led by Stu Taylor, our team of experienced interviewers and researchers brought rigour to the analysis. Leaning on years of collective experience, we were able to hold each participant’s attention and extract extensive detail to inform our recommendations and provide the client with frank and comprehensive verbatim. We quickly reached the heart of core concerns and recommended actionable steps to the client.

Results:

Higher ESG rankings, reflecting stronger governance

By adopting our recommendations, the company improved transparency and accountability within the Board. We orchestrated the removal of a contentious voting restriction and secured unanimous shareholder support for Board changes, which are clear markers of improved governance practices. The higher governance profile raised the company’s overall CSR profile, and it received higher rankings from ESG rating agencies as a result.

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