If you are planning a conference, team-building event, or away day, and looking for a way to bring your event to life – we can help. Our experiential simulations and activities, which can be tailored to your needs, will drive engagement, and turn passive sessions into fun and active experiences. Whatever the theme of your event, we will have a solution to meet your needs.
In our ESG Equities Investing Simulation…
Teams are given an ESG scorecard for a number of companies describing the major ESG themes impacting them, and the risks (and opportunities!) these themes present to the financial performance of the companies. Using the ESG rating information and business and markets news from an online news portal, teams make their investment decisions and create their portfolio. Their portfolio will have an ESG score, which is a function of the ESG scores and weights of the companies in their portfolio.
Performance assessed on fund performance and ESG credentials
In the ESG simulation, portfolio analytics allow teams to assess performance on an absolute, relative and risk adjusted basis, and fund performance is measured against a composite index. End of year AUM is based on fund performance during the year and winning new ESG mandates. The better their portfolio ESG score, the more new business they will win for the following year. Teams are then given updated company specific news, and news on a macro level that will impact the ESG ratings of all the companies. They get the opportunity to rebalance their portfolios to generate positive alpha whilst maintaining a strong ESG rating for their respective portfolios.