Featured case studies
Work that clarifies the next decision. Selected cases across investor relations, sustainability, research and governance, with the contribution made explicit.
Investor Relations · Case study
Taking responsibility for the full investor-relations cycle while making operating performance, investment priorities and strategic change easier to examine.
Read the case study↗ : Investor relations through corporate transformation Investor Relations · Case study
Restoring continuity, strengthening the investment narrative and extending investor dialogue through changes in the business and its organisation.
Read the case study↗ : Rebuilding investor relations through corporate change Sustainability · Case study
Connecting a maturity assessment and material priorities with departmental ownership, defined measures and phased targets.
Read the case study↗ : A management roadmap for sustainability Data Analytics · Case study
Flexible research support connecting recurring company coverage, financial models and conference preparation with the needs of an internal team.
Read the case study↗ : Continuity behind a demanding research agenda Strategy Consulting · Case study
Helping a family establish investment policies, research processes and portfolio review around the long-term stewardship of its capital.
Read the case study↗ : A disciplined foundation for an investment office 01 / Investor engagement
Listed diversified NBFC
Preparing the businessfor investor scrutiny. A closer look at the investor-engagement workstream within the corporate-change case: departmental information, results communication and investor-event preparation.
Our contribution Coordinated departmental inputs. Translated complex information into investor presentations and prepared summaries of peer results and analyst coverage. Supported event preparation, registrations and investor queries. Explore this workstream Investor events Outreach, registrations and preparation for management dialogue.
Peer intelligence Recurring performance comparisons and market context.
02 / Sustainability reporting
A leading retail-destination operator
The structure of the work
From priorities to a coherent report 01 Establish the narrative Connect business context with material priorities.
02 Organise the evidence Bring initiatives, measures and reporting boundaries together.
03 Design for understanding Give strategy, action and performance a clear visual hierarchy.
A coherent account of sustainability. Concept, content and design for a leading retail-destination operator’s sustainability report.
The reporting task Bring the company’s sustainability priorities, initiatives and performance into a single publication.
Our contribution Developed the report’s structure, written narrative and visual presentation. Read the reporting case study 03 / Management information
Financial services
From reported data to a useful management view. Dashboard work connects the overview leadership needs with the measures and responsibilities behind it.
A leading financial-services company · Sustainability dashboards
Bring the measures onto a common basis. We structured leadership and departmental sustainability reporting around defined periods, baselines and targets. Reporting status and responsible stakeholders remained visible alongside the measures.
What the work established A defined basis for presenting sustainability measures, reviewing reporting completeness and following up with the responsible teams. Read the dashboard case study The structure of the work
The overview and the evidence 01 Leadership view Measures and exceptions for the management discussion.
02 Reporting basis Definitions, comparison periods and data coverage.
03 Departmental detail The operating information and owners behind the summary.
04 / Enterprise risk and continuity
A food and grocery retailer · Draft working tools
A shared basis for risk decisions. Draft risk criteria and business-impact templates connect the assessment of severity with the questions behind recovery planning.
Explore the risk and continuity work The structure of the work
From exposure to response 01 Assess the risk A consistent basis for likelihood and consequence.
02 Understand disruption Critical activities, dependencies and recovery requirements.
03 Assign action Accountable owners and a route for review.
05 / Corporate communications
Specialist financial-services businesses
Specialist subjects. Distinctive publications. Concept, content and design for two newsletters, connecting an editorial structure with the writing and visual identity of each publication.
Explore the communications work The structure of the work
Make expertise readable 01 Concept Define the audience and editorial purpose.
02 Content Develop explanations, analysis and useful context.
03 Design Establish a clear sequence and consistent reading experience.
Business context
Across businesses. Close to the detail. Our work spans large corporates, mid-sized businesses, startups, consulting firms and asset allocators.
Listed companies Established private businesses Growth companies Professional-services firms Asset allocators Financial institutions
Explore the industry context