Capstone – Project

26. Recommend positioning of new impact investing product

A Collaboration Between

Engagement Synopsis

At Ecofin, we believe we’re at the forefront of a sustainability revolution with an industry that is just  coming into play. Global challenges are in need of capital and investors are striving to make an impact without  sacrificing returns. Industry leaders are coupling ESG integration, SDG alignment and traditional investing to establish  long-term value for their clients through a myriad of sustainable investment offerings.  

Ecofin is seeking to engage a project team to perform an in-depth review of the investment management industry focused on the sustainability space. Students will perform a gap analysis comparing Ecofin to other leading sustainable investment management  firms, highlighting any identified gaps, recommendations for change and areas for improvement.

 

Company Information

CompanyTortoiseEcofin
HQKansas
RevenueUnlisted
Employees100-500
StageSmall Business
Hiring PotentialFollow-on Projects, Formal Internship, Entry Level Full-Time, Upper Level Full-Time
Websitehttp://www.tortoiseecofin.com

Company Overview

Ecofin is a sustainable investment firm dedicated to uniting ecology and finance. Our mission is to generate strong risk-adjusted returns while optimizing investors’ impact on society. We are socially-minded, ESG attentive investors, harnessing years of expertise investing in sustainable infrastructure, energy transition, clean water & environment and social impact. Our strategies are accessible through a variety of investment solutions and seek to achieve positive impacts that align with UN Sustainable Development Goals by addressing pressing global issues surrounding climate action, clean energy, water, education, healthcare and sustainable communities. Ecofin Investments, LLC is the parent of registered investment advisers Ecofin Advisors, LLC and Ecofin Advisors Limited (collectively “Ecofin”).

Industry Mentors

Company Admin

Greg Murphy

[email protected]

Company Admin

Kate Moore 

[email protected]

Company Admin

Haley Hoeven

[email protected]

Course Info & Engagement Details

SchoolMasters in Business Administration (MBA)
Engagement Format -
CourseMBA Interterm (SPRING 2021)
LevelGraduate
Students Enrolled120 enrolled, 3-5 students per team per project
Meeting Day & Time3/22-25/2021
Student Time Commitment30+ Hours Per Week
Company Time Commitment5+ Hours
Duration0.43 Weeks

Project Topics

Academic Mentors

There are currently no supervisors assigned.

Assigned Students

Student

Ari Banerjee

[email protected]

Student

Emily Corcoran

[email protected]

Student

Paddy Foss

[email protected]

Student

Madeline McEvily

[email protected]

Program Timeline

Touchpoints & Assignments Due Date Submission
OFFICIAL PROJECT KICKOFF

OFFICIAL PROJECT KICKOFF

Each company will provide a web conference link and time for scheduled kickoff meeting
March 22 Event na
PROJECT COMPLETE: UPLOAD FINAL DELIVERABLES PROJECT COMPLETE: UPLOAD FINAL DELIVERABLES
Please upload your final presentations and/or any final reports you delivered to the company.
March 25 Submission Required submission-required
Final PEER Evaluation Due

Final PEER Evaluation Due

March 28 Event na
Final SELF Evaluation Due

Final SELF Evaluation Due

March 28 Event na
Temperature Check #1 Due by 5:00 PM ET

Temperature Check #1 Due by 5:00 PM ET

March 22 Event na
Temperature Check #2 Due by 5:00 PM ET

Temperature Check #2 Due by 5:00 PM ET

March 23 Event na
UPLOAD STATEMENT OF CONFIDENTIALITY UPLOAD STATEMENT OF CONFIDENTIALITY
During this program, you'll be working on a real project posed by a real industry partner. Please download, sign, and then upload the Statement of Confidentiality. If your industry partner requires an additional NDA, that will be loaded as a Project Resources
March 20 Submission Required submission-required
Final Interterm Feedback Survey

Final Interterm Feedback Survey

March 28 Event na

Key Milestones & Project Process

  • March 22, 2021 - Deep dive into the investment management industry focused on the sustainability space

    • Industry outlook
    • Near term and long term industry drivers
    • Industry inflows, outflows and fees
    • Challenges and tailwinds for the industry
    • Top trends and highlight major sustainable investment themes

    Suggested Deliverable:

    Graphic/PowerPoint presentation (focus on substance over format)

  • March 23, 2021 - Deep dive into Ecofin's sustainable investments strategies and portfolio

    • Strategies employed by Ecofin with regard to sustainable investments
    • Summary of new products launched by Ecofin
    • Summary of how Ecofin distributes their products
    • Description of how Ecofin attracts talent
    • Ecofin’s profile with regard to:
      • Assets Under Management
      • Ownership
      • Firm history and growth
      • Strategy review
      • Successes and failures
      • Geographic presence
      • Inflow/outflows
      • Integration of corporate responsibility
      • Measurement & reporting
      • Coalition associations
    • Are there other sustainable themes to consider in addition to those listed above?
    • Are the currently offered themes supported?

    Suggested Deliverable:

    PowerPoint/other presentation (focus on substance over format)

  • March 24, 2021 - Analysis of key players with brands tied to sustainability and ESG

    • Research EcoFin’s competitors, building upon the list of current competitors provided by the client.
    • Comparison of strategies employed by dedicated sustainable investment firms versus the “ESG” reaction  from investment supermarkets
    • Summary of new product launches by dedicated firms
    • Analyze how dedicated firms distribute their products
    • Assess how dedicated firms attract talent
    • Profiles of key players with brands tied to sustainability and ESG, including:
      • Assets Under Management
      • Ownership
      • Firm history and growth
      • Strategy review
      • Successes and failures
      • Geographic presence
      • Inflow/outflows
      • Integration of corporate responsibility
      • Measurement & reporting
      • Coalition associations
      • Other sustainability themes (e.g. Gender Lens Investing)
    • What component of this space is occupied by firms with:
      • a dedicated focus/specialization on sustainability and ESG?
      • sustainability as a broader approach (e.g. Blackstone )

    Key Competitors

    • Primary
      • Impax
      • Calvert
      • Generation Investment Management
      • Mirova
      • Federated Hermes
      • Schroders

     

    • Secondary
      • Generate Capital
      • Inclusive Capital Partners
      • Ninety One
      • Inherent Group
      • Lansdowne Partners
      • Sustainable Development Capital

    Refer to additional information on competitors (attachments)


    Suggested Deliverable:

    • Competitor Profiles and Quartile Rankings
  • March 25, 2021 - Gap analysis comparing Ecofin to other leading sustainable investment management firms

    • Highlight identified gaps
    • Rank order/prioritize return-on-investments
    • Identify areas for improvement and make recommendations for targeting priorities based upon the analysis

    Suggested Deliverable:

    PowerPoint Presentation/Narrative (at the discretion of the group)