Case Study

Enabling Wealth and Asset Management Growth

Company

Asset management company located in Southeast Asia

Challenge

The organization and its clients lacked a clear understanding of key drivers of Islamic, SRI, and Conventional public equity indexes which resulted in lower performance compared to other industry constituents.

Intervention

Bâton Global (B|G) supported the collection and analysis of data to enable the assessment of performance of Islamic, SRI, and Conventional public equity indexes. B|G worked with the client to identify and support key institutional clients by educating them on public equity index performance, while also supporting the client in mobilization of additional assets under management.

Results

B|G delivered valuable insights to the organization, its clients, and the broader financial services industry on the risk-return performance and role of Islamic and SRI assets within a well-balanced equity portfolio.

Learn More

The scope of this project includes four main areas of activity:

Insight

Innovation

Integration

Impact