Strategy
Assess ESG Integration in a Family Office Portfolio
Overview
What this challenge is about.
Analyze the current portfolio's ESG ratings using MSCI or Sustainalytics data (provided). Identify sectors with high carbon footprint and poor social scores. Recommend a new asset allocation that increases ESG score by at least 20% while maintaining a 60/30/10 equity/bond/alternative split. Deliver a written report with a proposed portfolio, impact metrics, and a rebalancing plan. Success is a portfolio that meets return targets and achieves a 'AA' MSCI ESG rating.
The Brief
What you'll do, and what you'll demonstrate.
How can the family office transition to an ESG-integrated portfolio that meets return requirements and satisfies the family's values?
Earning criteria — what you'll demonstrate
- Integrate ESG criteria into asset allocation and security selection
- Measure and report impact using industry standards (IRIS+, GRI)
- Balance financial returns with sustainability objectives
- Navigate family office governance and multi-generational preferences
Program Fit
Where this fits in your program.
Sharpens the same skills your degree expects you to demonstrate.
Skills
Skills you'll demonstrate.
Each one shows up on your verified credential.
Careers
Roles this prepares you for.
Real titles. Real skill bridges. Pick the one closest to your trajectory.
Career mappings coming soon.