How Logica® helped an investing technology company inform ESG product development

As the demand for sustainable and ESG (Environmental, Social, and Governance) solutions grows, many companies seek to understand how best to meet the needs of a wide range of customers and effectively communicate the value of its ESG offerings–as part of their products, production, and their companies. Environmental (E) factors assess a company’s impact on the planet, social (S) factors examine how it treats people and communities, and governance (G) focuses on internal management and accountability. ESG is also widely used by investors to make decisions based on ethical and sustainability considerations, beyond just financial performance.

Logica Research partnered with an innovative investing technology company to inform their ESG product development and marketing—and determine how to best communicate how companies are performing on ESG criteria and the potential impact on value.

Case Study: ESG Product Development Opportunity

ESG and sustainable investing has expanded across the world. ESG investing has roots with institutional and advised investors and has gone beyond those investors to main street, retail investors with the expansion of ESG and sustainable centric funds. Logica’s client wanted to conduct foundational and exploratory research to uncover awareness and understanding of ESG investing to develop and communicate its investing tool for investors of all types.

ESG Product Development and Marketing Solution

Logica, working closely with the client company, designed a comprehensive study that included both qualitative and quantitative research among a broad range of investors to explore, define, and measure what ESG and sustainable investing means and what tools would be most helpful in choosing investments that align with an investors’ values.  The sample design was deliberately inclusive to allow for input from inexperienced and experienced investors to dig deep into what is important to investors among environmental, social and governance factors.

Impact of The Study

The study brought in-depth foundational research to the organization and expanded the understanding of true perceptions of ESG and ESG investing. The results were shared broadly in the organization with both product development and marketing teams and were used to inform product development and positioning. In addition, insights were shared in a white paper and at conferences to communicate the current state of understanding of ESG investing.

Making Product Development Research Work For You

Financial product development for financial and technology companies, and other growing organizations, is essential for success. Logica’s deep product development experience, and collaborative approach, can help you succeed in market. To discover more, reach out to us!