At the request of a major player in asset management and related services, a subsidiary of a leading French banking group strongly committed to promoting responsible investment, we produced a specific solution dedicated to the deployment of one of their strategic pillars, around the Group’s CSR values.

Solicited in advance of the phase, we accompanied our client in the validation of the formulation of its strategic intention and supported the implementation of its transformation effort within its organization (process by process). Our role consisted in federating the teams around common values, evangelizing the asset managers on the scope and meaning of their trade-offs, proposing the induced adjustments within the value chain and we contributed to the implementation of an institutional and product communication aligned with the strategic intent.

Our contribution helped launch a major transformation process by acting as a decision support tool and by proposing the appropriate technical expertise to decide, anticipate, program and control.

According to our client : “From our first exchange, Isalys perfectly understood our request. They were very reactive in introducing us to Valerie, whose profile corresponded in every way to our needs.  They accompanied us throughout the project and showed a lot of flexibility with Valerie to adapt to the strategic reorientations of our entity. “

We will be present at our client’s side in the subsequent phases of its transformation project

Do not hesitate to contact us.


Isalys AM Team