ARCHITAS – GLOBAL ESG INVESTOR STUDY

INSIGHT-LED THOUGHT LEADERSHIP CAMPAIGN

Summary

  • Understanding what matters to retail investing in relation to ESG investment solutions
  • Research covering 15 markets across Europe and Asia
  • Delivery of internal, client and media facing content across all 15 markets
  • Follow up engagement with key European regulators to further disseminate research findings
Insight-led brand Campaign

Architas wanted to understand which factors of Environment, Social and Governance (ESG) mattered most to investors across its core markets in Europe and Asia. This was to build its brand awareness on ESG matters as well as to better inform its internal ESG strategy.

Strategy & Execution

H/Advisors Cicero created an insight engine using proprietary survey findings across 11 markets in Europe and Asia (Belgium, France, Germany, Italy, Spain, Thailand, Singapore, Philippines, Japan, Indonesia & Hong Kong), sampling 1,000 investors and high net worth individuals in each market.

We created a published flagship report exploring the various aspects of ESG and the trade-offs involved in balancing competing needs in different markets. This end-to-end process included survey questionnaire design.

We also created a number of additional outputs used to fuel press outreach for the whole of 2021, including a series of op-eds and a messaging document and tweet sheet to be used in each market covered in the survey.

The campaign highlights how investment products will need to evolve as ESG investing becomes ever more commonplace, clearly labelled in ways which retail investors can easily differentiate and supported by financial intermediaries who know where to find the best ESG investments for their clients

Andrew Roberts – Chief Creative Officer

Results

The flagship report was launched in May 2021 on the Architas website, hosted on a specific ESG Investing page.

All content was distributed via the internal communications team at Architas and across all social and traditional channels.

H/Advisors Cicero supported Architas in a follow-up engagement with key European regulators.

If you wish to discuss any of the issues mentioned in this article, please contact Andrew in H/Advisors Cicero’s campaigns team on andrew.roberts@h-advisors.global

H/Advisors Cicero developed AEGON’s global communications programme to support the need for workplace retirement savings, healthcare, and life insurance. This involved the development of global strategic themes across 15 core markets including the US, Canada, UK, Netherlands, Spain, Brazil, Japan and China.

Strategy & Execution

We developed a multi-layered research platform, including a global survey across all 15 markets, in-depth interviews with market experts and policymakers, and focus groups with key opinion leaders, employers and employees in the US, Latin America, and Europe. These insights fuelled global content that delivered fresh perspective on the need to make national retirement systems more resilient.

We assisted Aegon in redefining the global debate on pension reform. We identified the OECD as a key partner and developed global alliances with retirement thought leaders around the world.  Our research emphasised the important role of Aegon’s core workplace insurance products as part of the global solution to retirement readiness, which we demonstrated through the creation of the Aegon Retirement Readiness Index (ARRI) – now in its 12th year. Our insights and content helped OECD and national public policymakers in designing policies to support the take up of workplace-defined contribution plans, opening new market opportunities for Aegon in established markets like the UK and emerging markets like Brazil.    

The campaign really placed Aegon at the front and centre of the debate around the sustainability of global retirement systems and the need for a new social contract between the individual, employer and the state

Andrew Roberts – Chief Creative Officer

Results

More than 2,000 pieces of press coverage annually in key markets including the Netherlands, Spain, Brazil, US, and Japan. We achieved media placement in global media such as CNBC, Forbes and The Financial Times.

The establishment of two retirement research centres within Aegon in the Netherlands and Brazil producing a series of white paper reports containing global findings.

Input into OECD policy debates throughout the year, including at the annual OECD Forum in Paris and the Global Coalition on Aging. 

The creation of a coalition of employers and over 500 municipal governments in Brazil to support the expansion of defined contribution workplace pension plans.

The creation of the Retiready.com brand campaign to help drive the growth of the workplace and individual pensions businesses in the UK. 

If you wish to discuss any of the issues mentioned in this article, please contact Andrew in H/Advisors Cicero’s campaigns team on andrew.roberts@h-advisors.global

Brief

We have worked with Kennedys for over 12 years to help develop their internal corporate communications, brand, marketing and business development capabilities. During that time, we have helped the client to expand their business to over 23 countries, covering all the world’s major liability markets in Europe, Asia, North and Latin America. We achieved this through developing issues-led B2B marketing and business development campaigns around key liability themes including personal injuries, climate change, cyber risks, D&O/senior manager risks, and autonomous technology. 

Strategy & Execution

We undertake market research in over 15 countries combining consumer research with in-depth interviews with market practitioners in the Lloyds Market (underwriters, reinsurers, brokers) and the wider insurance market, government, regulators and corporates. We design our research platform to support 3-4 brand campaigns annually which involves creating thought leadership reports targeting B2B client audiences, social media and other web collateral, graphic design, and direct client engagement for 1-2-1 client and prospect meeting programmes.

Over the last decade our work with Kennedys Law has supported the partners across all major global markets in developing and growing brand, profile and new business opportunities across a range of sectors.

Mark Twigg – Chief Executive Officer

Results

We created a coalition of Kennedys’ UK clients to influence government thinking as part of the Jackson Review on personal injury costs. This resulted in amendments to the LASPO Act to introduce a ban on referral fees – a key corporate client policy demand. 

We created client roundtables to discuss a range of topical issues. Our insights on the impact of Brexit on the insurance sector helped Kennedys to land 5 client mandates to provide strategic advisory around Brexit transition risks.  

We ran two global brand campaigns around autonomous vehicles to support direct B2B client engagement in Asia and Latin America as well as building brand through PR and social media activity. 

We produced tailored marketing content and client roundtables and engagement to help build Kennedys’ brand following their market entry in countries such as Australia, Singapore and Hong Kong. 

We helped Kennedys to land a £1.2m UK Government grant by providing research and corporate communications support in the development of a new AI-driven ESG reputation risk tool. 

If you wish to discuss any of the issues mentioned in this article, please contact Andrew in H/Advisors Cicero’s campaigns team on andrew.roberts@h-advisors.global

With infrastructure being of strategic importance to government both in terms of the Covid-19 recovery and in the Levelling-Up agenda, ensuring that the needs of local populations are duly considered should be a key political ask. As such, our aim was to create an index used by commentators, media and local governments in order to measure the extent to which the UK is truly levelling up and to help identify and evidence local spending priorities. As such, our brief was to reinforce L&G as the leading institutional investor in the UK built environment sector, and in doing so support their overall brand awareness.

Strategy & Execution

Our strategy was to create a distinctive quarterly index that drives regular content to engage with key audiences across web, social media, print / broadcast media and direct engagement. The index also sought to offer a platform for L&G to showcase the impact of their UK investment portfolio.

We designed the L&G Rebuilding Britain Index (RBI) to provide a key benchmark of the UK’s success in ‘levelling up’ the economy across the left behind communities and households in the wake of the global pandemic, identifying the  UK’s investment priorities, regional investment gaps and barriers to increasing investment.

The campaign really highlights our ability to use the entire H/Advisors Cicero toolkit in order to deliver strong client outcomes across all disciplines – including media, brand and policy

Andrew Roberts – Chief Creative Officer

Results

Across social channels, the first three waves of the index alone achieved in excess of 1,000,000 impressions across Twitter and LinkedIn, with engagement (i.e. likes, shares and comments) of over 40,000 and more than 30,000 video content views. Compared against L&G’s press email benchmarks, all emails concerning the RBI exceeded the click rate.

The dwell time on the RBI hub was six times higher than the website’s average. Equally, the articles published in conjunction with the 2021 waves of the RBI are in the top 10% of L&Gs most viewed articles.

The campaign was covered by major press outlets, including BBC, Sky, Telegraph, Times, Daily Mail, CNBC, Bloomberg, and reached over 1.5 million people. It has also driven enquiries from around 150 central and local government officials. Furthermore, L&G CEO Nigel Wilson often uses RBI data to inform his work on the Prime Minister’s Build Back Better Business Council (BBBBC).

If you wish to discuss any of the issues mentioned in this article, please contact Andrew in H/Advisors Cicero’s campaigns team on andrew.roberts@h-advisors.global

Brief

AXA is one of the largest global insurers, with over 108 million customers around the world. As part of our work together, H/Advisors Cicero identified an opportunity for AXA UK to engage with upcoming UK Government-funded trials of driverless vehicles.

Strategy & Execution

H/Advisors Cicero liaised with local authorities and officials at the Department for Transport and the Business Department. This has resulted in AXA becoming involved in the first UK Government-funded trials for driverless vehicles in Bristol and Milton Keynes and the business was subsequently involved in five trials across the country.

The H/Advisors Cicero public affairs team has also authored or co-authored three policy reports to date on driverless vehicles as part of AXA’s involvement in the Venturer and Flourish trials.

Result

AXA is recognised by Government and in Parliament as a go-to organisation on driverless cars. This is evidenced by the inclusion of quotes from an AXA director in the Government press release on the publication of the Vehicle Technology and Aviation Act, setting out an insurance framework for driverless cars.

H/Advisors Cicero has also helped AXA UK establish, and is currently the secretariat of, the All-Party Parliamentary Group on Connected and Automated Mobility to continue to raise its profile among Parliamentarians and be at the forefront of policy discussions around driverless cars.

Brief

CVC Capital Partners is a world leader in private equity and credit with $125 billion of assets under management and $165 billion of funds committed across a global network of 24 international offices. CVC sought to create and highlight its commitments to demonstrating good Environmental, Social and Governance (ESG) management and transparent reporting practices through the design and creation of an annual ESG report.

Strategy and execution

H/Advisors Cicero worked closely with CVC on the design and creation of its first ESG annual publication for 2021. The report looked at the themes that are core to CVC’s approach, such as customer focus, climate change and engagement with employees and their communities, its work with EcoVadis, one of the world’s leading sustainability rating agencies, and its priorities for the future. H/Advisors Cicero developed a core style and theme reflecting CVC’s style and brand whilst introducing new design elements and interactive features to bring the content to life.

Results

CVC is looking to continue the design and creation of the report annually and hope to continue to develop and evolve the design and content of future reports.