Service 03 · Short-term interim support

Short-term interim support in asset management and responsible finance

Operational support for an absence, a vacancy, a peak in workload or a transition period: RFPs, documentation and reporting, voting monitoring, engagement.

Discuss your needs The approach
Operational from day onequick handover of the existing setup
Continuitydeadlines, committees and reporting secured
Handoverdocumented transfer to the team taking over
The challenge

Ensuring continuity without lowering quality

An absence, a vacancy, a peak in workload or a transition period can temporarily weaken a function that is nonetheless essential to an asset manager.

The aim is to ensure continuity quickly, without lowering the quality of processes, deliverables or regulatory and ESG monitoring.

The principle is support that is operational from day one: able to understand an existing setup quickly, keep it running and prepare a clean handover to the team or person taking over.

  • RFPs and tenders for service providers or asset managers;
  • drafting, updating and securing documentation;
  • producing and consolidating financial or ESG reporting;
  • monitoring voting policies and consolidating votes;
  • monitoring engagement actions;
  • SRI and ESG indicators;
  • regulatory and sector monitoring;
  • coordinating one-off projects or campaigns;
  • automating processes and structuring databases.
The approach

An approach in six stages

Fitting into the existing setup without disrupting it, delivering, then handing over cleanly.

  1. Quick onboarding

    Understanding the scope, deadlines, contacts, tools and points of attention.

  2. Prioritising critical activities

    Identifying essential outputs, regulatory deadlines, committees, reports and operations that require immediate continuity.

  3. Working within existing processes

    Working with the organisation’s tools, procedures and approval channels, without imposing a redesign during the interim period.

  4. Delivery and coordination

    Taking on the work: analysis, documentation, RFPs, reporting, supplier monitoring, voting, engagement, ESG data or cross-functional projects.

  5. Targeted securing and improvement

    Where useful, identifying weak points: missing data, poorly documented procedures, manual dependencies, possible controls or automation.

  6. Handover

    Documenting the work done, the status of ongoing files and points of attention, and handing over to the person or team taking over.

Depending on the assignment

Deliverables

  • RFP files, specifications and assessment grids
  • Financial, ESG or regulatory reporting
  • Analysis notes and committee materials
  • Voting and engagement tracking tables
  • Procedure documentation and operating guides
  • Databases and monitoring tools
  • SRI/ESG indicators
  • Regulatory or sector monitoring tools
  • Automation of recurring processes
  • Dashboard of work and deadlines
  • Handover note and documentation of ongoing files
References

Experience within, or for

Roles held from the inside, in industry bodies, audit and consulting firms.

  • Investment department · project managerFrance Assureurs
    • industry-wide programmes;
    • financial and ESG reporting;
    • sustainable investment and biodiversity;
    • sector representation and advocacy.
  • Audit, risk and transformationMazars

    Support for the implementation of the CSRD in audit and internal control matters.

  • Head of Responsible FinanceObservatoire de l’Immobilier Durable
    • managing a team dedicated to responsible finance;
    • EU Taxonomy guidance note on the circular economy;
    • work related to the French SRI label (Label ISR);
    • studies on the ESG/SRI practices of real estate funds and players;
    • studies, briefings, workshops and conferences.
  • Consulting and operational supportWild Trees
    • SRI due diligence on real estate vehicles;
    • analysis of securitisation / covered bond portfolios;
    • structuring of building databases;
    • automation of SRI processes;
    • sector monitoring and analysis;
    • design of ESG indicators and reporting.

Taking over, securing deadlines, delivering and handing over.

An absence to cover, a peak to absorb?

Tell me the scope, the expected duration and the deadlines to meet. I will get back to you quickly.

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See also

Service 01SRI audit and French SRI labelChecking that an SRI framework is consistent, operational and demonstrable. Service 02Responsible investor policyFormalising a responsible investment policy with responsible futures in mind. Service 04Monitoring and decision supportAnalysing a market or theme to inform decisions.