ESG Natural Capital Fund Annual Report 2023

Sophie

Sophie Sutherland

Fund Financial Report Excerpt - ESG Natural Capital Fund (2023)
As the in-house lead for this annual report, I managed the end-to-end production process - from first draft to final sign-off.
Working closely with ESG, investment, and legal teams, I gathered and refined input across departments, liaised with auditors, and coordinated reviews with Board members. I also partnered with the external design agency to ensure narrative and visuals worked hand-in-hand - aligning layout, messaging, and data presentation for clarity and credibility.
I helped with the drafting of key sections, which required me to distill complex financials and ESG data into confident, investor-facing language.
My focus: to surface key strategic messages, frame fund performance in context, and support alignment across stakeholders.
The result: a polished, on-brand report delivered on time - one that helped clarify the fund’s value proposition and reinforce investor trust.
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Posted May 22, 2025

Led production of and co-authored ESG Natural Capital Fund's annual report, enhancing stakeholder confidence.