RSF has been building commercial investment analytics for 13 years and earned a leadership position in the industry by consistently delivering innovative investment research and services to the institutional market. Our clients trust RSF to transform complex theory into practical applications.

Competitive advantages

We distinguish our investment services from those of our competitors based on the experience of our consultants, our proprietary investment technology, culture of risk management and our investment research. In addition, we are also characterized by our unique service delivery model.

Consultant experience

RSF's consultants have diverse backgrounds with experience in the investment management, plan sponsor, and custody businesses. Our senior consultants provide client service through a dedicated team structure, with specialized support provided by departments within RSF Consulting. RSF’s senior consulting staff averages over 10 years at RSF and 17 years with the industry. Moreover, 85% have post-graduate degrees and 69% hold the Chartered Financial Analyst designation.

Proprietary investment technology

RSF Consulting’s expertise in building risk models helps us understand the benefits and limitations inherent in many common approaches fund sponsors use to make investment decisions. We are able to manage the transition from theory to practice, with the goal of helping clients manage, rather than eliminate, risk. RSF advises clients on the best ways to implement a culture of risk accountability.

I nvesting requires the union of both art and science. Accordingly, RSF relies on a combination of independent research, performed by a dedicated research team, along with client-driven advocacy through consultant involvement in the research process. We’re known for the depth and breadth of our research topics as well as our thoughtful recommendations.

Service delivery model

We believe that each client is unique, with an individual set of investment challenges. To meet those challenges, RSF combines two prominent service models in investment consulting today - centralized resources and dedicated client service. This gives each client the personalized attention available through a smaller firm, as well as the resources of a large firm.

Investors in the RSF Funds comprise many of the world’s leading corporate and public
pension funds, sovereign wealth funds, insurance companies,
banks and other institutional and high net-worth investors.

RSF’s success is built on a commitment to create a positive impact on the people and communities around us. We know this drives sustainable, long-term value and increases returns for our investors.
Delivering sustainable returns has been a key focus for RSF and the RSF Funds’ portfolio companies for over a decade. RSF has a strong track record in responsible investing and has made a substantial effort and investment over time to measure our impact on society and deliver sustainable financial returns while encouraging sustainable business practices.

The Operational Excellence Practice (“OEP”) helps deal teams identify key ESG risks and value creation opportunities while also delivering ESG-related value creation or risk mitigation directly to portfolio companies. The team also drive improvements at the overall portfolio level, such as enhanced inclusion & diversity initiatives.

To support this work, RSF has been collecting ESG indicators from portfolio companies since 2012 in order to consider the environmental and human impact of our activities. With the increased importance of the United Nations’ Sustainable Development Goals (“SDGs”), the ESG indicators also help provide deeper insights into which portfolio companies are contributing to specific SDG targets and we are pleased to report that many are through activities in areas such as climate action.

Sustainability Committee

RSF’s Sustainability Programme is coordinated by a dedicated Sustainability Committee drawn from members of the Operational Excellence Practice, Investor Relations, Communications and Compliance.

Led by Dr Ben Greening and mike warnk-wort, the Committee meets monthly to review all aspects of the implementation of the RSF sustainability effort, including ensuring that ESG matters are appropriately addressed by RSF investment professionals and Board members of the RSF Funds’ portfolio companies.

The United Nations (UN) 2030 Agenda is a global plan to promote sustainable peace and prosperity and to protect our planet. Since 2016, countries and organizations have been working to implement this agenda with its 17 Sustainable Development Goals (SDGs). Our goal is for our business activities to create shared value that is both measurable and makes a recognizable contribution. In this context, we rely on the power of science and technology – with responsibility for the well-being of mankind.

Doing our part

In 2020, we set ourselves new, strategic sustainability goals and embedded them into the overall strategy of our company. Among other things, we analyzed how we can actively contribute to the sustainable development of society and achieve the Sustainable Development Goals. The analysis showed that we have the strongest positive impact on five SDGs through our entrepreneurial actions.

Through our sustainability strategy, we help to solve challenges globally, and not only within these five SDGs. Our management approaches and projects also support SDG 4 (Quality education), SDG 5 (Gender equality) – supplemented by diversity and inclusion, SDG 6 (Clean water and sanitation), SDG 7 (Affordable and clean energy), and SDG 13 (Climate action).

SDG 3 – Good health and well-being

SDG 8 – Decent work and economic growth

SDG 9 – Industry, innovation and infrastructure

We use our expertise in science and technology to make our products, processes and infrastructure sustainable. In addition, we want to promote the work of scientists worldwide with our innovations and support programs.

SDG 12 – Responsible consumption and production

We use resources efficiently and reduce waste and emissions. We pay attention to this in our product development and in our manufacturing activities. We also help our customers to manufacture their products more sustainably and efficiently and to achieve their own sustainability goals.

SDG 17 – Partnerships for the goals

Through our sustainability strategy, we help to solve challenges globally, and not only within these five SDGs. Our management approaches and projects also support SDG 4 (Quality education), SDG 5 (Gender equality) – supplemented by diversity and inclusion, SDG 6 (Clean water and sanitation), SDG 7 (Affordable and clean energy), and SDG 13 (Climate action).

Our contribution