The gap I kept seeing

Lisa Marie Harast, CIPM, founder of The Write Investment Content Consultancy
Lisa Marie Harast, CIPM, founder of The Write Investment Content Consultancy

For more than 20 years in investment communications, I watched the same thing happen. Firms with genuinely rigorous methodology would lose a mandate to a competitor whose work wasn’t any stronger. The difference was rarely the quality of the thinking. It was whether stakeholders outside the firm could access it.

That distance between a firm’s internal thinking and external understanding is the Credibility Gap this consultancy closes.

Writing usually isn’t the problem. Most firms already have content that’s well-written, professionally designed, and technically accurate. The real issue is translation, and I spent two decades watching it go unaddressed.

The skill set this work demands is more uncommon in practice than you would expect. Improving the prose is easy if you don't have to follow the analysis. Reading the analysis is straightforward if you don't have to make it land with a skeptical reader. Doing both — at the level of performance measurement, attribution, and methodology — is where most ESG and sustainable finance content breaks down.

My background sits at that intersection. Over the last two decades, I have translated investment complexity for a range of stakeholders. I earned the CIPM® designation from the CFA Institute, so the language of performance measurement isn't foreign to me. I also completed an MS in Business Intelligence and Analytics, so reading the data myself is the default, not the exception.

That matters more than ever in a market where polished language is easy, but defensible interpretation is not.

For ways to work together, visit my Services section: