Sustainability Focus Leverage the firm’s emphasis on ESG and sustainability-driven strategies, including MSCI Global Equity ESG Materiality and Carbon Transition products, to pitch capital deployment from institutional clients prioritizing responsible investing and climate-aligned mandates.

Platform for Institutions Position V-Square as a single, unified systematic platform spanning direct indexing, liquid alternatives, and private equity return replication tailored for institutional and wealth-manager channels seeking customizable, repeatable investment processes.

Growth Through ESG Offerings Highlight recent product launches and ongoing ESG reporting capabilities to cross-sell to existing clients and attract endowments, foundations, and sovereign wealth funds seeking diversified, impact-leaning beta and factor strategies.

Key Leadership Signals Utilize leadership hires and distribution leadership history to identify potential partnership or client-development touchpoints, emphasizing continuity, founder-led agility, and a client-centric distribution approach.

Active Outreach Opportunities Target mid-to-large asset managers and wealth managers in need of programmable, rules-based investment solutions with performance transparency, tax-aware indexing, and risk-controlled momentum capabilities to enhance existing portfolios.