Creating an Impact Valuation Canvas for the corporate clients segment of a Swiss Financial Institute

The topic of sustainability is becoming increasingly important nowadays and there is little standardization, be it in the definition or in connected models or ratings. These lacking standards lead to difficulties in comparability and the trustworthiness of a firm`s sustainability statements.

Lerch, Julia & Liechti, Sol Raoul Celestin, 2023

Art der Arbeit Bachelor Thesis
Auftraggebende A Swiss Financial Institute
Betreuende Dozierende Fuduric, Nikolina
Keywords sustainability, impact valuation, financial institute, canvas
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Satisfying the needs of today without compromising the ability of the next generation to do so leads us to the challenge of impact valuation and measurement. Even though every contribution to the development of sustainability is important, it is vital not only to eliminate negative impact, but also to generate positive impact from which society and our planet benefit. Therefore, ASFI seeks a solution to analyze its impact with focus on the corporate clients department on the planet, people, and profit which is needed to measure impact efficiently and in a sustainable manner.
The literature review serves to explore the definition of sustainability and best practices regarding the topic, trends, and challenges in the financial and other sectors. The chapter ends by highlighting the topic of impact valuation and measurement, explaining ASFI's strategy and the method of SWOT analyses. The basis for this thesis is the Sustainability Marketing Canvas. Qualitative research, carried out in the form of expert interviews and best practices for finding solutions, are explored. Inputs from the interviews, the canvas as well as further sources, are then presented in a table.
The aim of this paper was to develop an approach for the creation of an Impact Valuation Canvas for the corporate clients segment of ASFI. It was found that there is a clear need for such a canvas to be able to classify and quantify the impact of a company on the planet, people, and profit. The created tool incorporates easily measurable, internationally recognized taxonomy points and can be applied on a large scale to a wide range of customer groups. From the authors' point of view, it is also necessary to measure beyond Scope 1 in the future to be able to measure the impact across the entire value chain. This would certainly be a basis for the further development of the canvas, as it is ideally suited to be continuously optimized over time. However, a major challenge discovered is the currently ongoing shift away from the profit maximizing system to the emerging new idea of impact economy. In view of the upcoming regulatory requirements, standardization is essential for differentiation and survival in the market.
Studiengang: Business Administration International Management (Bachelor)
Vertraulichkeit: vertraulich
Art der Arbeit
Bachelor Thesis
Auftraggebende
A Swiss Financial Institute, Zürich
Autorinnen und Autoren
Lerch, Julia & Liechti, Sol Raoul Celestin
Betreuende Dozierende
Fuduric, Nikolina
Publikationsjahr
2023
Sprache der Arbeit
Englisch
Vertraulichkeit
vertraulich
Studiengang
Business Administration International Management (Bachelor)
Standort Studiengang
Olten
Keywords
sustainability, impact valuation, financial institute, canvas