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Hi Maya, what can I help you prepare today?
I'm meeting Northbridge Pension Fund on Thursday. Using Salesforce and our past meetings, summarize the relationship and their ESG holdings.
Northbridge Pension Fund: relationship summary
- Client since 2017, with 3 active mandates: fixed income, infrastructure and ESG equity.1
- ESG-linked holdings of £1.17bn, 38% of the portfolio, up from 31% in 2025.1
- Main ESG themes: renewable energy, green real estate and sustainable transport.1
- Last meeting on 12 Sep 2026: the CIO asked for clearer transition-risk reporting.2
- Open opportunity: ESG mandate extension, board decision expected in November.1
1Salesforce · Account: Northbridge Pension Fund
2WMeeting notes · 12 Sep 2026
Suggest talking points and objection handling for this meeting, based on our previous conversations with them.
Talking points
- Progress on the transition-risk reporting the CIO asked for in September.2
- How the ESG mandate extension supports their 2030 net-zero target.1
- Co-investment options in renewable infrastructure, their largest ESG theme.1
Likely objection
"Scope 3 data is still too patchy to report on with confidence."2
Suggested response: walk through our Scope 3 methodology and the quarterly reporting timeline, and offer a working session with the ESG reporting team.
Write a one-page preparation brief, using only Salesforce records and our interaction history.
Preparation brief · Northbridge Pension Fund
Meeting: Thursday 16 Oct 2026, 11:00 · Prepared for Maya Richards, Relationship Director
Objective
Agree to scope the ESG mandate extension ahead of the November board.1
Relationship
Client since 2017. 3 active mandates. Last met on 12 Sep 2026.12
What matters to them
Transition-risk reporting, Scope 3 data quality, 2030 net-zero target.2
Watch-outs
Scope 3 reporting concerns raised twice this year.2
Our asks
Book a Scope 3 methodology session. Confirm the proposal timeline.1
Grounded in: Salesforce (account, opportunity, activities) · Meeting notes (3)✓ Authorised sources only
Export Northbridge's ESG holdings by theme from Salesforce to an Excel file.
Here is the workbook. Figures come from the Northbridge account in Salesforce, as of 16 Oct 2026.1
X
Northbridge_ESG_Holdings.xlsxExcel workbook · 5 themes · source: Salesforce
OpenTurn the brief into an 8-slide pitchbook outline.
Here is an 8-slide outline based on the brief:
- Cover: Northbridge Pension Fund, sustainable investment review
- Agenda
- Our relationship at a glance: since 2017, 3 mandates, 38% ESG-linked
- Your ESG portfolio today: chart from Northbridge_ESG_Holdings.xlsx
- Market view: ESG outlook 2026
- Our transition finance capabilities
- Proposed next steps: reporting pack, Scope 3 session, mandate proposal
- Contacts
Copied
W
Northbridge_meeting_transcript_16Oct.docxWord document
Digest this meeting transcript. Identify engagement signals and propose a follow-up action plan.
Engagement signals
- Strong interest: asked twice for transition finance case studies.1
- Concern: how often Scope 3 data can be reported.1
- Buying signal: wants a proposal before the November board.1
- Send two approved transition finance case studies by 21 Oct.
- Set up a Scope 3 working session with the ESG reporting team.
- Prepare the mandate extension proposal by 7 Nov.
Draft the follow-up email using approved content only, and log the next actions in Salesforce.
Draft email✓ Approved content only
ToCIO office, Northbridge Pension Fund
SubjectFollow-up: sustainable investment review
Thank you for your time today. As discussed, we will share two transition finance case studies by 21 October and set up a working session with our ESG reporting team on Scope 3 reporting.
We will also prepare the mandate extension proposal ahead of your November board.
Best regards,
Maya
We will also prepare the mandate extension proposal ahead of your November board.
Best regards,
Maya
Update Salesforce?
Opportunity: Northbridge · ESG mandate extension
- Add 3 follow-up tasks with owners and due dates
- Log engagement signals from today's meeting
- Attach the meeting summary
ConfirmCancel
W
Northbridge_meeting_transcript_16Oct.docxWord document
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