Fiona is an experienced investment professional who has worked within the CFS Investments Team for a number of years. Her role has focused on all area’s of portfolio research, construction and efficient implementation on both single sector and multi-sector funds. More recently she has joined ...more

Fiona is an experienced investment professional who has worked within the CFS Investments Team for a number of years. Her role has focused on all area’s of portfolio research, construction and efficient implementation on both single sector and multi-sector funds. More recently she has joined the CFS Responsible Investments Team and is using her knowledge and skill in portfolio management to enhance and evolve the direction of sustainable investing across funds on the FirstChoice Platform. This involves gaining a good understanding of how incumbent fund managers integrate ESG into their investment processes across passive, quantitative and fundamental approaches and using this knowledge, alongside industry best-practice to further develop CFS’s responsible investment framework. There are a number of associated projects in this area at the moment and specifically Fiona has been involved in a review of proxy voting and engagement across both domestic and global equity fund managers. She has worked with fund managers, proxy voting advisers and 3rd party engagement providers to explore what is in members best interests going forward. Other work that Fiona is involved in include the evolution of the team’s policy on climate; evolving the teams process to identify and address modern slavery and determining how CFS’s investment process can be aligned to the PRI’s SDG’s going forward.less