I help investors understand the complexities of sustainable investing so that they can make informed decisions in order to achieve their targeted outcomes. My background in military intelligence and competitive intelligence analysis has been instrumental in my transition to the field of ...more

I help investors understand the complexities of sustainable investing so that they can make informed decisions in order to achieve their targeted outcomes. My background in military intelligence and competitive intelligence analysis has been instrumental in my transition to the field of environmental, social, and governance (ESG) research and ratings. At the forefront of several pioneering firms, I've led the development and implementation of ESG programs from the ground up. This involved crafting the initial concept in close collaboration with key stakeholders and senior management, and innovatively approaching data collection, database maintenance, and the creation of systems that enable the utilization of this data by a broad user base. Notably, my projects have been realized with significantly lower budgets compared to those of mainstream competitors, underscoring my ability to deliver high-value outcomes efficiently. The core of my professional drive is the challenge of designing sophisticated data collection systems that yield meaningful insights. In facing these challenges, I systematically define the problem, set clear boundaries, architect the solution, and strategically allocate resources to cultivate a dataset that provides actionable intelligence. This comprehensive approach ensures the delivery of solutions that not only meet but exceed expectations, thereby empowering investors in the dynamic realm of sustainable investing. Specialties * Qualitative research & analysis * Competitive intelligence research * Research methodology development * Strategic planning * Strategic communications * Sustainability reporting * Transparency and disclosure approaches * Stakeholder & multilateral relationship development * Corporate social responsibility (CSR) * Responsible investing * Socially responsible investing (SRI) * ESG integration * Values-based Investing * Rating system design * Sustainable investing strategiesless