Sustainability, Impact and ESG Strategy and Engagement Leader with deep expertise and longterm experience in trailblazing and leading firms’ investor stewardship and integration of Environmental, Social and Governance (ESG) issues into the investment process in public equities, fixed income, and ...more

Sustainability, Impact and ESG Strategy and Engagement Leader with deep expertise and longterm experience in trailblazing and leading firms’ investor stewardship and integration of Environmental, Social and Governance (ESG) issues into the investment process in public equities, fixed income, and alternatives. Highly visible and experienced ESG industry spokeswoman on global stages and forums. Accomplished in creating, launching, and building ESG policy, content, teams, initiatives, strategy, and infrastructure. ● ESG Investment / Sustainable Finance ● Global ESG Spokeswoman ● Asset Management and Wealth Management ● Business Development / Capital Raising ● Head of ESG Strategy ● Team Leadership and Strategic Counsel ● ESG Thematic Research ● ESG Policy, Standards, and Engagement BOARD SEATS / INDUSTRY CHAIRS Fellow, Governance & Accountability (G&A) Institute, 2019-Present CII Corporate Governance Advisory Council, Council of Institutional Investors (CII), 2019-2020 PRI ESG Engagement Advisory Committee, Principles for Responsible Investment (PRI), 2016-2019 International Integrated Reporting Council (IIRC) Member, The Value Reporting Foundation, 2018-2019 Steering Committee Member, US SIF: The Forum for Sustainable and Responsible Investment, 2010-2016 PUBLISHED WORKS “Invesco Emerging Markets Local Bond Strategy: Our Global Debt Team’s Approach to ESG Investing,” 2020 “Will Corporate Sustainability Endure Environmental Regulation Rollbacks?” Global Foresight, 3Q, 2018 “A Practical Guide to Active Ownership in Listed Equity.” Principles for Responsible Investment (PRI), 2018 “ESG Integration Across Asset Classes,” High Meadows Institute, 2017 “Active Stewardship in Financial Services,” White Paper, Rockefeller & Co., 2017 “The Promise of Governance Reform - South Korea,” Global Foresight, Rockefeller & Co., 3Q, 2017 “Family Offices and Investing for Impact,” US SIF Foundation, 2016 “Investing in the Future: The Crisis of Youth Unemployment,” Global Foresight, Rockefeller & Co., 4Q, 2014 “Sustainability and Business at a Crossroads: The Idea of Positive Investments in Creating Shared Value,” book chapter in Corporate Sustainability, CSR, Sustainability, Ethics & Governance, by P. Taticchi, 2013less