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Environmental, Social, Governance (ESG) Committees

CFA Institute is exploring the development of an ESG investment product standard, which aims to help investment managers to better communicate, and their clients to better understand, the nature and characteristics of ESG-centric funds and investment strategies. We have formed committees of prominent industry leaders whose purpose is to develop a proposal for an ESG industry standard. See below for the members of the Technical and Verification Subcommittee Committees.

ESG Technical Committee Members

Bruno Bertocci

Bruno Bertocci

Head of Sustainable Investors​, UBS Asset Management

Bruno Bertocci is head of global sustainable equities at UBS Asset Management, where he led the development of the team's positive screening process. Previously, he managed the global equity investment group at Stein Roe & Farnham and worked as a regional portfolio manager and global equity portfolio manager at Rockefeller & Co. Mr. Bertocci represents UBS on committees that include the US Social Investment Forum, the Institutional Advisory Group for the Sustainability Accounting Standards Board, and the Task Force on Climate-related Financial Disclosures. He is also a member of the UBS Sustainability Council. Mr. Bertocci holds an AB degree from Oberlin College and an MBA degree from Harvard Business School.

Barry Gladstein CFA

Macquarie, USA

Brian Minns CFA

Christoph M Klein CFA

Christoph M. Klein, CFA, is a portfolio strategist, managing director, and head of ESG credit at Deutsche Asset & Wealth Management. Prior to his current role, he served as partner and head of fixed income credit at TriPoint Asset Management. Mr. Klein also worked as a multi-strategy portfolio manager for credit hedge funds at CPM Advisors and as an analyst and portfolio manager for corporate and convertible bonds at Deutsche Asset & Wealth Management. He has served as a visiting scholar at Salomon Center for the Study of Financial Institutions at New York University. Mr. Klein began his career as a private banking investment strategy analyst at Deutsche Bank. He is a member of the UN PRI Fixed Income Working Group and received his diploma in business administration from the University of Trier.

Emily Chew

Morgan Stanley Investment Management, USA

Erika Spence

eVestment, USA

Jason K. Mitchell

Jeroen Bos CFA

Jeroen Bos, CFA, is head of equities at NN Investment Partners and a member of the board of CFA Society VBA Netherlands.

Kanol Pal

Kanol Pal CFA

Senior Advisor Responsible Investments, BnP Paribas

Kanol Pal is Senior Advisor on Responsible Investments for BNP Paribas Wealth Management Asia. He has been appointed to this role in 2017 to define the Sustainable and Responsible Investments offer and to set up the SRI product platform across all asset classes for high net worth individuals.

Kanol has more than 30 years experience in the financial industry having worked as Bank Treasury Manager, Head of Fixed Income & Derivatives Sales and Head of Investment Services in Singapore and Europe.

He has also volunteered for various leadership positions at CFA Singapore and CFA Institute.

Kanol is a graduate of ESSEC business school and a CFA charterholder. He has a post graduate certificate in Business Sustainability Management from the Cambridge Institute for Sustainability Leadership.

Linda-Eling Lee

Linda-Eling Lee

​Managing Director, Global Head of ESG Research​, MSCI

Linda-Eling Lee is a managing director and global head of environmental, social, and governance (ESG) research at MSCI. Previously, she led ESG ratings research and was head of consumer sector analysis at RiskMetrics and served as research director at the Center for Research on Corporate Performance at Harvard Business School. Ms. Lee has published research in many journals, including Harvard Business Review and the Journal of Organizational Behavior. She is also a frequent commentator on ESG topics, appearing in media outlets such as the Financial Times and Wall Street Journal. Ms. Lee holds an AB degree from Harvard University, an MSt degree from the University of Oxford, and a PhD degree in organizational behavior from Harvard University.

Madhu Gayer CIPM

Government Investment Corporation, Singapore

Martin Jarzebowski CFA

Federated Hermes, USA

Na Li CFA

Na Li, CFA, is a deputy director of the National Council for Social Security Fund (NCSS). Previously at NCSS, she served as senior staff member and principal staff member. Ms. Li also served in a temporary position as the deputy director of the Finance Office in Zhou Shan City, Zhejiang Province. She is a senior volunteer for CFA Society Beijing. Ms. Li holds a bachelor’s degree in economics and a master’s degree in finance from Beijing Normal University.

Nathalie Wallace

Mirova US LLC, USA

Reinhilde Weidacher

Institutional Shareholder Services, Sweden

Stephanie Li Ying Teh CFA

CBUS, Australia

Toby Belsom

PRI, United Kingdom

Vhahangwele Manavhela

Aequalitas Capital Partners, South Africa

ESG Verification Subcommittee Members

Dimitri A. Senik, CFA

Dimitri A. Senik CFA

Investor Trust Services Leader, PwC Switzerland

Member of CFA Society Switzerland, CFA Society Liechtenstein

Dimitri A. Senik, CFA, leads the Investor Trust Services at PwC Switzerland. With more than 20 years of experience in this area, he provides assurance services to investment managers and investors with respect to investment process and associated controls, investment performance and risk management, GIPS compliance, and environmental, social, and governance investments. Mr. Senik is also a member of the Investment Committee of the pension funds of PwC Switzerland. He has been a long-standing volunteer with the GIPS standard-setting bodies and chairs the GIPS Technical Committee. Mr. Senik has also served as a member and chair of the GIPS Executive Committee. In addition, he is a member of the GIPS Expert Group of the Swiss Funds & Asset Management Association. Mr. Senik is a Chartered Certified Accountant and holds a degree in international economics.

Christine Robinson

Deloitte & Touche LLP, USA

Christopher Doyle

Ernst & Young LLP, USA

Clarisse Simonek CFA

Ossiam, France

Claudia Gollmeier CFA, CIPM

Colchester Global Investors Ltd, Singapore

Crista DesRochers, CIPM

Crista DesRochers CIPM

Partner, ACA Performance Services

Member of CFA Society Portland

Crista DesRochers, CIPM, is a partner with ACA Performance Services, where she provides GIPS standards consulting and verification services to investment managers in the United States and abroad. She is a current member of the GIPS Technical Committee and a former member of the United States Investment Performance Committee. Ms. DesRochers is also the author of the 2016 white paper “Common Practices of GIPS®-Compliant Firms.” She holds a BA degree in business administration with a concentration in finance from Washington State University.

Daniel Strasshofer

KPMG LLP, USA

Greta Nathan

Greta Nathan

​Performance Practice Leader, Fairview Performance Services and Member, GIPS Standards United States Investment Performance Committee

Greta Nathan is the performance practice leader at Fairview Performance Services. She has over 20 years of industry experience and has performed GIPS verification and consulting services in each of her previous positions. Ms. Nathan was most recently with ACA Performance Services, where she worked with some of the firm’s largest, most complex global clients. Previously, she worked at Vincent Performance Services LLC and at CAPS, Inc. Ms. Nathan began her career as an audit manager at PricewaterhouseCoopers LLP, providing audit and other services to a range of investment management firms. She serves on the GIPS Standards United States Investment Performance Committee. Ms. Nathan earned a BS in mathematics and an MBA in accounting from Union College.

Hardik Shah

Hardik Shah CFA

ESG Practice Lead, GMO LLC

Mr. Shah leads the ESG practice at GMO and is responsible for building GMO’s ESG capability across investment product areas and asset classes. He is also a member of the CFA Institute’s ESG Working Group for FY20. Prior to joining GMO in 2017, he led a global team of analysts focused on ESG ratings and thematic research at Sustainalytics. Previously, he was an ESG Ratings associate at MSCI and, as a senior climate change consultant with Ernst & Young, has helped register a wide variety of projects with the UNFCCC under the Clean Development Mechanism defined in the Kyoto Protocol. In 2015 and 2016, Mr. Shah was voted #1 “research firm analyst who understands the challenges & opportunities facing companies” in the Independent Research in Responsible Investment (IRRI) Survey. He earned his Bachelor of Engineering in Electronics from University of Mumbai and holds a post-graduate diploma in management - e business (finance specialization) from We School, Mumbai. Mr. Shah holds the Fundamentals of Sustainability Accounting (FSA) credential issued by SASB and also is a CFA charter holder.

Ophelie Peypoux

Deloitte, Switzerland

Shengxin Allen Xiao

Aviva Investors, USA

Yousuf Khan

PricewaterhouseCoopers–Hong Kong, Hong Kong SAR

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