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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 Chair

Managing Director, Head of Sustainability in Active Equities, UBS Asset Management, United States

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

Brian Minns CFA

Managing Director, Responsible Investing, University Pension Plan Ontario

Brian Minns, CFA, is the Managing Director of Responsible Investing at University Pension Plan (UPP). He is responsible for integrating responsible investing (RI) into UPP’s total portfolio approach and corporate practices. He oversees UPP’s RI strategy, ensuring RI commitments are achieved through investment processes and stewardship practices and that UPP communicates openly and transparently about its RI practices as they evolve. Brian came to UPP after nearly a decade at Addenda Capital, culminating in his last position as Vice-President, Sustainable Investing. Prior to Addenda, he held positions in responsible investing with CPP Investments and Mercer. A veteran in responsible investing, Brian is Co-founder and Co-chair of the Canadian Responsible Investing Working Group, a member of the CFA Institute ESG Technical Committee and was Co-chair of the Reporting and Advisory Committee of the Principles for Responsible Investment. He is a Chartered Financial Analyst and hold a Master’s in Environmental Studies from York University, the Sustainable Investment Professional certification from Concordia University, and a Bachelor of Science in Mechanical Engineering from Queen’s University.

Chris Fidler

Chris Fidler

Senior Director, Global Industry Standards, CFA Institute

Chris Fidler is a Senior Director in the Global Industry Standards department at CFA Institute. Mr. Fidler leads the promotion of CFA Institute industry codes and standards globally and helps to identify areas where new standards are needed. He currently leads the development efforts for the CFA Institute ESG Disclosure Standards for Investment Products. Prior to joining CFA Institute, Mr. Fidler was a management consultant at Thought Logic Consulting, LLC, and served in a number of management roles at Capital One Financial Corporation. Mr. Fidler holds a Bachelor of Science degree in engineering from the University of Illinois and a Master of Business Administration from the Darden School of Business at University of Virginia.

Christoph M Klein

Christoph M Klein CFA

Christoph M. Klein, CFA, is founder and managing partner at ESG Portfolio Management. Previously he served as 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 was a member of the UN PRI Fixed Income Working Group and serves as an instructor for ESG seminars for Moody's Analytics. Christoph received his diploma in business administration from the University of Trier.

Emily Chew

Emily Chew

Executive Vice President and Chief Responsible Investment Officer, Calvert Research and Management

Emily Chew is Executive Vice President and Chief Responsible Investment Officer, Calvert Research and Management. Ms. Chew is responsible for overseeing Calvert’s Research and Engagement departments and works to develop and support Calvert’s strategies in data and technology, client solutions, thought leadership, and product development execution. She co-chairs the Morgan Stanley Investment Management Sustainability Council, and previously served as Global Head of Sustainability for Investment Management. Before joining Morgan Stanley in 2020, Ms. Chew was Global Head of ESG Research and Integration for Manulife Investment Management in Hong Kong and Boston, where she built an ESG investing program for public markets investments encompassing research, investee stewardship, thought leadership and thematic product development. Previously, she was Head of Asia-Pacific ESG Research for MSCI Inc. Ms. Chew is a member of the CFA Institute ESG Technical Committee, which is developing a new global ESG disclosure standard for investment funds. She has also served as rotating chair of the Steering Committee of the Climate Action 100+ investor engagement initiative and chair of the Asian Investor Group on Climate Change. Ms. Chew holds an MBA from the University of Oxford, and Bachelors of Laws and Arts (honors) from the University of Melbourne.

Erika Spence

eVestment, USA

Jason Mitchell

Jason Mitchell

Co-Head of Responsible Investment, Man Group

Jason Mitchell is Co-Head of Responsible Investment at Man Group and co-chairs Man Group’s Stewardship and Active Ownership Committee. He has held this position since July 2018. Jason worked at Man GLG from 2004 to 2008 as a portfolio manager. Between 2008 to 2010, he advised the UK government on infrastructure development across Sub-Saharan Africa. He returned to Man GLG in 2010 as a portfolio manager, before becoming a sustainability strategist across Man Group in 2017. Prior to Man GLG, he was a Vice President at Andor Capital Management and an investment research analyst with Pequot Capital Management. Besides having managed environmental and sustainability strategies, he speaks and publishes widely on responsible investment. Jason’s articles and comments on sustainable investing have been quoted in a number of top-tier publications, including Institutional Investor, Wall Street Journal, CNBC Squawk Box, Responsible Investor, Aftenposten, Global Times, AIMA Journal and Investment Europe. He has written widely on the European refugee migrant crisis. He also hosts the award-winning podcast series, A Sustainable Future. Jason serves on the EFRAG (European Financial Reporting Advisory Group) Lab Steering Group, SASB (Sustainable Accounting Standards Board) Investor Advisory Group, the CFA Institute’s ESG Technical Committee, the Alternative Investment Manager Association’s (AIMA) Responsible Investment Committee and the United Nations-supported Principles for Responsible Investment (PRI) Academic Advisory Committee. He chaired the PRI Hedge Funds Advisory Committee from 2014 to 2018. He is a contributing author to: CFA UK’s Certificate in ESG Investing Textbook (Ed. 2, 2020); Responsible Investing: A Guide to Environmental, Social, and Governance Investments (Routledge: 2018); Sustainable Investing: Revolutions in Theory and Practice (Routledge: 2017) and Evolutions in Sustainable Investing: Strategies, Funds and Thought Leadership (Wiley Finance: 2012). Jason holds a MSc in International Political Economy from the London School of Economics and a bachelor’s degree in English literature and classics. He is a Fellow of the Royal Society of the Arts and the British- American Project. He was named one of Institutional Investor’s 2011 Hedge Fund Rising Stars.

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

Asset Management Professional, Singapore

Martin Jarzebowski

Martin Jarzebowski CFA

Federated Hermes, USA

Martin is the Director of ESG & Responsible Investing, leading firm-wideESG integration and active engagement across all asset classes. Federated Hermes has 67 ESG subject-matter experts and one of the world’s largest ESG engagement databases with 16 years of proprietary data analytics representing over $1.3 trillion in assets under stewardship. He is a senior member of Federated Hermes’ Risk Management Committee, Proxy Voting Committee, Sustainability Leaders Council, ESG Faculty and is a former Equity Portfolio Manager.

Martin is an Adjunct Professor of Sustainable Finance at the University of Rochester, member of the Harvard Law School Corporate Governance Advisory Council, serves as an advisory member on the Sustainability Accounting Standards Board (SASB) and is a monthly Forbes ESG Contributor.

He graduated from Cornell University magna cum laude with a BS in applied economics, earned a MS in law & accounting from the London School of Economics (LSE) and completed a post-grad in advanced risk management from the Yale School of Management. Martin is a CFA charterholder and FSA credential holder.

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

Australia

Toby Belsom

PRI, United Kingdom

Vhahangwele Manavhela

Aequalitas Capital Partners, South Africa

ESG Verification Subcommittee Members

Dimitri A. Senik, CFA

Dimitri Senik CFA

Investor Trust Services Leader, PwC Switzerland

Member of CFA Society Switzerland, CFA Society Liechtenstein

Dimitri Senik, CFA, leads the Investor Trust Services at PwC Switzerland. Mr. Senik provides assurance services to investment managers and investors with respect to investment process and governance, investment performance and risk management, GIPS compliance, and ESG Investing. He is a member of the Investment Committee of the Pension Funds of PwC Switzerland. Mr. Senik has been a long-standing volunteer in the standard-setting bodies for the GIPS standards and currently chairs the GIPS Standards Technical Committee. He is also a member of the GIPS Standards Expert Group of the Asset Management Association Switzerland. Mr. Senik chairs the ESG Verification Subcommittee of CFA Institute, which is currently engaged in the development of the new ESG Disclosure Standards for Investment Products. He holds a degree in international economics and is also a Chartered Certified Accountant.

Christine Robinson

Deloitte & Touche LLP, USA

Christopher Doyle

Christopher Doyle

Partner, Financial Services – Assurance, Ernst & Young LLP, USA

Chris is a New York-based Partner in the FSO Assurance practice of Ernst & Young LLP. He has over 20 years of experience in the financial services industry servicing Wealth and Asset Management (WAM) clients. Chris focuses much of his time working with investment advisors, regulated investment companies including exchange traded funds, non-registered funds and service providers. He also leads the firm’s WAM’s Assurance ESG go to market strategy focusing on value added services and providing various limited assurance reports. Chris has a BA in Economics/ Accounting from the College of the Holy Cross. He is a CPA licensed in Massachusetts and New York.

Clarisse Simonek

Clarisse Simonek CFA

WeESG, France

Clarisse specializes in responsible investment, with both executive and non-executive experience. She has worked for asset owners, managers and universities across Europe, Asia and the Americas. Clarisse sits on the S&P’s Global Sustainable Finance Scientific Council and UK’s Prosperity Fund’s Brazil Green Finance Committee. She is the academic advisor of the CFA’s ESG Investing certification and supports academic programming for the University of Cambridge and ESSEC Paris-Singapore. Clarisse holds a MSc on sustainability from HEC Paris.

Claudia Gollmeier

Claudia Gollmeier CFA, CIPM

Managing Director & Senior Investment Officer, Colchester Global Investors Ltd., Singapore

Claudia is Managing Director of Colchester’s Singapore office and a Senior Investment Officer. She manages global and emerging bond portfolios and conducts ongoing fundamental economic and ESG research. Claudia held prior positions at UBS Reality investors and was a portfolio manager at Western Asset Management. She chairs the PRI Sovereign Debt Advisory Committee having previously been a member of the PRI Fixed Income Advisory Committee and chaired the PRI Sovereign Working Group. Claudia is a CFA charterholder and a member of the CFA UK ESG Working Group, which developed the first professional ESG qualification and is also a member of the CFA Institute ESG Verification Subcommittee.

Crista DesRochers, CIPM

Crista DesRochers CIPM

Partner, ACA Group, USA

Member of CFA Society Portland

Crista joined the ESG team from ACA’s Performance Services team, where she provided Global Investment Performance Standards (GIPS®) consulting and verification services to investment managers across the globe. She brings more than 15 years of investment management consulting experience to the ESG team and specializes in ESG assurance-related services.

Crista is an active volunteer with CFA Institute. She is currently a member of the GIPS Standards Technical Committee and the ESG Verification Subcommittee, and a former member of the United States Investment Performance Committee (USIPC).

Daniel Strasshofer

KPMG LLP, USA

Greta Nathan

Greta Nathan

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

Greta Nathan is the performance practice leader at Fairview Performance Services where she is responsible for establishing and maintaining the company's products and services. She has 25 years of industry experience and has performed Global Investment Performance Standards (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 (USIPC). 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, Singapore

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 was a member of the CFA Institute’s inaugural global ESG working group (FY20) which aimed to develop an industry standard for the classification and disclosure of ESG investment products and has subsequently been selected as a member of its ESG verification subcommittee (FY21). 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. During 2015 and 2016, Mr. Shah was voted #1 “research firm analyst who understands the challenges & opportunities facing companies” in the global 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) from We School, Mumbai. Mr. Shah holds the Fundamentals of Sustainability Accounting (FSA) credential issued by SASB, Sustainability and Climate Risk (SCR) credential by GARP, and the CFA charter.

Ophelie Peypoux

Deloitte, Switzerland

Ophélie Peypoux is a Director at Deloitte France, where she leads the French SRI Label and Global Investment Performance Standards (GIPS®) consulting and verification services to investment managers in France and abroad. She has over 14 years of industry experience. Prior to joining Deloitte in 2011, Ophélie Peypoux worked in financial markets, as a salesperson for credit derivatives, ETFs and equities. She holds a master’s in management from EDHEC Business School.

Shengxin Allen Xiao CFA

Amundi Asset Management, USA

Yousuf Khan

PricewaterhouseCoopers–Hong Kong, Hong Kong SAR

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