I lead Morley’s Sustainable and Responsible Investment (SRI) analysis, engagement and voting team at Morley Fund Management, and work very closely with the SRI fund managers and the Corporate Governance team. I also chair the UK Social Investment Forum (UKSIF), where I have been on the board since 2003.
Previously I worked for Insight Investment where I was a Director in the Investor Responsibility team. Prior to Insight I worked for Friends Ivory and Sime (now F&C) as a senior analyst in their well regarded Governance and SRI team. I was also a member of both the expert and advisory groups to the United Nations Principles for Responsible Investment, and extremely impressed by what it has achieved to date.
Before joining the City, I worked at WWF, the environmental organisation, where I chaired its business and industry core group and developed its capital markets strategy.
I hold the Investment Management Certificate, a PhD in SRI, and have written a book on how NGOs interact with the financial markets, entitled Capital Market Campaigning: the impact of NGOs on companies, shareholder value, and reputational risk.
I have joined the network due to my strongly held view that the capital markets are a fundamental driver of unsustainable business practices, and in urgent need of reform. This network should help us all to think through the changes to the market that are required. It will not be possible to create a genuinely sustainable economy without harnessing market forces, and the financial markets must be part of the solution.