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Ada is responsible for organizing and supervising administrative activities for Sustainalytics’ Romanian operations. She joins Sustainalytics as part of the Share Dimension team acquired by the firm in 2012. Previously, Ada worked as an office manager at BKD Petrosani. She holds an Economics degree (with a specialization in Banking and Finance) and an Engineer degree (with a specialization in Automatics and Informatics) from the University of Petrosani. In addition to her native Romanian, Ada speaks English and has a basic knowledge of French.
Adela oversees accounting operations for the Romanian, German and Spanish entities of Sustainalytics. Prior to joining Sustainalytics Adela worked as an expense voucher officer and also completed an accounting internship. Adela holds a Bachelor's degree in Economics from the West University of Timisoara, Romania and a Master’s degree in Business Administration and Information Technology from the University of Cantabria, Spain. Adela is fluent in Romanian, English, Spanish and Portuguese.
Adrian is responsible for analyzing, designing and writing code for online business platforms. Throughout his career he has gained extensive experience with Microsoft technologies and is a Microsoft Certified Engineer. He has also acquired expertise with the latest technologies in the field, including WCF, Linq, WPF, Silverlight, and RIA. Adrian joins Sustainalytics as a member of the Share Dimension software development team acquired in January 2012. While at Share Dimension Adrian was involved in a number of challenging projects including the development of the Sustainalytics Global Platform. Adrian holds a degree in Computer Science Engineering from the Politechnica University of Bucharest – Faculty of Automatics and Computers. In addition to his native Romanian, Adrian also speaks English.
Alan Broadbent is chairman and CEO of the Avana Capital Corporation, and founder and chairman of the Maytree foundation. Maytree focuses on poverty issues in Canada, with a special interest in refugees and immigrants. Alan also co-founded and chairs the Caledon Institute of Social Policy (1992); Tamarack – An Institute for Community Engagement (2001); and Diaspora Dialogues (2005). In addition to being board director of Sustainalytics, Alan is co-Chair of Happy Planet Foods; director of Invest Toronto; past-chair of the Tides Canada Foundation; advisor to the Literary Review of Canada; member of the Governors’ Council of the Toronto Public Library Foundation; senior fellow and member of the Governing Board of Massey College, and Member of the Order of Canada and recipient of the Queen’s Jubilee Medal. He is the author of the book “Urban Nation”, and was awarded an honorary Doctor of Laws degree from Ryerson University in 2009.
Alberto is responsible for research within the oil, gas, coal, consumable fuel products, and energy equipment and services sector. In addition, he belongs to the team responsible for the Global Compact Compliance Service. Prior to joining Sustainalytics, Alberto worked for the Dutch environmental and development non-governmental organization Both Ends. He completed a Master’s degree in English Language and Literature at the University of Alcalá de Henares in Madrid and a Research Master’s in Human Geography, Planning and International Development Studies at the University of Amsterdam (Cum laude). Alberto is fluent in Spanish, English and Dutch.
As a responsible investment adviser, Alejandro, who is based in Colombia, will promote and support business development in the South American institutional relations market. Alejandro has a strong background in sustainability having completed a Master of Science in Environmental Studies and Sustainability Science at Lund University in Sweden. Prior to joining Sustainalytics Alejandro was a system engineer at Cisco, helping clients understand the value of investing in communications and collaboration technology. Alejandro is fluent in Spanish, English, Portuguese and French and has a basic knowledge of Swedish.
Alessa supports institutional investors in German-speaking Europe to develop their responsible investment strategies. Before joining Sustainalytics, she set up a fundraising strategy for the private partnerships division of the World Food Programme in Rome. Alessa holds a Honours Bachelor degree in International Business from the University of Groningen and a Master’s degree in Business Administration from the Rotterdam School of Management. Additionally, she followed sustainability and marketing related MBA courses at the Catholic University of Chile. In addition to her native language German, Alessa speaks fluent English, Dutch and Spanish.
Alexander analyses the environmental, social and governance performance of real estate as well as commercial and professional services companies in the Asia-Pacific region. Moreover, he supports research on the utilities sector. Alexander has a special interest in Hong Kong and the broader state of sustainability in Asia. While at Responsible Research he was the product manager for the firm’s Asian Sustainability Rating (ASR) benchmarking tool. His previous work experience includes a position as a data analyst on the Carbon Disclosure Project for Asia Ex-Japan and research on airline disclosure related to GHG emissions.
Alex holds a Bachelor’s degree in Physics with a minor in Japanese from Eckerd College in Florida.
Alexander is responsible for the European advisory services team, which is dedicated to tailor Sustainalytics’ research and analysis towards actionable client solutions for institutional investors. He has a special interest in correlating sustainability with business opportunities. Prior to joining Sustainalytics, Alexander held commercial managerial positions at Archer Daniels Midland and Unilever. He also ran his own consultancy firm that helped small to medium enterprises integrate environmental, social and governance factors into their strategy. For investors Alexander managed the commercial market introduction of two sustainable products and services. He holds a Master’s degree in European Economic Law from the University of Utrecht (The Netherlands) and a Bachelor of Science degree in Agricultural Management from van Hall Institute in Groningen (The Netherlands). Alexander is a native Dutch speaker, and is comfortable with English, German and French.
Alina is involved in the execution of various research projects for Sustainalytics’ advisory services team, and also provides assistance to account managers in the preparation of client-specific reporting. Her previous work experience includes market introduction studies for electric/hydrogen cars, as well as consultancy work in the field of European structural funds. Alina holds two Master’s degrees; one in Economics and Statistics from the Pierre Mendes University in Grenoble, France and the other in Financial Markets from the West University of Timisoara, Romania. She also has a Bachelor’s degree in Finance and Banking from the West University of Timisoara. Alina is fluent in both English and French.
Amit deals with the company’s information and communication technology (ICT) related issues and projects, and provides training and support for the offices and users. Prior to joining Sustainalytics, he worked as a datacenter technician and team leader for a major internet service provider in Israel, his home country. Amit has an academic background in Information Science, having obtained a degree from the University of Bar-Ilan and acquired a wide range of ICT experience. He speaks fluent Hebrew, English and conversational Dutch.
Ana joins Sustainalytics as a member of the events team, tasked with noting material corporate events and controversies related to environmental, social and governance issues.
Prior to joining Sustainalytics, Ana worked for four year in corporate finance and accounting. She holds a Bachelor’s degree in Biology from the University of Burcharest, Romania and a Master’s degree in Eco-Tourism and Environmental Protection from the University of Ecology in Burcharest. She recently completed her second Master’s degree in Environmental Management and Policy at Lund University, Sweden. Ana’s language skills include fluency in Hungarian, Romanian and English.
Andrada is responsible for conducting research and drafting profiles for companies operating in construction industry of both emerging and developed markets. Prior to joining Sustainalytics she worked at a translation agency in Timisoara. In the past three years Andrada has attended various international summer schools and conferences on sustainability. Andrada completed her Bachelor's degree in Geography, with a specialization in Territorial Planning at the West University from Timisoara. Currently she is studying Geographical Information Systems (GIS) as part of a Master Program at the same university. Andrada is fluent in English and has a basic knowledge of German.
As senior manager of Sustainalytics' advisory services team, Andrea is responsible for account management for several Dutch institutional investors and the management of analysts within the advisory services team. Until December 2010 she was an associate analyst and was responsible for research within the pharmaceutical and healthcare sectors, the coordination of specific human rights-related research, quality control and the coordination of the Millennium Development Goals Scan project–a joint effort by Sustainalytics and NCDO. Prior to joining Sustainalytics, Andrea conducted field research in Indonesia, Ghana and Bangladesh as a freelance consultant for several Dutch non-governmental organizations. She holds a Master's degree in International Development Studies from Wageningen University in the Netherlands.
Andrei is part of the research universe maintenance team and is involved in sales support activities, time management analysis and historical data analysis. Prior to joining Sustainalytics, he completed a financial adviser program at the Romanian Commercial Bank. Andrei holds a Bachelor’s degree in Economics majoring in International Business and a Master of Science in Statistics and Actuarial Science, both from the Alexandru Ioan Cuza University of Iasi, Romania. Andrei speaks English and Romanian and is proficient in statistical programming (R and SAS).
Andrei is responsible for software platform architecture, including writing code for special software components, analyzing future requirements and how they can be implemented in the platform, and supervising the team of software developers. Andrei joins Sustainalytics as part of the Share Dimension software development team whose main focus will be the continued development of the Sustainalytics Global platform. Prior to joining Sustainalytics he worked on software projects for a variety of applications such as online video broadcasting, financial analysis, scheduling movies in cinemas, statistical analysis and games development. Andrei studied marketing at Romanian-American University in Bucharest where he obtained a Bachelor’s degree in Marketing and a Master’s degree in Marketing Research. He is also a Microsoft Certified Professional. In addition to his native Romanian, Andrei also speaks English at an advanced level.
As part of Sustainalytics’ growing London-based team, Andy works with clients to develop their responsible investment strategies. He also contributes to the continued enhancement of Sustainalytics product and service offerings.
Andy is a former managing director of Innovest and investment boutique Inflection Point Capital Management. During his six years at Innovest, he worked closely with a number of fund managers to develop new environmental, social and governance (ESG) strategies and products. In addition he has held positions at PIRC, Core Ratings and in industry with BASF, Cape PLC and Ecotec, an environmental consultancy. He has also worked closely with the Access to Medicine Index.
Alongside his work with responsible investors, Andy has spoken widely at industry events including Carbon Disclosure Project launches in London and Frankfurt, and has provided UN training workshops on the Global Compact, as well as TV interviews for BBC News24, CNBC and Bloomberg. He has contributed book chapters for Cambridge University Press among others.
Andy holds an honours degree in European Business and a master’s degree in Environmental Management.
Antonio Celeste is Managing Director, France and Director of Institutional Relations, Europe for Sustainalytics. In his role, Antonio is responsible for managing operations France, and for directing business development and sales in Europe. Prior to joining Sustainalytics, he worked in Paris at Vigeo, as Global Sales Manager of the socially responsible investment division. In addition to this role, Antonio was responsible for setting up global strategic partnerships. Prior to Vigeo, Antonio worked in London at EffiScience, as a strategic advisor using artificial intelligence based systems to improve the performance of quantitative trading models. Antonio holds a Master's degree in Mechanical Engineering from the Polytechnic Institute of Turin and a finance-oriented MBA from HEC Paris. He speaks fluent English, French and Italian.
Arne leads environmental, social and governance research within the automobiles/auto components sector. In addition, he supports external communications at Sustainalytics Frankfurt and is involved in various sustainability intelligence projects. Prior to joining the company, Arne worked in the CSR management department of Commerzbank and was as a freelance journalist, amongst other activities, for a media group specialized in sustainability issues. He has a Magister Artium degree in Communication Science, Political Economics and Hispanics from the University of Münster (Germany). Arne speaks fluent German, English and Spanish.
Arthur is primarily responsible for conducting corporate environmental, social and governance research. Arthur's previous research experience included conducting company research as an intern at SNS Asset Management. He also worked on climate change issues as an intern at the Dutch Ministry of Foreign Affairs. Arthur holds a Master’s degree in Environment and Development from the London School of Economics. His dissertation was on the driving forces of corporate environmental responsibility in emerging markets. He also holds a Master’s degree in International Relations from the University of Amsterdam as well as a Bachelor’s degree in Political Science from the Free University in Amsterdam. Arthur is fluent in Dutch and English, and speaks Spanish and German at an intermediate level.
In her primary role as a responsible investment manager, Azadeh assists several U.S. clients in integrating Sustainalytics' ESG research in their investment processes. As a sustainability intelligence consultant on the advisory services team, Azadeh has managed and executed projects to provide sustainability-focused market research and competitive intelligence that helped clients make informed decisions on how to proactively improve their sustainability performance. She also brings academic and practical experience on supply chain management to the team. Prior to joining Sustainalytics, she worked for six years in the Canadian retail apparel and consumer goods industries in design and product development, purchasing and production management. Azadeh has a Bachelor's degree in Fashion Design and Business from Ryerson University and a Master degree in Business Administration from the Rotman School of Management, where she majored in International Business and Global Management. In addition, she has a professional certification from the Greenhouse Gas Management Institute and is a certified Global Reporting Initiative (GRI) trainer. Azadeh has lived and worked in Ottawa, Montreal and Toronto.
Blanca supports the global Advisory Services team’s development of responsible investment and corporate sustainability products and services. She also prepares off-the-shelf and customized deliverables for clients. Prior to joining Sustainalytics, Blanca was a project manager for a Spanish non-profit organization that carries out recycling through social enterprises and promotes sustainable growth awareness. More recently, she worked for Emaús Fundación Social Grupo where she conducted CSR analysis of subsidiaries of Spanish companies in emerging markets like India or China. Previously, she worked at the UNDP Chilean office as private sector officer and was also involved in the development of the national Global Compact Network. She started her career at Schroders Investment Management. Blanca completed a Master´s Degree in International Cooperation, Decentralized International Cooperation: Peace and Development at University of the Basque Country in Spain and a Bachelor Degree in Business and Administration at University of Navarra. She speaks English and French.
Bob joined Sustainalytics in the fall of 2007 as Director of Indices and quickly identified a business opportunity and launched the Sustainability Services team. In the ensuing years, Bob was responsible for the growth and expansion of both departments. He oversaw Sustainalytics' flagship product, the Jantzi Social Index, and led the development of a clean tech line of indices. At the same time, he led the Sustainability Services team, which is now one of the firm's leading business lines. In addition, Bob worked with Canadian Business for Social Responsibility to help corporate leaders improve their understanding of how corporate responsibility performance was measured by ranking and rating organizations. To date, he has led workshops for participants in Toronto, Calgary and Vancouver. Most recently, has been asked to sit on the judging panel for the CERES Sustainability Reporting Award. Moreover, Bob is part of the advisory committee for the University of Toronto’s Environmental Finance Professional Development Program and the board of directors for The Sustainability Network. Previously, he completed a Master of Arts in Economics at the University of Toronto and an Honours Bachelor of Arts in Economics at York University. The focus of this academic training has been on understanding the links between corporate responsibility, sustainability and business strategy. In addition, Bob has an MBA specializing in Sustainability and Finance, from the Schulich School of Business at York University.
Bobby is responsible for environmental, social and governance research in the semiconductor, software, and technology hardware sectors. He also conducts research on Taiwanese companies. Bobby previously worked as a sustainability analyst at Responsible Research, which was acquired by Sustainalytics in June 2012. His previous work experience includes time as an sustainability research analyst at Calvert Asset Management and as a financial analyst at Applied Materials.
Bobby studied finance and accounting at the University of Texas at Austin. He holds Master’s degrees in Project Management from St. Edward’s University and in Environmental Sciences and Policy from Johns Hopkins University. Bobby speaks fluent English and Chinese.
In addition to her work on product involvement research, Carolyn is responsible for client deliverables within the advisory services group. Her previous work experience includes three years as an alternative investment analyst at an investment advisory firm. Carolyn holds a Bachelor’s degree in Economics from the University of Waterloo in Canada and a Master’s degree in International Development from the University of Birmingham in England. Work from her Master’s degree has been published in Compliance Insider and Green Money Journal.
As a responsible investment adviser, Catalina works with Sustainalytics’ U.K. clientele to support their responsible investment strategies. Prior to joining Sustainalytics, Catalina was program manager at the UK Sustainable Investment and Finance Association (UKSIF). She was responsible for the organization’s programs which were geared toward sustainable investment and research analysts. She also coordinated other institutional investor activities and selected projects. Catalina previously held positions at the London-based think tank Tomorrow’s Company and at the ESG research firm EIRIS. Catalina has a Master’s degree in Corporate Social Responsibility from the Nottingham University Business School and a Bachelor’s degree in Political Science from the University of Bucharest. Catalina is fluent in Romanian and has conversational skills in French and Spanish.
Cecilia joins Sustainalytics’ team in London to enhance services to UK-based clients. She brings to this role broad international experience in responsible investment, including time spent at the UN Principles for Responsible Investment where she was involved in developing the new reporting framework. Prior to that, she worked with the Brazilian federal government on an international environmental education project and as an analyst in financial regulation at Barclays Capital and Deutsche Bank Securities in New York. Cecilia studied Economics and International Affairs at the University of Colorado and also holds an MSc in Environmental Policy from the London School of Economics. She speaks fluent Portuguese and Swedish.
Christian provides support to Sustainalytics’ institutional relations team in North America through client outreach, marketing and branding efforts.
Prior to joining Sustainalytics, Christian was a member of the environmental team at Hewlett Packard Canada and was involved in employee engagement and other internal initiatives. He is currently enrolled in the Environmental and Business program at the University of Waterloo and is working at Sustainalytics as part of the university’s co-operative placement program.
Claire is responsible for business development in the Asia-Pacific region and is involved in customer relationship management, sales and marketing. She joins Sustainalytics as part of its acquisition of Responsible Research. In her previous roles at Innovest Strategic Value Advisors, RiskMetrics and MSCI in London, Toronto and New York, she analyzed companies’ environmental, social and governance policies and performance. Claire also led a global analyst team in five offices and four time zones, playing a key role in the implementation of quality control systems. Her writing on global trends in corporate social responsibility was featured in the Journal for Corporate Citizenship; she has also written on e-waste and data privacy.
Claire speaks English, French and Spanish. She has a Master’s degree in Conflict, Security and Development (War Studies) from Kings College London and received her licence from the Graduate Institute of International and Development Studies, Geneva.
In her role at Sustainalytics Claudia manages and mentors the team of analysts in Frankfurt. Claudia is also a lead analyst for the banks, financial services and insurances peer group. Her involvement in enhancing Sustainalytics’ research products and her contributions to the production of thematic research reports will draw upon her many years of experience in ESG research and financial analysis. In 2012, Responsible Investment 2.1, a report authored by Claudia and her colleague Hendrik Garz, was short-listed for the Farsight Award.
Prior to joining Sustainalytics, Claudia worked for 15 years in the equity research department of WestLB, spending 12 years as an equity strategist/financial analyst. Since 2002, she has focused on responsible investment and established, together with Hendrik Garz the firm’s extra-financial research product.
Claudia has an advanced degree in Economical Mathematics from the University of Bayreuth (Germany). She has also completed the EFFAS program and received designation as a Certified European Financial Analyst (CEFA).
Claudiu is the head of Sustainalytics’ global information technology (ICT) team and the managing director of the Romanian office. Prior to joining the firm, Claudiu was the owner and CEO of Share Dimension, Sustainalytics’ long-time ICT partner and developer of the Sustainalytics Global Platform. Claudiu brings more than 15 years of technical expertise gained through working with multinationals Philips and Canon, as well as strategic ICT project development and entrepreneurial skills honed as CEO of Share Dimension. Claudiu is a Microsoft Certified Professional. He holds a Telecommunications degree from Politechnica University in Timisoara and a degree from Oulu University of Applied Science, Finland. Claudiu speaks fluent English, Romanian, and Dutch and has a basic knowledge of French.
As a member of the information and communication technology team, Cosmin provides hardware and software support for Sustainalytics’ internal IT network. Prior to joining Sustainalytics, Cosmin worked as a search engine optimization specialist and at an IT help desk. He has a Bachelor’s degree in Computer Science from the West University of Timisoara where he also studied Mathematics.
Cristi is responsible for supporting, monitoring, testing and troubleshooting hardware and software problems. He is also responsible for end-user support, account maintenance and training. He has been developing and implementing security audits since 2004, and as an IT consultant, he monitored and analyzed system components and made recommendations on computer system security. Cristi has a special interest in the installation and performance of advanced server operating system hardware and software. Cristi graduated from the Politechnica University Timisoara – Computer Science Faculty. Crisiti is fluent in both Romanian and English.
Cristian is responsible for conducting environmental, social and governance research in a variety of sectors. Prior to joining Sustainalytics, Cristian worked as a research assistant and tour guide while studying foreign direct investment in Central and Eastern Europe and how political and policy determinants affect foreign direct investment. Cristian also completed an internship with the American Legislative Exchange Council in Washington, DC. Cristian holds a bachelor’s degree in International Relations with a minor in Spanish from the Roanoke College in the United States. Cristian speaks Romanian, English and Spanish.
Daniela is responsible for organizing and supervising administrative activities for Sustainalytics’ Romanian operations. Prior to joining the firm, Daniela worked as a human resources consultant at Clear Sign Timisoara. She studied political sciences at West University of Timisoara and holds a Master’s degree in Comparative European Studies.
Darragh Gallant is Managing Director, U.S. and Director of Institutional Relations, North America for Sustainalytics. In her role, Darragh is responsible for managing operations in the US, and for directing business development, sales, marketing and client relations in North America.
Darragh has 14 years of experience within the responsible investment industry in the U.S. Prior to joining Sustainalytics, Darragh directed marketing and client relations for KLD Research & Analytics, Inc., and also has over seven years of experience as an ESG analyst on both the sell side and buy side. Darragh serves on the Steering Committee of SIRAN and board of directors for US SIF and US SIF Foundation. Darragh graduated from the University of New Hampshire with a degree in Economics and International Affairs.
Davina is involved in various client projects and in corporate environmental, social and governance research. Prior to joining Sustainalytics Davina worked at the Onepercent Club, a crowdsourcing NGO focusing on small-scale development projects. She also interned at the Food and Agriculture Organization of the United Nations (FAO) in Italy and Rwanda, the International Fund for Animal Welfare (IFAW) and the regional Environmental Ministry of Baden Wuerttemberg.Davina completed the Master Program in Sustainable Development/Environmental Management at Utrecht University. Her final thesis focused on payments for ecosystem services in East Africa within a water management project of the FAO. She also holds a Bachelor's degree in European Studies from Maastricht University and La Sapienza. Davina is a native German speaker, is fluent in English and Dutch, and speaks Italian.
Delia is a software tester whose primary responsibility is testing the Sustainalytics Global Platform application. She also provides support and quality assurance for the platform. Delia joins Sustainalytics as a member of the Share Dimension software development team that was acquired by the firm in 2012. Prior to joining Share Dimension, Delia was a writer and blogger for TechSource International Ltd. She holds a Bachelor's degree in Economy of Trade, Tourism and Services and a Master’s degree in Strategic Management of Business from the University of Petrosani. Delia also received an Erasmus scholarship and studied one semester of Management and Business Administration at TU Bergakademie Freiberg in Germany. Delia speaks fluent English, and has a basic knowledge of German and French.
Dennis has responsibility for an array of financial reporting, administrative, resource management and oversight functions globally. He has a special interest in improving the efficiency of administrative processes. Prior to joining Sustainalytics, Dennis worked as a sell-side financial analyst at Delta Lloyd, covering the telecom and media sectors and coordinating the Amsterdam team. Dennis holds a Master’s degree in Business Administration for the financial sector from the Free University of Amsterdam and a Master’s degree in Economics from the University Pierre Mendès in France. He is also included in the Dutch register of Financial Analysts. Dennis speaks fluent Dutch, English and French, and intermediate German.
Diana will work on the Global Compact Compliance Service and product involvement indicators. Prior to joining Sustainalytics, Diana worked in sales and project management for a work and travel company in the United States. Diana has a Bachelor’s degree in Economics and Business Administration from the West University of Timisoara, with a specialization in International Economy and Business, as well as a Master’s degree in European Studies and International Relations. While completing her Master’s degree, Diana was awarded a scholarship to spend a semester at the University of Padova in Italy, where she was first introduced to CSR and ESG issues. Diana is fluent in English and Italian and has a basic knowledge of German and Spanish.
Diederik is the Global Director of Institutional Relations at Sustainalytics and the Managing Director of Sustainalytics' European offices. Over the past seven years Diederik has built Sustainalytics into the largest independent provider of ESG research and analysis for the global investment community. He acts as an advisor to senior executives, portfolio managers, and risk professionals on developing and implementing responsible investment strategies. Diederik directly manages the Institutional Relations team that scored 1st, 2nd and 3rd position in the 2012 Thomson Reuters Extel and SRI-connect IRRI Survey for best client services person in ESG research.
Diederik is an accomplished speaker, invited to speak at events and conferences across the globe and has contributed to numerous books, reports and articles in the field of responsible investment. Prior to joining Sustainalytics, Diederik managed research projects at Nyenrode Business University. During this period Diederik contributed to multiple publications in this field, including A billion to gain? A study on global financial institutions and microfinance, ING Microfinance Support, and Investors in Need of Social, Ethical, and Environmental Information (Journal of Business Ethics). Diederik’s in-depth understanding of responsible investment, combined with his pragmatic and effective approach, allows him to advise professionals in the financial sector. Currently, he is an active member of several responsible investment and ethics committees and is a member of the PRI working group on ESG integration in equity investments.
Dominique is responsible for conducting environmental, social and governance research with a particular focus on companies in the transportation sector and companies in the Asia-Pacific region. Prior to joining the company, Dominique worked for an international business sustainability network. She also worked for the Sino-German Corporate Social Responsibility Project in Beijing.
After being awarded a full scholarship by the German Academic Exchange Service, Dominique went on to study Business Administration and Chinese Studies at the International School of Tongji University Shanghai, China and Zwickau University of Applied Sciences, Germany. In addition to her native German, Dominique speaks fluent Mandarin Chinese, French and Spanish.
Hendrik manages Sustainalytics’ business activities in the German-speaking regions of Europe including Austria and parts of Switzerland. He is responsible for managing existing client relationships and building new ones. He is also involved in developing improvements to Sustainalytics’ research methodology and the production of thematic research notes. In 2012, Responsible Investment 2.1, a report authored by Hendrik and his colleague Claudia Volk, was short-listed for the Farsight Award. Additionally, given his background in mainstream financial markets, Hendrik will also provide support to Sustainalytics’ Advisory Services team in helping clients integrate ESG into their investment processes.
Prior to joining Sustainalytics, Hendrik worked for 15 years as an equity strategist/financial analyst at WestLB. Since 2002, he has focused on responsible investment and headed the bank’s extra-financial research team.
Hendrik holds a Ph.D. in Finance from the University of Erlangen-Nürnberg and a Master’s degree in Banking and Finance from the University of Georgia, Athens (USA).
Elizabeth is responsible for stock market indexes and advises clients in the Nordic region. Prior to joining Sustainalytics, Liz worked for close to 10 years at the Bank of Montreal in Toronto as a senior economist and financial strategist. She also worked for several years at the Bank of Canada as an economist and commodity price specialist. Elizabeth completed an MBA with a specialization in Sustainable Business in 2009. She also holds a Master’s degree in Economics and is a CFA charter holder. Liz speaks English and is on her way to speaking fluent Danish.
Else Bos is chief executive officer at PGGM, a leading Dutch pension administrator. She is also a member of the board of directors. Prior to joining PGGM, Ms. Bos held various senior management positions at ABN AMRO Bank, including COO of ABN AMRO Asset Management Netherlands where she was responsible for operations, IT and facility management. In 2001 she joined NIBC Asset Management as co-head investments, and became COO/CFO the following year. Else Bos is also a UN Principles for Responsible Investment board member, as well as a member of the supervisory board of NWB Bank (Nederlandse Waterschapsbank) and a member of the supervisory council of Isala Clinics.
Fabio is responsible for researching and updating company profiles in the Global Platform. He has a special interest in governance and social issues, especially within the energy and food and beverage sectors. Prior to joining Sustainalytics Fabio provided sales support to the Benelux team of US-based financial company CIT Group.
Fabio studied philosophy at the University of Venice, Freiburg. His interest in political philosophy and analytical metaphysics led him to specialize in the study of freedom, the responsibilities towards future generations and welfare economics. He is now enrolled in a joint Master’s degree program in Ethical Business Administration at Bocconi University and Ca Foscari. Fabio’s native language is Italian and he is fluent in English and Dutch.
Farnam is the research and planning coordinator for Sustainalytics’ Global Compact Compliance Service and supports the delivery of the Country Risk Monitor. In addition Farnam is responsible for the Iran and Sudan Compliance Services.
Prior to joining Sustainalytics, she worked in strategic consulting and political risk management in Iran. Farnam was also a project assistant for the Devonshire Initiative, a collaborative forum on mining and community development issues which brought together extraction firms and civil society actors. She is a graduate of the University of Toronto, where she completed an Honours Bachelor degree in International Relations and Peace and Conflict Studies. Farnam speaks English, Farsi and French.
Florentina conducts environmental, social and governance research in the utilities sectors. Her previous experience includes customer care and supplier reconciliation. Florentina also volunteered for local and national non-governmental organizations, promoting youth participation to local administration and alternative education methods. She holds a Bachelor's degree in Marketing from the West University of Timisoara and a Master’s degree in Business Management and Communication from the National School of Political Studies and Public Administration in Bucharest. Florentina is fluent in English and French.
As a Responsible Investment Adviser, Francesco mainly supports business development activities in the French, Spanish and Italian markets, assisting our clients in their responsible investment strategies. Francesco also has extensive experience in ESG research across a broad range of sectors. Francesco brings three years of international experience in the financial, environmental and sustainability consulting sectors to his role as a Responsible Investment Advisor. He has been involved in planning, implementing and assessing projects which aim to foster business performance and to deliver social, environmental and economic value.
Francesco holds a Bachelor’s degree in International Relations from the University of Pisa. He has also earned a Master’s degree in Sustainable Development and Renewable Energy from Escuela Europea de Dirección de Empresa (Madrid) as well as an International Master in Corporate Responsibility from EOI Business School (Madrid). Francesco is fluent in Italian, Spanish, and English.
As an analyst intern, Frank assists the research products team with environmental, social and governance research and updates to company profiles. Prior to joining Sustainalytics, he completed an internship with the Directorate of Rural Development in Lokoja, Nigeria, and worked with the Cornell Cooperative Extension in New York.
Frank holds a Bachelor’s degree in International Business and Chinese from the Nottingham Business School in the United Kingdom. He also obtained an advanced Chinese diploma from the Beijing University of Language and Culture. He is currently pursuing a Master’s degree in International Policy at Erasmus University Rotterdam. Frank’s native language is English and he is fluent in Mandarin Chinese.
George is primarely responsible for conducting research on environmental, social, and governance (ESG) factors in the real estate sector. Prior to joining Sustainalytics George worked as a Derivatives Broker/Financial Investment Services Agent for SSIF Broker SA Romania. George is currently completing his Master's degree in Investment Analysis from the University of Stirling. He earned his Bachelor's degree in Marketing at Babes-Bolyai University, Faculty of Economics and Business Administration from Cluj-Napoca, Romania. George is proficient in English and has an intermediate knowledge of French.
Georgiana joins Sustainalytics as a member of the events team, tasked with noting material corporate events and controversies related to environmental, social and governance issues.
Prior to joining Sustainalytics Georgiana worked for the Trade Marks and Design Registration Office of the European Union. She holds two undergraduate degrees in International Relations and European Union Law from Babes-Bolyai University in Romania. During her studies, she was awarded an Erasmus scholarship to study at Utrecht University in the Netherlands. Later, she was awarded a scholarship from the Dutch Ministry of Foreign Affairs to study at the University of Amsterdam where she completed a LL.M program in European Union Law. Georgiana’s language skills include fluency in English, Spanish and French, in addition to her native Romanian.
Glen Saunders is an investment banker, company director, financial and strategic consultant and chartered accountant with extensive experience in banking, investment, financial and strategic planning. He was a main board director of the Anglo-Dutch Triodos Bank until 2001 overseeing its extensive growth in the UK.
He has served as a director of numerous financial investment initiatives including the Western Partnership for Sustainable Development and the Local Investment Fund from 1997-2001, a public-private partnership in the UK.
Moving to New Zealand in 2002, he served as a director of the New Zealand Superannuation Fund for five years until 2009, chairing its responsible investment committee. He is a director of a number of companies with an emphasis on responsible investment and its related services. He chairs Prometheus Finance in New Zealand and Social Enterprise Finance Australia. He is an adviser to New Zealand government departments and agencies and is assisting some of New Zealand’s largest foundations in developing their investment activities.
Glen has served on the board of PRI, now its advisory council, and continues on the new PRI board. He has been PRI’s treasurer since 2007.
Greta conducts corporate environmental, social and governance (ESG) research and is responsible for updating company profiles in the Sustainalytics Global Platform. Prior to joining Sustainalytics Greta worked at a consulting firm where she managed programs in support of Ontario utility companies delivering province-wide electricity conservation programs. She also provided project support for the development of energy management plans for municipalities.
Greta studied at McMaster University where she completed a degree in Economics and Geography with a focus on Environmental Economics. She is currently undertaking a Certificate in Sustainability Management at Ryerson University.
With over 10 years of experience in the field of environmental, social and governance (ESG) research, Hans-Ulrich has worked as an analyst, senior analyst and currently as the global director of research products, where he manages a team of close to 50 analysts globally. He has played a key role in the development of the firm’s global research platform and establishing Sustainalytics as a leading global player in the ESG arena. Hans-Ulrich is a member of the executive team. His current role includes overseeing improvements to the functionality of the platform for clients, expanding research offerings including universe expansion, and establishing a major in-house research unit in Romania. Hans-Ulrich has extensive responsible investment market experience combined with in-depth knowledge of research processes, data management and database development. Prior to joining Sustainalytics, he worked four years at the United Nations in the field of chemicals and waste management and one year at the European Commission. Hans-Ulrich studied Economics at Saarland University (Germany) and also holds a Master of Science degree in Environmental and Resource Economics from University College London. Moreover, he successfully passed level 2 of the CFA program. Hans-Ulrich has lived 25 years in Brussels and 4 years in Geneva. He otherwise studied or worked in Canada, Germany, the Netherlands, the United Kingdom and the United States. He is fluent in German, English, French, Dutch and has basic knowledge of Spanish.
Hazel is responsible for leading the research and analysis of the companies in the health care providers and pharmaceuticals sectors. Prior to joining Sustainalytics, she worked for various non-governmental organizations in the Netherlands and abroad, in the fields of human rights, fair trade and peace and conflict. She performed a wide variety of tasks ranging from research to project management. Hazel has a keen interest in sustainability, economics, and responsible investing. She holds a Bachelor’s degree in Geology and a Master’s degree in Political Science and International Relations, both from the Free University of Amsterdam. Hazel speaks fluent Dutch and English, as well as some French.
Heather is responsible for Sustainalytics’ global platform development and managing the North American research analyst team. She sits on the board of directors of Canada’s Social Investment Organization and is also a steering committee member of the Social Investment Research Analyst Network (SIRAN). Her previous work experience at Sustainalytics was as a senior research analyst focusing on the consumer staples sector. Prior to joining the company, Heather worked as a corporate social responsibility consultant and spent two years working for a human rights organization in Israel/Palestine. She has an undergraduate degree from McGill University, a Master’s degree from Carleton University and a Bachelor of Education from the University of Toronto.
Ian conducts research for Sustainalytics’ Global Compact Compliance Service and is responsible for analyzing company practices in relation to the Global Compact principles. He also conducts research related to company involvement in the trade, production, research or maintenance of controversial weapons. His experience in sustainability includes time as a financial analyst intern at the Canadian Imperial Bank of Commerce. As a member of the internal real estate strategy group, Ian worked to analyze and implement various sustainability initiatives for the bank. Ian has an Honours Bachelor degree in Business Administration from the Richard Ivey School of Business at the University of Western Ontario.
In her role at Sustainalytics, Ilja focuses on identifying ways to enhance client advisory services and further integrate ESG within financial products, for both Dutch and international mainstream clients. Prior to joining Sustainalytics, Ilja worked within the financial industry where she gained knowledge and expertise in financial products; including product development and ESG overlays for funds. In her previous position at SNS REAAL, Ilja managed 16 listed funds across different asset classes. Prior to working within the financial sector, Ilja worked at Fort Dodge Animal Health as a quality assurance officer and was part of the animal experimental commission of Fort Dodge and Solvay. Ilja completed two Masters degrees at Wageningen University and Research Center (Animal Husbandry and Animal Breeding and Genetics) and held a PhD position at the Goethe Institute in Germany studying the effects of fatty acids on the cell membrane.
Ilse is a human rights specialist with particular interests in corporate human rights violations and the role of the Ruggie Framework in mitigating and preventing such abuses. As part of the advisory services team she supports European clients with their engagement, contributes to the Global Compact Compliance Service, and supports client projects.
Ilse’s previous experience includes work as a sustainability analyst at SNS Asset Management. She also worked for the UN High Commissioner for Refugees (UNHCR) in the Netherlands and Jordan, as well as for various non-governmental organizations. In 2013, she co-founded the Business and Human Rights Society, Netherlands, a network of professionals who work in the field of business and human rights.
Ilse holds an MSc in Human Rights from the London School of Economics and Political Science, and an MSc in Public Administration and Public Affairs from Leiden University. In 2008, Ilse began a PhD at Tilburg Law School focused on dispute resolution and access to justice in refugee camps administered by the United Nations. She conducted 14 months of field research in Bhutanese refugee camps in Nepal, and is on track to complete her PhD in 2013.
As the global lead for the steel, gold, precious metals and mining sectors, Irene is responsible for identifying key risks for investors related to poor environmental management systems or strained community relations. She regularly engages with mining companies, non-governmental organizations and local communities, and benchmarks companies against best practices in the sector. Irene is particularly interested in aboriginal relations and water management. She contributed to the Sustainalytics' report Sustainability and Materiality in the Natural Resources Sector. Irene also wrote the chapter “Responsible Investment Case Studies” for the book Governance Ecosystems: CSR in the Latin American Mining Sector, which was published in 2011. Previously she worked for the Canadian Environmental Law Association conducting research on impact and benefit agreements between First Nations and mining companies and facilitating meetings of community representatives impacted by mining internationally. Irene has a Bachelor’s degree from the Universidad Central de Venezuela (Caracas) and a Master’s degree in Environmental Studies from York University. She has also completed the Canadian Securities Course.
Iulia conducts environmental, social and governance research on companies in the chemicals, packaging, and household and personal products sector. Prior to joining Sustainalytics Iulia was a market analyst for the energy sector at DSM Royal N.V. She also worked as a teaching assistant at Maastricht University.
Iulia holds a Bachelor of Arts degree in Economics and Mathematics from Vassar College in the U.S. and a double Master’s degree in International Business and Econometrics from Maastricht University.
George-Iulian directs and manages project development from beginning to end. Working with senior management and stakeholders, he defines the project’s scope, goals and deliverables. He also works to develop full-scale project plans and associated communications documents. George-Iulian began his career providing IT support for Flamingo Computers. He then joined Share Dimension Romania as a web developer and later became project manager. George-Iulian joins Sustainalytics as part of the Share Dimension software development team acquired by the firm. George-Iulian holds a Bachelor's degree in Industrial Energetic. He has also successfully completed exams in Windows Applications Development with Microsoft .NET Framework 4, and Microsoft .NET Framework - Application Development Foundation. In addition to his native Romanian, George-Iulian also speaks English.
Jaideep manages five research team members in Sustainalytics’ Singapore office. He is also responsible for ESG analysis, corporate engagement, and works on private equity ESG projects. His current focus includes mentoring Sustainalytics’ Asian Insight research reports and sustainability disclosure policymaking.
He joined Sustainalytics as part of the acquisition of Responsible Research, the leading Asian ESG research provider. At Responsible Research, Jaideep co-authored ESG reports on a variety of topics: Sustainable Stock Exchanges, Automotives in Asia, Water in India and Microfinance in India. Prior to this, Jaideep was part of Ernst and Young’s Climate Change and Sustainability Services team in Mumbai where he worked with leading corporate clients from the cement, mining, automotive, engineering, IT sectors, among others, on sustainability issues.
Jaideep holds a Master’s degree in Environmental Management from the National University of Singapore.
Jean-Florent has over five years of experience in the field of asset management, in which he has developed a thorough understanding of the incorporation of ESG issues into investments. In his role, Jean-Florent advises heads of responsible investment, portfolio managers and CSR professionals on developing, implementing and monitoring responsible investment policies. Moreover, he has contributed to the growth of Sustainalytics’ brand and market share in the French speaking regions of Europe. Jean-Florent has written publications and reports on sustainable mobility, climate change, and the link between SRI and financial performance and often speaks on related topics at conferences or on expert panels. In the 2012 Thomson Reuters Extel and SRI-connect.com IRRI Survey Jean-Florent was ranked among the top five in the Environmental and Social Analyst category .
Prior to joining Sustainalytics, Jean-Florent worked at BNP Paribas as a credit analyst for agribusiness companies. Jean-Florent holds a Master’s degree in Environment from Engineering School ISARA in Lyon and in Business Administration with a focus on asset management from Ecole Superieure des Affaires in Lille. He also holds a certificate on climate risks and opportunities for the financial sector issued by the United Nations Environmental Programme Finance Initiative. Jean-Florent speaks fluent Dutch in addition to French and English.
Jeff conducts research on corporate environmental, social and governance performance within the technology sector. He is particularly interested in responsible sourcing of raw materials in product manufacturing. Prior to joining Sustainalytics, Jeff worked for The Mutual, a start-up company in the charitable, daily deal retail space. His background also includes environmental outreach, having worked with the New York Restoration Project and Cornell Cooperative Extension.
Jeff also has international experience, which includes participation in a community sustainability program in Iceland. Jeff holds a Bachelor of Science degree from Cornell University in Environmental Science and Applied Economics and Management. He is also fluent in Spanish, having lived and traveled throughout much of South America. Jeff is certified by the US Green Building Council as a LEED Green Associate.
Jennifer is the global team leader for the consumer staples peer groups. Her primary responsibility is analyzing the environmental, social and governance performance of retailing and food, staples retailing companies. In addition, Jennifer manages the intern program in the Toronto office. Prior to joining Sustainalytics Jennifer worked in academia, researching coastal issues including aquaculture and sustainable tourism. She also worked at Teck Cominco in Vancouver, BC helping to develop their carbon strategy. As part of her Master of Resource and Environmental Management degree from Dalhousie University, Jennifer specialized in sustainability reporting and CSR strategy. Additionally Jennifer completed a Bachelor of Science from the University of Western Ontario focusing on environmental biology.
Jeroen is responsible for the research and screening deliverables for several client accounts. In addition to his role as account manager, he also leads large research projects such as Sustainalytics’ fund classification project and a global research project on climate change and water management. Prior to joining Sustainalytics, Jeroen worked for Oxfam Novib for one year, on the themes of labour rights and corporate social responsibility as part of his advanced master of development studies at the Radboud University of Nijmegen. During this year, he conducted field research into the labour conditions at small-scale tea growers in Tamil Nadu, India. Jeroen also completed Bachelor’s and Master’s degrees (cum laude) in International Development Studies at Wageningen University. For his final thesis he conducted research on the production chain of quinoa on the Altiplano planes of Bolivia. Jeroen speaks fluent English and has a considerable knowledge of Spanish.
In his role as associate analyst, Joris is largely occupied with identifying and responding to clients’ needs and managing a substantial number of Dutch accounts. Besides delivering periodic environmental, social and governance analysis reports, he deals with company benchmark analysis and best practice research. Prior to joining Sustainalytics, Joris worked for PricewaterhouseCoopers Sustainability, advising a wide variety of companies and government institutions on corporate responsibility reporting and, more specifically, emissions trading compliance. Joris holds a Master’s degree in International Economics and Business from the University of Groningen in the Netherlands. He speaks fluent Dutch, advanced English and basic French and German.
Jungho is a sector specialist for the food, beverage, tobacco and retail industries. She also monitors the involvement of Korean companies in controversial incidents. Prior to joining Sustainalytics Jungho benchmarked companies for the Asian Sustainability Ratings and conducted environmental, social and governance research of Asian companies for Responsible Research, which was acquired by Sustainalytics in June 2012.
Jungho holds a Bachelor’s degree in History from Sungkyunkwan University, Seoul and a Master’s degree in Environmental Planning from Seoul National University. During her studies she conducted research on the Korean and Chinese environmental industry as well as on Korean and Japanese coastal forest conservation. Jungho is fluent in Korean and English.
Kaoruko is involved in developing and updating company profiles and analyzing their environmental, social and governance performance. In addition to her analyst role, she uses her Japanese language skills to support other analysts in the creation and updating of Japanese company profiles. Prior to joining Sustainalytics, Kaoruko was an intern at a Toronto-based non-governmental organization (NGO), where she conducted research to support the creation of an early-childhood environmental education program and promoted the program across Canada. She completed another internship at a Canadian NGO that promotes Canadian solar energy business worldwide. She was responsible for establishing business relationships with related companies in Asia.
Kaoruko studied International Relations and Area-Cultural Studies at Tokyo Women’s Christian University in Japan. She has a Master’s degree in Political Science and Environmental Studies from the University of Toronto.
Kathryn's primary responsibility is to manage projects for corporate clients. Her areas of expertise include sustainability intelligence, sustainability reporting, materiality analysis, and the design and facilitation of stakeholder engagement. In addition, Kathryn is a lead trainer for the Global Reporting Initiative-certified training course delivered to sustainability professionals across Canada. In 2012, Kathryn was a judge for the Canadian Institute of Chartered Accountants reporting awards. Prior to joining Sustainalytics, she worked at a leading sustainability strategy consultancy in Ottawa, where she led the development of an internal sustainability program and authored the firm’s first sustainability report. Kathryn has also held positions at Labatt Canada related to finance and environment. She has an Honours Bachelor of Environmental Studies from the University of Waterloo, where her studies focused on corporate sustainability.
As part of the research products team, Kirsten conducts environmental, social and governance research. Prior to joining Sustainalytics, Kirsten worked in Sao Paulo, Brazil, for the SOCIALCARBON Standard, a standard that certifies projects in the voluntary carbon market for their contribution to sustainable development. She supported the international growth of the standard and focused on liaising with project developers, creating project indicators, and developing market strategies. Most recently, Kirsten contributed to a consulting project preparing a standard to certify emission reductions from forest projects in the Amazon for its market launch. Kirsten holds an Honours Bachelor of Commerce degree from Queen’s University. She is fluent in English and French and speaks Portuguese at a conversational level.
Kyuwon researches environmental, social, and governance performance and prepares company profiles for the Global Platform. Prior to joining Sustainalytics, she worked with the University of British Columbia (UBC) Sustainability Office to coordinate an energy reduction competition in first-year residences. Moreover, Kyuwon helped UBC Athletics & Recreation meet its sustainability goals by researching and preparing a report focused on ways the department could reduce its carbon emissions resulting from travel to athletic events. She has also volunteered with Raise and Support the Poor, a non-profit organization in rural Cambodia. Kyuwon holds a Bachelor of Science degree in Natural Resources Conservation from the University of British Columbia. Kyuwon is fluent in English and Korean.
Larysa is responsible for conducting research on the companies in consumer durables, retailing, and textiles, apparel and luxury goods industry. Her previous experience includes using The Natural Step Framework to develop sustainability strategies for organizations in the global trade and tourism industries. Her focus areas were baseline analysis and design of strategic guidelines underpinned by the action plan. She also has a wide range of experience in youth leadership development at AIESEC. Larysa completed a Master's program in Strategic Leadership towards Sustainability at the Blekinge Institute of Technology, Sweden. She speaks fluent Ukrainian, Russian and English.
Laura is responsible for implementing and managing the customer relationship manager (CRM) tool, as well as guiding and supporting all updates and innovations concerning Sustainalytics internal software, SharePoint. Prior to joining Sustainalytics, Laura worked as a senior consultant and project manager for one of Romania’s leading IT providers. Laura has more than five years’ experience working with Microsoft Dynamics, CRM and SharePoint. Laura holds a Bachelor’s degree in Cybernetics and a Master of Project Management in Business from the Academy of Economic Studies in Bucharest. In 2011, Laura gained her credentials as a Microsoft Certified Professional. Laura is fluent in Romanian and English and speaks Spanish and Italian.
Lavinia conducts research in the diversified financials, insurance and real estate sectors. Prior to joining Sustainalytics, she worked for more than three years as a loan administrator at Transilvania Bank in Timisoara. Lavinia holds a Bachelor’s degree in Economics and a Master’s of Business Administration from the West University in Timisoara. As part of her Master’s program, she studied for one year at Universita di Bologna in Italy after having gained an Erasmus scholarship. Lavinia speaks fluent Romanian, English and Italian.
Lavinia’s responsibilities include conducting environmental, social and governance research on emerging market companies in the financials sector. Prior to joining Sustainalytics, Lavinia volunteered for a youth non-governmental organization, coordinating social and environmental protection projects for a better community. She holds a Bachelor's degree in Finance and Banking and a Master’s degree in Business Financial Administration from the West University of Timisoara. As part of her Master’s program, she studied for one semester at Vysoka Skola Ekonomia a Managementu in Prague, Czech Republic after having won an Erasmus scholarship. Lavinia speaks English and French, and has a basic knowledge of Czech.
Lidija is responsible for research in the consumer services, food, staples retailing, beverage and tobacco sectors and also supervises a team of research analysts. Furthermore, her tasks include account management and quality control of core research products. Before joining Sustainalytics, Lidija worked for six years in private banking for a large German bank, as well as for a corporate social responsibility consultancy company, gaining valuable insight into the financial sector. Lidija graduated with a degree in International Business Administration with a focus on Business Ethics and Good Corporate Governance from the University of Applied Sciences in Saarbrücken, Germany. She speaks German, English, Croatian and basic French.
Liliana supports the Advisory Services team in the execution of various research projects and contributes to the provision of responsible investment services to clients. Prior to joining Sustainalytics, Liliana participated in an internship program at a financial investment services company and volunteered with a non-governmental organization focused on youth entrepreneurship. Liliana holds a Bachelor’s degree in Finance and Banking and a Master’s degree in Financial Markets from the West University of Timisoara.
Loïc leads Sustainalytics’ research team in Singapore and contributes to the continued enhancement of the firm’s overall responsible investment research offerings.
As a former senior analyst at Norges Bank Investment Management (NBIM), Loïc brings to Sustainalytics a deep understanding of the environmental, social and governance (ESG) issues most important to investors. He is also an expert on water-related ESG risks having successfully engaged on the issue with companies in the mining, utilities and food sectors in Asia. While at NBIM he also prepared the firm’s annual report on water risk management.
Loïc has a master’s degree in International Finance from Sorbonne University in France and a bachelor’s degree from Glasgow University, Scotland.
Lotte is the manager of the research products team in the Romanian office. Moreover, she is responsible for researching the financials sector and is involved in account management, the alert service and strategic research planning. She has a special interest in governance, money laundering and issues related to bribery and corruption. Prior to joining Sustainalytics, Lotte worked for a research house, a major financial corporation and has volunteered for several non-governmental organizations. She studied International Relations at the University of Leiden, the Netherlands and Political Science at University College Utrecht, the Netherlands. Lotte speaks English, Dutch, Spanish and French.
Lucas conducts corporate environmental, social and governance research with a focus on the oil and gas industry. Prior to joining Sustainalytics he worked at Ceres, an environmental network, offering his expertise to investor initiatives on sustainability reporting and hydraulic fracturing disclosure. He also worked at the National Public Radio program “On Point” and helped launch a socially responsible apparel manufacturer. Lucas holds a Bachelor degree in Journalism from Northeastern University, where he was awarded a scholarship for social entrepreneurship.
Lucy Carmody is currently on sabbatical.
Prior to joining Sustainalytics, Lucy was the Executive Director of Responsible Research, (which was acquired by Sustainalytics in June 2012). At Responsible Research she led the highly respected independent environmental, social and governance (ESG) research team that produced sectoral, thematic and company research highlighting sustainability performance in Asian listed companies. Lucy also developed and managed Asian Sustainability Rating™, a tool which benchmarks 750 companies on ESG performance.
Prior to setting up Responsible Research Lucy ran CSR Practice, an ethical investment and strategic corporate philanthropy consultancy. Her background is in investment banking, with over a decade of experience in managing Asian equity research and sales with top tier banks including Barclays Capital. She held senior institutional client relationships in London, Hong Kong and New York and wrote equity investment research from Bangkok, Jakarta and Kuala Lumpur.
Lucy is Chair of the Asian Association of Independent Research Providers, an Advisory Board Member of Impact Exchange Asia and an advisor to the Asian Water Project. She has consulted on projects for the International Finance Corporation, UNCTAD and the Emerging Market Disclosure Project. Lucy graduated with a Master’s degree from St John’s College, University of Cambridge in 1989.
Maggie is responsible for the design and layout of Sustainalytics external and internal communications. Her major projects include updating the design of Sustainalytics' marketing materials and elements of the client interface. She also helps create presentations and marketing collateral for clients. Prior to joining Sustainalytics Maggie worked as an International Education Study Abroad Advisor at Endicott College sending over 400 students abroad. In addition, she also spent five months living and studying in Florence, Italy. Maggie graduated from Endicott College in 2008 with a Bachelor of Fine Arts in Visual Communications with a concentration in Graphic Design. She is very passionate about art and tries to incorporate a creative edge into whatever comes her way.
As a member of the client relations team, Margaret is involved in developing the procedures and best practices for Sustainalytics’ client servicing program. Margaret has a background in financial services having worked for Merrill Lynch Canada, CIBC and the Royal Bank of Canada in various middle and front office roles. Further to her experience in the financial services industry, Margaret worked as an intern and consultant for UNESCO and the Intergovernmental Oceanographic Commission in the area of coastal zone management, with specific projects relating to indigenous peoples. Margaret also spent a year in Thailand working with Save the Children, researching child rights and a rights-based approach to programming. In addition to Thailand, her international experience includes time spent living in Senegal and France, where her fluency in French was perfected in the French school system. Margaret completed an Honours Bachelors of Arts from the University of Toronto, with a double major in Environment and Society and French Literature and Civilization. She has also completed the Canadian Securities Course, the Conduct and Practices Handbook and the Derivatives Fundamental Course.
Margaret provides administrative support for Sustainalytics’ Boston office. She also provides regional support to the IT and Finance teams. Prior to joining Sustainalytics, Margaret held positions in human resources and finance at Verizon and General Electric respectively. Margaret studied at the University of Massachusetts - Amherst and holds a Bachelor’s in Business Administration. She is also a graduate of General Electric's Financial Management Program.
Maria Luiza is a lead analyst for conducting research on industrial peer groups including electrical equipment, machinery, trading companies and distributors, and industrial conglomerates. Her previous experience includes research on pension funds and investment strategies. Maria Luiza received her Bachelor’s degree in Finance and Banking from the West University of Timisoara in 2009. She has a Master’s degree, and studied the first year of her Master’s program in Tubingen (Germany) as an Erasmus student writing her thesis on investment funds. She is now studying for her PHD in Responsible Investments at the West University in Timisoara. Maria Luiza speaks fluent English and intermediate German and Spanish.
As part of the research products team, Maria conducts environmental, social and governance research in a variety of sectors. Before joining Sustainalytics, Maria interned with the International Criminal Tribunal for former Yugoslavia in The Hague. Additionally, she worked as a research assistant at Washington University School of Law in St. Louis, Missouri, USA during her exchange semester there. In June 2013, Maria will graduate from the Transnational Law Program at University College Utrecht in The Netherlands. Maria speaks Romanian, English and Spanish.
Marion joined Sustainalytics in November 2010 in order to support business development and provide guidance to responsible investors in North America. In her new role as an Analyst on the Advisory Services team, Marion continues to work closely with clients to support the implementation and development of responsible investment mandates and strategies. Marion is a key contributor to Sustainalytics’ research into nuclear energy involvement, and provides research and analysis for the Advisory Services team’s products and services .
Before joining Sustainalytics, Marion lived in Madrid, Spain for two years, where she worked as a business developer for a leading renewable energy engineering firm. Prior to this, she completed sustainable development-focused internships abroad with the Mexican National Ecology Institute and at a small hydroelectric project in Honduras. She holds a Bachelor of Commerce degree in International Business from the University of Calgary and an International Master of Sustainable Development and Corporate Responsibility from EOI Business School (Madrid). Marion is a volunteer with Cycle Toronto. She speaks English, Spanish, and conversational French.
Marthe is responsible for managing global marketing activities with a focus on Europe. Prior to joining Sustainalytics, Marthe was a regional marketing manager at Nyenrode Business University and held various marketing-related positions in the non-profit and advertising sectors, as well as at the United Nations in Geneva, Switzerland. Marthe holds a Bachelor’s degree in Business and Languages from the University of La Sorbonne in Paris (France) and a Master’s degree in Environment and Development Policy from the University of Sussex (United Kingdom). She is currently studying Management at the Open University Business School in London. Marthe speaks French, English, conversational Dutch and Italian and is learning to speak Portuguese.
Martijn provides contracting, commercial and legal support to the advisory services team. Prior to joining Sustainalytics, Martijn worked for Deloitte tax lawyers, advising a wide variety of multinational companies on international tax strategies. His previous work experience also includes project work for a clean tech venture capital firm as well as writing a plan for seed capital funding for a new sustainable food technology. Martijn studied economics at the Utrecht University. He also holds a Master’s degree in International Tax Law from the University of Amsterdam. Martijn is fluent in Dutch and English.
As senior product innovation manager, Martijn is distinctly focused on innovating processes and products. In this role, Martijn coordinates and translates ideas and proposals into workable solutions to be implemented by the development team. Previously Martijn held the position of research manager where he gained expertise in the fields of client servicing and account management. He has a special interest in corporate governance, communications and technology. Moreover, he has in-depth knowledge of environmental, social and governance issues in the semiconductor and technology hardware and equipment industries. Martijn earned a Master’s degree in Economics and Business at Erasmus University Rotterdam, the Netherlands, with a specialization in financial economics.
Max assists global clients in integrating Sustainalytics’ research within their investment processes. He brings to this role an understanding of the dynamics involved in developing an RI program. He spent a number of years at TD Asset Management, where he focused on developing processes to assist the integration of ESG factors into the investment process, leading corporate engagement efforts and supporting the management of its sustainable investment products. Most recently he was the manager of a multi-asset class responsible investing group for an Ontario-based pension plan.
Following his Honours Bachelor of Commerce degree in Business Administration from the University of Windsor, he fulfilled the necessary requirements for the Chartered Investment Manager (CIM) designation offered by the Canadian Securities Institute. Max is a CFA charterholder. He is fluent in both English and French.
Melissa Brown is currently a partner at Daobridge Capital, a China-focused private equity advisory firm. A resident in Asia since 1988, she analyzed Asian investments for 15 years as a sell-side equity analyst and research director for Barclays Capital and JP Morgan. She has specialized in coverage of the power and clean tech sectors and was responsible for research on companies in South Korea, China, Taiwan, the Philippines, Thailand, Malaysia, and India. She completed her sell-side career as a Managing Director at Citigroup. During her tenure as the Executive Director of ASrIA (2003-2008), she led a range of innovative ESG research initiatives focused on carbon disclosure and ESG analysis of Asian companies. As part of the IDFC Capital team, Ms. Brown invested in emerging market private equity funds and was a Director of Responsible Research Pte Ltd, an Asian ESG research provider. She is currently a government-appointed council member of the Hong Kong Institute of CPAs, a member of the Securities and Futures Commission Public Shareholders Group, and was a member of the Stock Exchange of Hong Kong Listing Committee (2006-2012). Ms. Brown holds an MBA from the Yale School of Management and a BA in Economics from Williams College.
Melissa provides support to the global sales and marketing team and is responsible for writing and editing the company's marketing materials and publications. In addition to her communications duties, she is involved in organizing and executing the company’s online and live events. She has a particular interest in media relations and social media. Melissa comes to Sustainalytics with several years of communications experience in the non-profit and cultural sectors. Prior to joining Sustainalytics she worked for a Toronto-based charity that facilitated the donation of office furniture and equipment from the private sector to charitable organizations. Melissa graduated from the University of Toronto with an Honours Bachelor's degree in Psychology. She also has a post-graduate certificate in Corporate Communications from Sheridan Institute of Technology and Advanced Learning.
Michael Jantzi is the CEO of Sustainalytics. He was the founder of Jantzi Research and has been active in the responsible investment field since 1990. Michael is a thought leader on sustainability investment and corporate social responsibility issues and regularly appears in the global media. He is the co-author of The 50 Best Ethical Stocks for Canadians: High Value Investing, published by MacMillan Canada. Jantzi Research won the 2006 Capital Markets Award for Sustainable Investment & Banking, awarded by the GLOBE Foundation and The Globe and Mail as part of the prestigious GLOBE Awards for Environmental Excellence program. In June 2010 Michael was awarded the Lifetime Achievement Award by the Social Investment Organization in recognition of his contributions to the Canadian socially responsible investment market thorough leadership, initiative, collaboration and innovation. Sustainalytics was also internationally recognized in 2012 as the Best Responsible Investment Analysis Firm by Thomson Reuters Extel.
Michael mentors social entrepreneurs through his involvement in the Ashoka Support Network. Michael also sits on the practitioner advisory council for the Research Network for Business Sustainability, overseen by the Richard Ivey School of Business, and is a member of the advisory council for the Schulich School of Business' Centre of Excellence in Responsible Business. He holds degrees from the University of Western Ontario and Dalhousie University.
Michael Jongeneel is chief operating officer and managing director Triodos Investment Management at Triodos Bank. In September 2011, Michael was appointed to the supervisory board and audit committee of the Zuwe Hofpoort hospital in Woerden. That same year Michael was also appointed chairman of the Laluz Foundation; a foundation which brings together young professionals volunteers who wish to use their knowledge and expertise outside of their careers with charitable organizations that are seeking to fill a knowledge gap. In 2010 he became a member of Worldconnectors; a think tank that aims to work towards a just, sustainable, inclusive and peaceful world. Prior to joining Triodos Bank in 2007, Michael worked as an engagement manager at Mckinsey & Company and as a consultant at Accenture. He completed his education at the University of Twente and has a Master of Science in Information Engineering.
Mike Musuraca is a consultant on pension and corporate governance issues. Until recently, he was managing director of Blue Wolf Capital Management, a private equity firm and a private equity fund. Prior to joining Blue Wolf, Mr. Musuraca was an assistant director in the Department of Research and Negotiations, District Council 37 of the American Federation of State, County, and Municipal Employees (AFSCME), which is the largest public -sector union in New York City, and served as designated trustee to the New York City Employees Retirement System (NYCERS) and the Cultural Institutions Retirement System (CIRS). Mike Musuraca also served as a board member of the UN Principles for Responsible Investment, and is currently serving on the board of Verite.
Michelle is responsible for the overall management of the Singapore office. She joins Sustainalytics as part of the Responsible Research acquisition. Prior to joining Responsible Research Michelle was an analyst at RiskMetrics specializing in the research and profiling of companies involvement in sanctioned countries. This experience piqued her curiosity in environmental and social issues. Her previous work experience also includes six years of experience in business management and client relations in the dental and garment manufacturing industries.
Michelle holds an MBA from the Woodbury University and a Bachelor of Science in Commerce with a major in Management of Financial Institutions from De La Salle University, Manila. Michelle’s language skills include fluency in English, Filipino and Hokkien (a Chinese dialect).
Mihai joins Sustainalytics as part of the Share Dimension software development team (acquired by the firm in 2012). Mihai is involved in maintaining existing programs and independently creating design and source code, and performing module and integration tests, according to the quality system. He is also responsible for maintaining and developing applications using .NET Framework. Mihai studied Mathematics and Computer Science at the West University of Timisoara and holds a Bachelor’s degree in Computer Science. Mihai has also successfully completed exams in Windows Applications Development with Microsoft .NET Framework 4, and Microsoft .NET Framework - Application Development Foundation. Mihai speaks English and German.
Mihoko specializes in environmental, social and governance (ESG) research and analysis of companies in the information technology industry. She also conducts ESG research on high profile Japanese companies.
Prior to joining Sustainalytics, Mihoko interned at FTSE as a member of the its ESG team, which focused on engagement with constituents of the FTSE4Good index series. She also worked at an investment bank as a business associate in global banking and international operations. She is a certified U.S. chartered public accountant (CPA) and has a special interest in natural capital accounting and integrated reporting initiatives.
Mihoko holds a BA in Policy Analysis from Keio University and an MBA from Judge Business School, University of Cambridge. She won the MBA dissertation award for her research on various social impact assessment methodologies for the private sector. Mihoko is fluent in Japanese and English.
In addition to her role as an account manager for a number of North American clients, Nicole is also responsible for conducting research on the pharmaceutical sector. Prior to joining Sustainalytics, she worked as a consultant at a Toronto-based firm specializing in public consultation and facilitation. In addition, Nicole worked as a researcher at the municipal and provincial levels of government and for an environmental non-profit. She has a Master’s degree in Environmental Studies from York University in Toronto, Canada, which was focused on Business and Sustainability.
Nina is responsible for the efficient and effective operation of the Amsterdam office. She has a special interest in marketing and communications, so in addition to her role as office manager she will assist the marketing team with internal communications. Prior to joining Sustainalytics Nina worked as an operations manager at 9straatjesonline.com. Her previous work experiences include volunteering for various non-governmental organizations both in the Netherlands and abroad, and working as a documentary photographer in various countries. Originally from Australia, Nina holds Bachelor’s degrees in both Politics and International Relations and Photography from the University of New South Wales. Nina is a native English speaker and continues to improve her Dutch language skills.
Nynke Doorenbos is the Global Director of Human Resources and Operations. Nynke drives and manages recruitment and hiring; training and development; HR policy and strategy innovation and corporate culture globally across 10 countries and 5 different time zones. Before joining Sustainalytics, she worked as an HR management consultant and held various management roles in the field of training and education. Nynke managed the master programs at Nyenrode Business University in addition to general HR functions at Atos Origin and La Perla International Living. Nynke holds a Master’s degree in Law from the University of Utrecht and a Master’s degree in Business Administration at Nyenrode Business University.
Paula is responsible for developing Sustainalytics’ client relationships in Canada and oversees the institutional relations team in the region. In her role, Paula helps prospective clients determine the responsible investment solutions that best fit their needs. She also manages client requests and liaises with product and service teams within the organization to ensure quality and timely delivery of client projects. Additionally, Paula plays a strategic role in Sustainalytics marketing efforts within Canada and globally. She regularly speaks at conferences as well as to board and investment committees on the subject of responsible investment.
Prior to joining Sustainalytics in 2004, Paula worked in the world of finance and investments at institutions such as YMG Capital, MMA Investment Managers, Fidelity Investment and Watt Carmichael Inc. Her extensive experience in the financial industry includes roles as an investment advisor, institutional trader and portfolio administrator. Paula is a graduate of the University of Toronto.
During her internship at Sustainalytics Pauline will support the client services team on a number of specialized projects. Pauline comes to Sustainalytics with six years’ experience as a research analyst, most recently at Fleming Asset Management Botswana. Her role involved detailed equity research, analysis and investment recommendations for the Fleming Africa Fund. Her research was focused on a number of sectors across African markets. Pauline holds a Bachelor’s degree in Economics from the University of Botswana. She is currently a registered CFA level 2 candidate. Pauline’s language skills include fluency in English and Setswana.
Pedro is responsible for assisting the advisory services team in meeting client requests. Prior to joining Sustainalytics he worked for Enviu, an NGO focused on supporting the establishment of sustainable companies. Pedro completed a Bachelor’s degree in International Business Administration at Erasmus University and is currently finishing his Master’s degree in Global Business and Stakeholder Management also at Erasmus. Pedro speaks English, Portuguese and Spanish.
Philip joined Sustainalytics as a business development intern and later transferred to the research products team. In his junior analyst role Philip assesses the environmental, social and governance factors performance of companies within the materials sector. Prior to joining Sustainalytics Philip was a researcher and analyst at Contra the Heard Investment Newsletter. He also has a background in finance having worked as a financial advisor and planner at Freedom 55 Financial. Philip holds a degree in Geography and History from the University of Victoria.
Rachel is responsible for developing and implementing the company’s human resources strategy. Her primary areas of responsibility are: recruitment and hiring; training and development; supporting high-performance global teams; and corporate culture. In addition to her role in human resources and operations, Rachel also manages analysts on the research products team in Toronto. Prior to joining Sustainalytics, Rachel worked for four years as an educator and group facilitator in both academic and international development settings. She has worked in Canada, the United States, Latin America and the Caribbean. Rachel earned her Master’s degree in Business Administration from the Schulich School of Business, York University in Toronto, Canada, where she specialized in Business and Sustainability, and Non-Profit Management and Leadership. She also has a Bachelor’s degree in Liberal Arts from McGill University in Montreal, Canada.
Rado joined Sustainalytics in 2008 and is currently involved in a range of client-specific projects. In addition to client advisory and decision support, his primary focus includes competitive intelligence projects, partnership risk assessments, stakeholder mapping and engagement services, gap and risk analyses. Having gained expertise as a lead analyst in Sustainalytics’ Industrials team, in his current role he develops stakeholder analyses and benchmarks for a broad range of sectors. Rado supports some of the largest Advisory Services projects, including assessments of corporate performance against investor expectations. Rado brings to Sustainalytics content management and editorial experience gained at Dow Jones Factiva. He holds an Honours Bachelor’s degree in Business Administration from the University of Portsmouth Business School, with a concentration in strategic management and business innovation. He also gained a Master’s degree in Business Studies and Retail Marketing from the University of Amsterdam. Rado is Bulgarian and speaks fluent English, Dutch, Russian.
Reginald is part of the research products team specialized in the information technology sector. Moreover, he supports research on the utilities sector. Reginald has a special interest in creating integrative financial and behavioural motivation in sustainability. Previously, he worked at university as an assistant researcher and instructor in motivation and leadership studies. Until 2008, Reginald was a corporate social responsibility strategist and reporting officer at ABN Amro Bank, where he developed industry-specific policies, liaised with external initiatives and produced award-winning reports. His other functions included risk management and corporate merger projects. He also completed an internship at the UNOPS focused on public-private partnerships. Reginald studied Economics and Development at the University of Sussex (UK) and International Christian University (Japan), and received his research-focused Master's degree in Applied Economics and Cognitive Psychology from the University of Amsterdam (Netherlands). He speaks fluent English, Dutch, Japanese and French, and intermediate Portuguese and Swedish.
Roxana conducts research and provides analysis of companies in the consumer discretionary industry. Prior to joining Sustainalytics, Roxana worked as a project manager at an online data company. She also spent time at a German development bank working on its CO2 emissions purchase program as well as in portfolio management.
Roxana has a Bachelor’s degree in International Economics and Foreign Affairs from the West University of Timisoara. She also earned a Master’s of Science degree in International Economics and Economic Policy from Johann Wolfgang Goethe University in Germany. Roxana speaks fluent German and English.
Since 2006, Sarah has worked in the area of environmental, social and governance (ESG) research, beginning as an analyst working on customized client projects and deliverables. She provides full service support to the company’s North American clients and speaks regularly on the topics of socially responsible and responsible investing, and ESG investing at conferences. Sarah works closely with Sustainalytics’ broad range of clients assisting them in identifying their ESG research needs as well as supporting them in the seamless implementation of new processes for their organizations. She communicates regularly with clients, providing education and support for all stakeholders, helping to identify new markets, and supporting their sales and marketing efforts through meetings and presentations. Sarah has spent time living in South Korea and working in the English as a Second Language teaching program. She has also lived in Mexico studying gender equality and its relations to sustainable development. Sarah has a Bachelor of Arts degree in Political Science and International Development from Wilfrid Laurier University in Ontario. She speaks conversational French and Korean.
Sharon joined Sustainalytics as the executive assistant to CEO Michael Jantzi and as a bookkeeper. Her work experience prior to joining Sustainalytics included working in brokerage, institutional sales, mutual funds and hedge funds.
Sheila is the lead analyst for North American banks, diversified financial services and insurance. She is also part of a team that coordinates and reviews Sustainalytics’ monthly alerts service, and is a member of the quality management team for the company’s research products. Prior to joining Sustainalytics, Sheila was based in Singapore as the lead political risk and security analyst for Asia-Pacific in an international medical assistance and security services company. She has worked as a security analyst and as a journalist in Manila, and led research projects for a stakeholder engagement company in San Francisco. Sheila holds advanced degrees in International Affairs from the New School University and in International Relations and Strategic Studies from the University of Lancaster. She is fluent in Visayan, Filipino and English and has a working knowledge of Spanish.
Shibah is responsible for providing human resource (HR) support and assisting with emergent needs. In addition to this, she will also work on HR specific projects. Prior to joining Sustainalytics, Shibah worked for Toys ‘R’ Us Canada as an accounts payable administrator. She holds a Bachelor of Business Administration degree from Wilfrid Laurier University in Ontario, with a specialization in Human Resources. Shibah is fluent in Hindi, Punjabi and Urdu.
Silvana is responsible for research of the financials sector, with a special interest in banks and insurance. Prior to joining Sustainalytics, she completed internships in the field of banking and insurance at Unicredit Tiriac Bank and ING Insurance Romania. Silvana has a Bachelor’s degree in Economics and Business Administration from the West University of Timisoara, with a specialization in Finance and Banking, as well as a Master’s degree in Finance and Financial Strategies. She was first exposed to corporate social responsibility and environmental, social and governance issues while taking courses in economics and finance at the University of Padova (Italy). Silvana speaks fluent in English and Italian and is familiar with Serbian and Portuguese.
As global director of advisory services, Simon provides direction, coordination and expertise in the delivery of customized advisory services based on Sustainalytics’ research and analysis into corporate sustainability performance, trends and best practices. These services create the foundation upon which investors and corporations can make informed decisions on how to proactively adhere to ethical mandates and manage environmental and social risks. Prior to joining Sustainalytics, Simon owned and operated his own business in Japan. More recently he was the international marketing director for a leading global education company in Toronto, where he was responsible for creating and executing a marketing strategy to penetrate markets in Europe, South America and Asia. Simon has a Master’s of Business Administration from the Schulich School of Business, where he focused on developing the skills necessary to drive positive business performance through sustainability. Simon also has professional certification from the Greenhouse Gas Management Institute and is a certified Global Reporting Initiative (GRI) trainer.
Sonja specializes in the analysis of environmental, social and governance issues in the chemicals, packaging and household and personal products peer groups. In addition, she is involved in the management of German client accounts. Sonja holds a Master of Science degree in Business Administration with a specialization in sustainable development from a multi-stakeholder perspective (cum laude) from the Rotterdam School of Management, Erasmus University. She also has a Bachelor of Science degree in International Business with a specialization in Finance from Maastricht University and has completed an exchange semester at the Australian National University where she majored in Social Marketing. Her work experience includes a graduate research position at Erasmus University. Sonja speaks fluent German and English, is proficient in French and has a basic knowledge of Dutch and Spanish.
Sorin is responsible for software development and building integration, reporting, and analytic solutions. He has a special interest in creating business intelligence solutions for organization using Microsoft technologies. Sorin joins Sustainalytics as a member of the Share Dimension software development team acquired by the firm in 2012. For seven years Sorin worked on various development projects, including Sustainalytics’ Global Platform. He also has extensive experience in industrial automation, having worked with several companies in the field. Sorin graduated from the University of Petrosani with a degree in Computer Science and earned certification as an internal auditor in quality management systems from the Institute of Management and Informatics, Bucharest. Sorin speaks English and Romanian and is proficient in the programming languages of C++, C#, VisualBasic, HTML, Java Script, XML, XAML, T-SQL, LINQ.
Stefan is responsible for research of the banks, diversified financial services and insuarance, coordinating research, ensuring profile quality and revising sector-specific indicators. In recent years, he has also prepared several sector studies for a client. Before joining the company, Stefan oversaw several academic projects and worked as a junior consultant for a student management consultancy. He studied Political Science, Law and Economics at the University of Technology in Darmstadt and at the University of Wales, and holds a Master’s degree in Political Science. Within his studies, Stefan focused on corporate social responsibility and civil society. He also holds a securities analysts certificate from the Frankfurt School of Finance and Management. Stefan is fluent in English and German and also speaks some French.
Stephanie manages a team of analysts at Sustainalytics’ Romanian office and is responsible for quality management and assurance on the research products team. She is also the lead analyst for the consumer discretionary sector and chemicals, packaging, household and personal products sector. Stephanie has worked in the public, private and not-for-profit sectors, focusing on environmental sustainability and corporate social responsibility. Prior to joining Sustainalytics, she helped with the production of the Corporate Responsibility Index published by the British non-governmental organization Business in the Community and worked as a researcher at Trucost in London, England. Stephanie holds a Bachelor of Science degree in Environmental Science from Queen’s University and a Master of Science in Sustainability and Management from Royal Holloway, University of London.
Stephen Scofield is Associate Director of Institutional Relations, North America. Based in San Francisco, Stephen works closely with Sustainalytics’ regional and international teams, with primary responsibilities for business development, marketing, and client engagement.
Prior to joining Sustainalytics, Stephen served as Director of Business Development for the Payne Firm, an international provider of environmental due diligence services to the global private equity industry. In this capacity, Stephen provided ESG advisory services to senior fund management teams, general counsel, limited partners, and investor relations professionals within the alternative asset class.
Previously, Stephen has worked as a New Business Development and Brand Strategist for a pair of international corporate brand consultancies. He has lived and worked in the United States, Europe, and Latin America. Stephen earned a Bachelor of Science degree in Economics from the University of California, and a Masters Degree in Education from New York University. He is fluent in Spanish and English.
Sun is responsible for corporate environmental, social and governance (ESG) research focused on companies in mainland China and with the focus on energy sector. Prior to joining Sustainalytics, Sun was a responsible investment analyst with Responsible Research, a company acquired by Sustainalytics in June 2012. His previous work experience includes three years in investment information research and public relations for China’s Investment Promotion Agency within the Ministry of Commerce. Sun also participated in an internship program at the United Nation Economic and Social Commission for Asia and the Pacific (UNESCAP). His research focused on responsible investment related to ESG and corporate social responsibility issues as well as international finance, trade, foreign direct investments and regional integration and development in Asia and Pacific.
Sun holds a Master’s degree in Public Policy specializing in Economic Policy and Analysis from Lee Kuan Yew School of Public Policy within the National University of Singapore. He also has two Bachelor’s degrees in Management Information System and International Economic Law from the University of International Business and Economics, Beijing China. Sun is fluent in Chinese and English.
Tal works with institutional investors in the Benelux, Nordics, South-Africa, and United Kingdom, where he supports our clients in their responsible investment strategies. Previously, he worked as an in-house finance specialist at a Dutch SME in the field of water treatment and control. Tal regularly speaks at conferences on responsible investment and is currently involved in a study on the financial impact of responsible investment strategies. Tal studied International Business at Tilburg University (the Netherlands) and participated in university exchange programs to Universidad de Salamanca (Spain) and Cornell University (United States). Tal is fluent in Dutch, English, and Spanish.
Teodora is part of the research products team responsibile for drafting profiles of companies in autobobile, transportation, and aerospace and defense industry. Before joining Sustainalytics, Teodora worked at the Romanian Ministry of Education, creating the monitoring and reporting framework for implementing European funding at the national level. She also worked in project management and implementation with several NGOs and researched drug laws at a European Union agency. She has international experience having worked in Romania, Portugal and the Netherlands. Teodora holds a Master of Laws (LLM) degree in International and European Law from the University of Amsterdam, a Bachelor degree in European Studies and International Relations, and a Minor in Conflict Studies and Human Rights. In addition to her native Romanian, Teodora speaks English and Portuguese, having worked and studied in both languages; and has an intermediate level of French and a basic knowledge of Dutch.
Terence is product manager for the Sustainalytics’ Controversial Weapons Radar and the research on product involvement. For both products he oversees quality management, product and business development, planning and client management. In his role as defence specialist he advises financial institutions on defining and implementing defence policies. Terence is also part of the sustainability indexes team. Before joining Sustainalytics, Terence worked for seven years at ABN AMRO as an analyst and portfolio manager. His focus areas were the integration of environmental, social and governance issues into investment processes and managing the Green Fund. Terence holds Master’s degrees in Economic Geography and International Relations from the University of Amsterdam.
Terezia supports the marketing team in its social media outreach, website management and event organization. Previously she volunteered at the Red Cross in both Slovakia and the Netherlands where she helped organize events and activities for local children, teenagers and the elderly. Terezia is currently pursuing a Bachelor’s degree in International Communication Management at The Hague University of Applied Sciences and will graduate in July 2013. Terezia is fluent in Slovak, English and Czech.
Thaela conducts corporate environmental, social and governance research with a focus on companies in the financial sector. She holds a Master’s degree in Strategic Leadership towards Sustainability from the Blekinge Institute of Technology (Sweden). She also has a Bachelor’s degree in International Business Administration from the Wiesbaden Business School in German. Her international experience includes a semester spent studying abroad in 2009 at the Benemérita Universidad Autónoma de Puebla in Puebla, Mexico. That same year Thaela completed an internship at a multinational corporation in Singapore where she conducted research on the oil and gas sector in South-East Asia. Thaela speaks fluent German and English and has proficient knowledge of Spanish.
As part of the advisory services team Trevor assists with client services, customer relationship management processes and research projects. Prior to joining Sustainalytics, Trevor worked in environmental consulting with The Carbon Accounting Company where he helped clients measure and reduce their carbon emissions. He gained an international perspective on the mining industry having worked for New Gold in Canada, Mexico and Australia. He also previously conducted macroeconomic research at the Canadian International Trade Tribunal.
Trevor holds an honours bachelor’s degree in Environment and Business, with a minor in Economics from the University of Waterloo.
As a member of the research products team Tyler conducts corporate environmental, social and governance research in the financials sector. Prior to joining Sustainalytics Tyler was the chief administrator and technology sector analyst for the Eberhardt Student Investment Fund. Tyler completed a Bachelor’s degree in History with minors in Economics and Law at the University of the Pacific. He also studied Business Administration at Boston University and International History at the London School of Economics. In addition to his formal education, Tyler has received training in mediation and alternative dispute resolution. He is Bloomberg certified in equity analysis.
During her internship with Sustainalytics, Verna will conduct environmental, social and governance research on companies in the food and beverages sector. Verena’s previous experience includes positions in environmental management and project accounting. Verena holds a Bachelor’s degree in Environmental Science and Business from the Karl-Franzens University, Graz, Austria. She is currently completing a Master’s degree in Industrial Ecology, for which she was awarded an EU scholarship. In addition to her native German, Verna also speaks fluent English and Italian.
As director of research Wilco provides guidance and management to a growing team of analysts. He oversees, among others things, research planning, research on various sectors and countries and he is a valuable liaison with the academic world.
Prior to joining Sustainalytics, Wilco was an equity portfolio manager, quantitative researcher and senior engagement specialist at Robeco Group. He honed extensive expertise in responsible investment analysis, voting at shareholder meetings and conducting active dialogues with investee companies. He brings with him over a decade of experience with institutional clients, their affiliated networks (including the PRI), brokers, investment consultants and ESG research providers. At Robeco he was also a driving force behind the company’s exclusion policy.
Wilco holds Master’s degrees in Econometrics from Erasmus University Rotterdam and Philosophy from Leiden University. He is currently working towards a Masters degree in History of Arts.
Winz' will be supporting Michael to interpret our mission “to broaden decision-making in capital markets to include sustainability” for the future and specifically to develop business planning material and thought leadership pieces.
Before taking on this role, Winz was a member of Sustainalytics’ Intelligence team. Prior to joining Sustainalytics, Winz ran her own consulting firm with a focus on global competitiveness, primarily for the financial services industry. She was seconded by Royal Bank of Canada - Institutional Investor Services, as Global Head of Market and Product Strategy during their merger with Dexia (NL). Before that, from 1995 to 2001 Winz was with Ernst & Young's consulting practice where she led the Canadian real estate group before moving to financial services consulting. She is currently the Chair of the Board of RESCo Lease, a renewables leasing company and on Toronto French School’s Eco Council.
Winz holds a doctorate in governance (transaction cost and agency) from the University of Hannover, Germany in conjunction with University of Toronto, a business/economics degree (lic. oec. HSG) from the University of St. Gallen, Switzerland, and a Master in Architecture (M.Arch). Winz is LEED accredited (2009) and is a certified GRI trainer (2010). Winz has lived, studied and worked in Germany, Switzerland, Italy, France, Canada and the USA and is fluent in speech and writing in English, French, German and Italian.
As a member of the finance team Yaqoob is responsible for key accounting activities for Sustainalytics’ European offices and also provides support to the global Finance team. Prior to joining Sustainalytics, Yaqoob held financial positions in a variety of industries. He studied commerce and mathematics at the University of Karachi and Controlling at the University of Amsterdam. He received his Bachelor’s from Hogheschool van Amsterdam. Yaqoob speaks numerous languages including Urdu, English, Dutch and Spanish.
Zachary supports the advisory services team in numerous client-specific projects. Prior to joining Sustainalytics, Zachary worked in the marketing department of a hedge fund and was a member of the sustainable investment research team at Sentinel Investments, where he was responsible for ensuring that all companies included in the Sustainable Core and Growth Opportunities fund fulfilled the necessary environmental, social and governance criteria. While at Sentinel, Zachary co-authored a white paper on water conservation. He holds a Bachelor’s degree in Political Science from New York University and has passed the level 1 CFA exam.