Our independent Investment Advisory Committee meets three times a year. Its key function is to review the fund’s holdings and ensure that they meet with both the spirit and the letter of the fund’s sustainability criteria. If a holding is deemed inappropriate, the Committee can recommend that holding be sold. The committee also provides us with intelligence and a discussion forum on strategic developments in our themes.
Kingsmill Bond, External Adviser
Kingsmill is a New Energy Strategist at Carbon Tracker. His role is to analyse and communicate to investors the dramatic implications of the transition away from fossil fuels for companies and markets. Before joining Carbon Tracker, Kingsmill worked as a sell-side equity analyst and strategist for twenty years at Deutsche Bank and Citibank in London, Hong Kong and Moscow. He has written on emerging markets and global themes including the changing fortunes of oil and gas companies.
Mike Clark, External Adviser
Mike Clark established Ario Advisory in 2016, a firm offering responsible investment advisory services. Mike has four decades of financial sector experience covering portfolio management, pensions, insurance, investment consulting, client relations and actuarial work. Most recently he was Director, Responsible Investment, at Russell Investments. Mike represents the UK actuarial profession on the Advisory Council of the Smith School’s Sustainable Finance Programme at the University of Oxford. He is particularly interested in how the financial sector can support the real economy.
Geoff Hall, Non Executive Chairman
Former Chief Investment Officer at Allianz Insurance PLC (formerly Cornhill Insurance), Geoff brings over 35 years of investment experience to the team, having managed portfolios for British Railways Pension Funds, HSBC Mutual Funds and Life Assurance funds amongst others. For the last 15 years he has personally managed UK portfolios investing in environmental and green issues.
Carole Ferguson, External Adviser
Carole Ferguson is Head of Investment Research at CDP. Carole leads a team of six analysts and is responsible for developing investor-focused analysis of the risks and opportunities facing companies as a consequence of climate change and other environmental issues. Before joining CDP, Carole worked on both the buy and sell side as an analyst and fund manager. At Société Générale Asset Management, she developed the firm’s responsible investment strategy and research capabilities. Carole has also worked as a resources, mining and utility analyst.
Ray Dhirani, External Adviser
RayDhirani leads the sustainable finance team at WWF-UK, where he has spent the last eight years. At WWF, Ray’s focus has been mainly on sustainable investment and metrics, spatial finance, policy and regulatory work on climate and environment, as well as wider change in the finance and economic system. Before joining WWF, Ray spent eight years working in the markets division of Merrill Lynch in New York within foreign exchange and fixed income sales and trading.