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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. In addition to Romanian, Adela speaks fluent Spanish and Portuguese.
Adina assists in the creation, execution and analysis of Sustainalytics’ various contracts. She also provides support during the contract negotiation process, ensuring compliance with regional and international law and regulations. Prior to joining Sustainalytics, Adina worked in a local law office and also completed an internship at the European Parliament and worked at the European Court of Human Rights in Strasbourg. She holds a master’s degree in Human Rights Law from the University of Lyon, France.
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.
Adrian provides software and hardware support for Sustainalytics’ internal IT network. Prior to joining Sustainalytics, Adrian held a similar position at Toluna servicing about 400 internal users across Europe. He holds a bachelor’s degree in Computer Science from the Tibiscus University of Timisoara.
Adriana conducts environmental, social and governance (ESG) research with a focus on companies in the financial and real estate sectors. Prior to joining Sustainalytics Adriana worked at Citibank where her responsibilities included various client-facing and back office activities. Adriana is currently studying International Corporate Finance at the Faculty of Economics and Business Administration of the West University of Timisoara. She also has a bachelor's degree in Finance and Banking from the same school.
As part of the data team, Adriana is involved in index maintenance, identifier updates, portfolio analytics reporting and universe maintenance. For seven years, Adriana was a teaching assistant at the Faculty of Economics and Business Administration at West University of Timisoara, Romania. She holds a Ph.D. in Mathematics from the same university.
Aiswarya conducts environmental, social and governance research for companies in the telecommunications, media and technology sector. Prior to joining Sustainalytics, Aiswarya worked with Sierra Club Canada on the Public Participation in Environmental Impact Assessment and with the Child Soldier Initiative on program evaluation. She studied Conservation Biology at the University of Toronto Scarborough with a special focus on Behavioural Ecology. She holds a master’s degree in Environmental Studies from Dalhousie University.
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 has over six years of experience researching and assessing the sustainability performance of energy companies. As the energy lead, Alberto participates in stakeholder consultations with oil and gas companies and regularly engages with major global oil and gas companies as part of the Sustainalytics research process. Alberto has travelled to Canada, Colombia and China for onsite field trips to gain first-hand knowledge of oil and gas operations and impact. Alberto is actively involved in communicating ESG issues in the oil and gas industry to major financial institutions and acts as a trusted advisor on unconventional extraction to many of Sustainalytics’ clients. In 2012, he authored Deeper and Colder: The Impacts and Risk of Deepwater and Arctic Hydrocarbon Development, the second report in a series on unconventional oil and gas development. More recently, Alberto co-developed Sustainalytics’ Stranded Carbon Assets Framework.
Prior to joining Sustainalytics, Alberto worked for the Dutch environmental and development non-governmental organization Both Ends. He completed a master’s in Human Geography, Planning and International Development Studies at the University of Amsterdam (Cum laude) and a master’s degree in English Language and Literature at the University of Alcalá de Henares in Madrid. Alberto is fluent in English, Spanish and Dutch.
Aleksandar is responsible for testing Sustainalytics’ online client interface, customer relationship management system, as well as some processes related to internal report generating applications. Prior joining Sustainalytics, Aleksandar held IT engineering and network administration positions in a number of industries. Aleksandar studied Computer Systems Engineering at Polytechnic University Bucharest, Faculty of Electronics and Telecommunications where he was also an assistant professor.
In his role, Alexander ensures that Sustainalytics’ research and analysis is tailored towards actionable solutions for institutional investor clients. Alexander has a special interest in correlating sustainability with business opportunities and anticipating risks.
Prior to joining Sustainalytics, Alexander held a variety of commercial and managerial supply chain positions at food giant Unilever and US food ingredients company Archer Daniels Midland. He also worked for two private equity firms where he managed the market introduction of sustainable products and services in the agri-food sector. In addition, Alexander created a successful consultancy network in partnership with seven accounting firms, which used materiality and positioning benchmarks to advise many small- and medium-sized companies on integrating sustainability into their management and strategy.
Alexander holds a master’s degree in European Economic Law from the University of Utrecht, and a Bachelor of Science degree in Agricultural Management from van Hall Institute in Groningen. Alexander is a native Dutch speaker.
Alexandra is part of the operations team within the research products division where she is involved in the planning, communication and monitoring of Sustainalytics' research cycle. Prior to joining the company Alexandra completed an internship at the Commercial Bank of Romania. She is currently a third-year student at the West University of Timisoara, Faculty of Economics and Business Administration.
Alexandra conducts environmental, social and governance research with a focus on companies in the industrials sector. Before joining Sustainalytics Alexandra worked as an engineer in land surveying. She has a bachelor’s degree in Land Surveying and Geomatics from the Polytechnic University of Timisoara. In addition to English and Romanian, Alexandra also speaks fluent Spanish.
Alex researches, analyses and rates the environmental, social and governance (ESG) performance of publicly-traded and private companies across various sectors and prepares company reports for the Global Access client interface. Prior to joining Sustainalytics, Alex worked in various management positions and also helped to manage a resort owned by his family. Alex graduated from the West University in Timisoara where he studied Economics and Business Administration earning a bachelor’s degree in Finance and Banking. He is currently completing a master’s program in Business Information Systems at the same university.
Alina conducts environmental, social and governance research with a focus on companies in the industrials sector. Prior to joining the company, Alina was a student at West University of Timisoara, Faculty of Letters, where she studied Foreign Languages. In addition to English and Romanian, Alina also speaks fluent French.
Alina oversees the quality management processes for Sustainalytics research and data. Prior to joining Sustainalytics, Alina worked as a procurement analyst in the automotive industry. She holds a bachelor’s degree in Finance and Banks and a master’s degree in Public Budget, Financial Markets and Banks both from Aurel Vlaicu University of Arad.
Alis conducts company involvement research. She also provides support to the global client services team and is involved in special projects. Alis first joined Sustainalytics as an analyst intern, assessing the ESG performance of companies in the consumer discretionary and media communications sectors.
Prior to joining the company, Alis served as an inspector at the Regional Department of Statistics where she was responsible for organizing the census for one of the regions in Romania.
Alis holds a bachelor’s degree in Environmental Science from the West University of Timisoara.
Amit oversees the resolution of the company’s information and communication technology (ICT) related issues, coordinates related projects, and provides training and support for Sustainalytics' global offices and users. Prior to joining Sustainalytics, he worked as a data centre 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.
Ana oversees various accounting and finance activities for Sustainalytics’ Romanian and Dutch offices. Ana is a chartered accountant and her experience includes work with two multi-national companies, Japan Tobacco International and the construction project management company Blue Projects. Ana holds two master’s degrees in Accounting and Audit Expertise and Audit and Financial Management of EU Funds from the Babes-Bolyai University in Cluj Napoca.
As part of the incidents team, Ana is responsible for identifying and analyzing incidents related to the key environmental, social and governance (ESG) issues in various sectors. Before joining Sustainalytics, Ana was a project manager for a data collection company. She studied journalism at West University of Timisoara and has a degree in Communication Sciences.
Anca conducts corporate environmental, social and governance research with a focus on companies in the real estate sector. Her previous experience includes writing project proposals and executing financial analysis and cost-benefit analysis. As a financial analyst for a consultancy company, Anca wrote EU founding proposals and grants for companies and authorities in Romania.
Anca holds a bachelor’s degree in Accounting and Applied Informatics in Economics and a master’s degree in Finance and Financial Strategies for Companies from the West University of Timisoara.
Anca is responsible for conducting research on company involvement various business lines, such as nuclear power or palm oil. She also supports the completion of client and sustainability intelligence projects. Prior to joining Sustainalytics, Anca held local and international leadership positions at AIESEC, a global youth leadership development and internship program. Anca graduated from the West University of Timisoara with a bachelor’s degree in International Investments and Commerce.
In her role, Anca is responsible for quality assurance, such as testing Sustainalytics’ online research portal and performing quality assurance activities of portal updates and features, throughout the software development life cycle. Anca has a master’s degree in Informatics Project Management and a bachelor’s degree Economics Cybernetics, both from A.S.E. Bucharest. In 2015, she became an International Software Testing Qualification Board Certified Tester (level: Foundation).
Anca conducts research on corporate controversies and events that may have a material impact on a company’s financial performance or reputation. Prior to joining Sustainalytics, Anca was an active volunteer in her community, working with youth-run NGOs, where she gained experience in human resources, talent development, project management and organizational development. Anca is currently pursuing her bachelor’s degree in Law from West University Timisoara.
Anda conducts environmental, social and governance research with a focus on the utilities sector. Prior to joining Sustainalytics, Anda worked as an intern at the Commercial Bank of Romania. She is currently in her third year of study at the West University of Timisoara, Faculty of Economics and Business Administration. Anda speaks fluent English and Spanish.
Andrada conducts environmental social and governance research and analyzes the sustainability performance of companies in the construction sector.
Prior to joining Sustainalytics she worked at a translation agency in Timisoara. Over the past three years Andrada has enhanced her knowledge of corporate sustainability by attending 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. She is currently studying Geographical Information Systems (GIS) as part of a master program at the same university.
Andrea manages and oversees client relations for European institutional investor clients. As Director, she leads a team of account managers within Sustainalytics’ advisory Services team in Europe. In addition, Andrea has broad experience in project management, and acted as Project Manager for the 2014 Access to Medicine Index. In 2012, Andrea co-authored the report Bridging the Gaps: Effectively Addressing ESG Risks in Emerging Markets as part of Sustainalytics’ publication series. Prior to her role in client relations, Andrea was an Associate analyst at Sustainalytics conducting company research and analysis within the pharmaceutical and health care sectors.
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.
Andreea’s primary responsibility is to translate business requirements into scoping documentation and functional specifications for the development team, as well as provide all the necessary support to the developers as they work on product development features. Prior to joining Sustainalytics, Andreea was a project manager at an IT/telecom company. She worked closely with developers on enhancements to the company’s various retail website and customer relationship management systems.
Andreea is involved in researching, analyzing and rating the environmental, social and governance (ESG) performance of publicly traded and private companies across various industries and prepares company reports for the Global Access client interface. Prior to joining Sustainalytics, Andreea worked for five years in editing and translation, as well as in direct sales with a cosmetics company. Andreea has a degree in Translations Studies and in International Relations and European Studies from the West University in Timisoara.
Andreea conducts research for Sustainalytics’ product involvement service and provides global support for client services and special projects. Andreea joined Sustainalytics as a research analyst intern where she specialised in evaluating the environmental, social and governance performance of companies in the transportation sector. Prior to joining Sustainalytics, Andreea worked for more than four years at a company involved in the field of cadastre and topography. She graduated from the West University of Timisoara with a degree in Territorial Planning with a focus on rural and urban development.
As associate Innovation specialist, Andrei is actively involved with innovating existing products and processes as well as designing, prototyping and testing new solutions. Upon successful implementation of a technical innovation he may take ownership of the implementation with the focus on assuring continuity and improvement of service. Prior to joining Sustainalytics, Andrei completed a financial adviser program at the Romanian Commercial Bank.
Andrei holds a bachelor’s degree in Economics, with a major in International Business, and a master’s degree in Statistics and Actuarial Science, both from the Alexandru Ioan Cuza University of Iasi, Romania. He is a Certified Microsoft Technology Associate and a Certified Microsoft Excel Expert.
As a software tester Andrei is responsible for quality assurance throughout the software development life cycle. Prior to joining Sustainalytics, Andrei worked in the fields of quality assurance, database administration and help desk management. He has a bachelor’s degree in Mathematical Informatics from Ioan N Socolescu, Technical College of Architecture and an academic degree in Communication Science obtained from the Faculty of Communication and Public Relations.
As part of the ICT team, Andrei is involved in the development of Sustainalytics client interface, Global Access. Prior to joining Sustainalytics, Andrei worked as a development lead for a multinational company with over 2,500 employees worldwide. He has 12 years of experience in software development across various business domains, including banking, capital markets, retail and advertising. Andrei earned a bachelor’s degree in Economic Informatics from the Bucharest University of Economic Studies.
Andrei is responsible for managing Sustainalytics’ customer relationship management and SharePoint platforms as well as developing applications for the latter. Prior to joining the firm, Andrei was a SharePoint developer and team coordinator for one of world’s largest telecom companies. He also previously worked as an architect for various companies across Bucharest and as a freelance graphic designer. He is currently pursuing a bachelor’s degree in Management.
Andres is a member of Sustainalytics’ Controversial Weapons and product involvement research teams. In addition to conducting company research, Andres also advises clients and contributes to product development. Andres initially joined Sustainalytics as an analyst intern researching companies in the healthcare and pharmaceutical sectors. Prior to this, Andres conducted development research in Tanzania, Argentina and the Philippines. He graduated from University College Utrecht (cum laude) and completed a master’s degree in Sustainable Development focused on international development.
Anemarie conducts research and analysis on key environmental, social and governance (ESG) incidents involving companies across various sectors. Prior to joining Sustainalytics, Anemarie was involved in the non-profit sector volunteering her time at charitable organizations and helping to organize various charitable events. Anemarie has a bachelor’s degree in Business Management from the University of Sheffield.
As a member of the quality team, Anna assesses research methods and processes with the aim to increase efficiency and enhance output quality.
Prior to joining Sustainalytics, Anna 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. Anna’s language skills include fluency in Hungarian, Romanian and English.
Anna is responsible for general administrative tasks and maintaining a safe and positive work environment for Sustainalytics’ Timisoara office. Before joining the company, she was the office manager at International Recycling Energy. Anna attended West University in Timisoara where she studied Tourism.
Annalisa conducts environmental, social and governance research on companies in the financials sector. She is a graduate of the London School of Economics where she earned a master’s degree in Environment and Development. Her dissertation focused on the influence of shareholders on corporate responsibility. Prior to joining Sustainalytics, Annalisa completed a diverse set of internships in corporate communications and in the development sector. She is also tri-lingual, speaking fluent German, English and Italian.
In his role, Antonio is responsible for managing operations France, and for directing business development and sales in Europe with a particular focus on institutional investors. He has played an integral part in building Sustainalytics’ brand in France, as well as in establishing research partnerships with local brokers and insurance firms. In 2010, Sustainalytics partnered with ODDO Securities to publish Sustainable Mobility: 100 Investment Ideas. Antonio’s hard work was recognized in the 2013 Independent Research in Responsible Investment (IRRI) Survey. He was voted among the top 10 client relations/salespeople for responsible investment and corporate governance research.
Prior to joining Sustainalytics, Antonio was the global sales manager of the socially responsible investment division of Vigeo, the Paris-based investment research firm. In addition to this role, Antonio was responsible for setting up global strategic partnerships. Prior to Vigeo, Antonio worked in London at EffiScience (acquired by BearingPoint in 2012), 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 French, Italian and English.
Arthur works with a variety of clients on the development and execution of their responsible investment policies and assists them in their use of Sustainalytics’ products and services. Prior to joining the advisory services team, Arthur was a research analyst for the financials sector. Arthur's previous research experience includes 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 focused 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.
Azadeh oversees the management of the North American client servicing team, which comprises of account managers based in Toronto and New York who support diverse North American investment professionals in developing and implementing responsible investment strategies, and in integrating Sustainalytics' suite of research products and services into their investment processes. As a member of Sustainalytics’ global advisory services management team, Azadeh contributes to operational and strategic planning and implementation of team goals.
Over the course of the last 6 years on the advisory team, she has managed various client-commissioned research projects that provided sustainability-focused market research and competitive intelligence, helping clients make informed decisions on how to proactively improve corporate sustainability performance. She has also managed and contributed to the development of various strategic partnerships with clients and industry-related non-profit organizations. Azadeh has contributed to the successful publication of several public and client-commissioned reports that explore responsible investment and ESG best practices. For instance, in 2014, in collaboration with Ceres, she co-authored Gaining Ground: Corporate Progress on the Ceres Roadmap for Sustainability. She has also contributed to Sustainalytics’ thought leadership publications, by authoring Complicity in the Congo: Investor Risks in the Minerals Supply Chain in 2010.
Prior to joining Sustainalytics, Azadeh worked for six years in the Canadian retail apparel and consumer goods industries in design and product development, purchasing, and production management. With this experience, she brings to her roles both academic and practical experience on supply chain management. She has a bachelor's degree in Fashion Design and Business from Ryerson University and a Master's degree in Business Administration from the Rotman School of Management (University of Toronto), where she majored in International Business and Global Management. In addition, she has a professional certification from the Greenhouse Gas Management Institute and was a certified Global Reporting Initiative (GRI) trainer.
Bianca conducts environmental, social and governance research with a focus on companies in the financials sector. Before joining Sustainalytics, Bianca was an EMS price analyst at Nokia. She holds a bachelor’s degree in Economics and International Business. She is currently pursuing her master’s degree in International Corporate Finance at the West University of Timisoara.
In addition to her client relations responsibilities, Blanca supports the global advisory services team’s development of responsible investment and corporate sustainability products and services. She is also part of the Global Compact Compliance Service team.
Prior to joining Sustainalytics, Blanca worked for Emaús Fundación Social Grupo where she conducted CSR analysis of subsidiaries of Spanish companies in emerging markets. Previously, she worked in Latin America as a CSR consultant at AxisRSE. Prior to this, she was a private sector officer at the United Nations Development Programme’s (UNDP) Chilean office, was involved in the development of the national Global Compact Network, and started her career at Schroders Investment Management.
Blanca has earned a master´s degree in International Cooperation, Decentralized International Cooperation: Peace and Development at University of the Basque Country and a bachelor's degree in Business and Administration at University of Navarra. She speaks fluent Spanish, English and French.
Bob joined Sustainalytics in 2007. In his present role he is responsible for managing the company’s executive team and working with the CEO to set the company’s strategic priorities. Prior to this role, he was the Director of Indices and oversaw the company’s flagship product, the Jantzi Social Index. He also helped to establish the company’s Sustainability Services team, which has grown to become one of the firm’s leading business lines.
Alongside his work at Sustainalytics, Bob sits on the board for Canadian Business for Social Responsibility (CBSR). He has worked with the organization for many years, helping corporate leaders improve their understanding of how corporate social responsibility performance is measured by ranking and rating organizations. Bob speaks regularly on the topics of responsible investing and ESG rating and analysis. He also sits on the advisory committee for York University’s Centre of Excellence in Responsible Business and the board of directors for the Sustainability Network.
Bob completed a Master of Arts in Economics at the University of Toronto and an Honours Bachelor of Arts in Economics at York University. In addition, he has an MBA specializing in sustainability and finance, from the Schulich School of Business at York University.
Bogdan manages a team of analysts conducting environmental, social and governance research across a variety of sectors. Before joining Sustainalytics, Bogdan worked as a project manager for Survey Sampling International, one of the leading sampling companies in the market research industry. He has also led customer service teams for Orange Romania and Bosch Communication Center. Bogdan studied Economics at the West University of Timisoara, Romania.
Cameron is responsible for researching, analyzing and rating the corporate governance policies and performance of publicly traded and private companies. He is also involved in preparing company ESG profiles for Sustainalytics’ online research platform. Prior to joining Sustainalytics, Cameron completed internships with the GIZ (German Society for International Cooperation), Avaaz.org and Springstar GmbH. Cameron co-authored the research paper “Intergenerational Sharing of Non-Renewable Resources: An Experimental Study Using Rawls’s Veil of Ignorance,” a Constitutional Economics Network working paper, published in January 2015. Cameron holds joint master’s degrees in History and Economics from the University of Glasgow and an M.Sc. in Environmental Governance from the Albert-Ludwigs-Universität Freiburg.
Carmen’s responsibilities include the maintenance of the Sustainalytics Global Platform as well as data extraction and analysis for the creation of client deliverables and reports. Prior to joining Sustainalytics, Carmen completed an administration internship at Sarena Consulting in London. She holds a Master of Science degree in Applied Econometrics and has a diploma in Economic Analysis.
Carolina provides contracting, commercial and legal support to Sustainalytics’ global operations. Her primary responsibility is drafting, analyzing and negotiating agreements, including client contract management. Prior to joining Sustainalytics, Carolina worked in the Netherlands as legal counsel, and as a program manager for waste-to-energy biomass production projects in Brazil and Bangladesh promoting sustainable development and encouraging a green and inclusive economy. Carolina obtained her law degree in Sao Paulo and is a qualified lawyer in Brazil. She holds a master’s degree in International Law from the University of Amsterdam.
As a member of the advisory services team Cassie conducts environmental, social and governance (ESG) research, providing support for various client projects. She previously completed an internship with Sustainalytics' research products team, where she was able to increase her understanding of the key ESG issues facing companies in the food sector. Cassie’s interest in responsible investment and CSR was sparked in university where she helped manage a student-run portfolio, becoming aware that many investment strategies do not consider risks attributed to ESG issues. Also during university Cassie completed a year-long exchange in Buenos Aires, Argentina working part-time as an English teacher. Her international experience also includes work and travel throughout the Americas, Western Europe and Australia. Cassie studied at the Sprott School of Business at Carleton University in Ottawa, Canada. She holds a degree in International Business, with a concentration in Finance, Investments and Banking and a minor in Economics.
Catalin is responsible for researching, analyzing and rating the corporate governance policies and performance of publicly traded and private companies. Before joining Sustainalytics, Catalin completed an internship with a major Romanian law firm where he conducted due diligence investigations and compliance analysis of companies in the renewable energy sector. Catalin holds a bachelor’s degree in International and European Law with a focus on international commercial law from The Hague University in the Netherlands.
Catalin develops data analysis solutions to support Sustainalytics’ data management processes. Prior to joining the company, Catalin was a teaching assistant in the Mathematics Department of the Politehnica University of Timisoara. There he taught linear algebra and probabilities, and statistics with applications in computer science. Catalin studied mathematics and holds a Ph.D., a M.Sc. and a B.Sc. from the West University of Timisoara, Romania.
Catalina is part of Sustainalytics Institutional Relations team, focusing on working closely with investors to support the development and implementation of their responsible investment strategies.
In 2016 Catalina transferred from London to Sydney to lead Sustainalytics business development activities in the region and work with Sustainalytics clients in Australia.
Prior to her relocation to Sydney, Catalina was active in building Sustainalytics’ presence in the UK, focused on business development and strategic client advisory services. In 2013 and 2014, Catalina was voted best client relations/sale person for responsible investment in the Independent Research in Responsible Investment (IRRI) Survey.
Before joining Sustainalytics, Catalina was program manager at the UK Sustainable Investment and Finance Association (UKSIF). She was responsible for the organization’s programs geared towards institutional investors. Catalina has been an active member of several responsible investment steering committees including the International Working Group of the US SIF and the Analyst Committee Group of UKSIF, and a founding member of the ‘Next Generation’ initiative a peer support network for individuals working in responsible investment in the UK.
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 speaks fluent English, Romanian and French, and has conversational skills in Spanish.
Cecilia is part of 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.
Clark analyzes the environmental, social and governance performance of companies in the financials sector. Prior to joining Sustainalytics, he developed a combination of academic understanding and practical experience working within the agricultural, oil and gas, mining and financial sectors. His previous experience includes project management, financial analysis and start-up development.
Clark holds a bachelor's degree in Business from the University of Alberta and a master's degree in Sustainable Development from HEC Paris.
In her role Claudia manages and mentors the team of analysts in Frankfurt. She is also the senior industry lead for the financials sector covering banks, financial services and insurance 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).
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.
Cristina conducts research on the key environmental, social and governance (ESG) and corporate governance incidents and events affecting companies in the chemical sector. She started at Sustainalytics as an intern, where she was involved in conducting general ESG research for companies across various sectors, as well as data project management. Before joining Sustainalytics, Cristina completed an internship in project and event management at the West University of Timisoara. She is currently working towards a Masters in Advertising and Sales Promotion from the same school.
Cristina researches, analyses and rates the environmental, social and governance (ESG) performance of publicly-traded and private companies across various sectors and prepares company reports for the Global Access client interface. Prior to joining Sustainalytics, Cristina worked in interior design, beauty sales and completed a six-month internship within a translation agency. Cristina studied Applied Modern Languages at the Faculty of Letters, History and Theology at the West University of Timisoara. She is fluent in English and French. She also completed the ECDL Certificate in 2012.
In her role, Cristina is involved in analyzing corporate governance performance and in the creation of governance-related company profiles and insights. Cristina joins Sustainalytics after 12 years in the Romanian banking sector where she worked as a corporate loan analyst and risk manager. Cristina holds a degree in Insurance, Banking and Financial Markets from the Academy of Economic Studies in Bucharest.
Dana conducts research on companies in the construction industry. She is also a member of Sustainalytics’ events team and quality management system team where she is in charge of updating analyst guidance and training manuals.
Prior to joining Sustainalytics, she worked as a project administrator for an infrastructure design and consulting company. She has also volunteered for national and international youth and student organizations, advocating for youth participation in public administration, student rights and equal educational opportunities.
Dana holds a MSc degree in Environmental Sciences and Policy from the Central European University in Budapest. Her master’s thesis focused on new sustainability reporting trends and their impact on the usefulness of ESG data for investors. Her language capabilities include fluent English and intermediate-level of French and Spanish.
Daniel analyses, designs and writes code to support the development and enhancement of Sustainalytics’ online business platforms. Prior to joining Sustainalytics, Daniel was a software developer with Tradeville, a capital markets investment services company. Daniel holds two master’s degrees from the Faculty of Mathematics and Computer Science, University of Bucharest. He specialized in Programming and Database as well as Fluid Mechanics and Solid Mechanics.
Daniela is responsible for general HR administration in Romania. Next to that, she oversees Sustainalytics’ office 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.
In her roles, Darragh is responsible for managing operations in the US, and for directing business development, sales, marketing, and client relations in North America. In 2012, Darragh voted best client relations/sale person for responsible investment and corporate governance research in the Independent Research in Responsible Investment (IRRI) Survey conducted by Thomson Reuters Extel.
Darragh has 15 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., a research firm specializing in environmental, social, and governance (ESG) research, analysis and index solutions. Darragh has over seven years of experience as an ESG analyst at both research and investment management firms. Outside of work, Darragh serves on the Board of Directors for US SIF (the Forum for Sustainable and Responsible Investment) and the US SIF Foundation, and served two years as co-chair of SIRAN, a working group of US SIF. In 2012, Darragh was named Best Salesperson for SRI / Corporate Governance research in the first-ever Independent Research in Responsible Investment (IRRI) Survey 2012, conducted by Thomson Reuters Extel and SRI-Connect.com.
Darragh graduated from the University of New Hampshire with a degree in Economics and International Affairs.
David is a junior analyst of the food sector team and researches companies operating in the food and consumer discretionary industries. He has also been involved in several cross-sector research projects related to corporate philanthropy, water consumption, and carbon emissions for the Sustainalytics research framework. Prior to joining Sustainalytics, David worked in the planning, design, and procurement of urban infrastructure, focused on roads and public transit. This included engineering consulting work as well as project coordination. David holds a Bachelor of Applied Science degree and a Master of Engineering degree from the University of Toronto.
As part of the information communications technology team, David is involved in the development and maintenance of the analyst side of Sustainalytics’ online research portal. Prior to joining Sustainalytics, David worked as a software developer in a variety of industries including, automotive, cloud computing and online gaming. David had a degree in Computer Science from the Politehnica University of Bucharest.
Davina assists various clients in the development and execution of their responsible investment policies and in integrating environmental, social and governance research into their investment processes. In addition, she assists clients in making full use of the products and services they receive. Prior to joining Sustainalytics Davina assisted the project management for a non-governmental organization focused on small-scale development projects. She also was involved in a payment for ecosystem services project of the UN Food and Agriculture Organization (FAO) in East Africa and interned at the International Fund for Animal Welfare (IFAW), and the public relations office of the regional Environmental Ministry of Baden Wuerttemberg (Germany).
As Sustainalytics’ global energy sector lead, Dayna is responsible for overseeing research, ensuring quality assurance and conducting best-of-sector analysis for energy companies. She has shared her knowledge and expertise in a number of reports and webinars focused on oil and gas development and its implications for investors. In 2012 and 2013, Dayna was named best Environmental and Social Analyst in the Independent Research in Responsible Investment (IRRI) Survey.
Prior to joining Sustainalytics, she developed a combination of academic understanding and practical experience working within the agricultural, forestry, mining and oil industries. Her previous experience spans corporate policy writing, environmental auditing and hydrogeology-focused consulting.
Dayna holds a bachelor's degree in Earth Surface Science from the University of Guelph and a master’s degree in Environment and Sustainability from the University of Western Ontario. She has conducted field work in Ontario, Alberta, Nunavut, the U.S. mid-west, St. Kitts and Nevis and Iceland.
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.
Diana is involved in Global Compact Compliance research and conducts research on company product involvement. 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 speaks fluent Italian.
Diana supports the Thematic Research Team in the generation of report templates, quantitative analysis and calculations. Prior to joining Sustainalytics, Diana worked as a global strategic data analyst for Nokia. She has a bachelor’s degree in Finance and Banking from the Faculty of Economics and Business Administration at the West University of Timisoara. She is currently completing a master’s degree in International Corporate Finance at the same faculty. She speaks fluent English, Spanish and French.
Diederik is the executive vice president of institutional relations at Sustainalytics. Over the past seven years Diederik has helped build 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. In 2013, Diederik transferred from Amsterdam to New York City. The move is in a response to the growing momentum of responsible investment in North America and reflects Sustainalytics' increased focus on client service and sales in this market.
Diederik is an accomplished speaker, is invited to speak at events and conferences across the globe and has contributed to numerous books, reports and articles on the topic of responsible investment. Prior to joining Sustainalytics, Diederik managed research projects at Nyenrode Business University. During this period Diederik contributed to multiple publications, 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.
Doina conducts research for the Global Compact Compliance Service and also provides support in the preparation of off-the-shelf and customised client deliverables. Prior to joining Sustainalytics, Doina completed an internship with an accounting company in Romania. Doina is currently in her third year of studies at the West University of Timisoara, Faculty of Economics and Business Administration, with a specialisation in finance and banking. She speaks fluent English, Spanish and Russian.
Dominic supports business development in the Asia-Pacific markets, helping investors determine which responsible investment solutions will best suite their goals. Previously, Dominic was part of the team at Ernst & Young, Climate Change and Sustainability Services. His work primarily revolved around advising sustainability reporting and assurance as well as Green Growth research and analysis. Dominic holds a Bachelor of Accountancy degree from Singapore Management University. He is fluent in Mandarin Chinese and English.
Doug is responsible for the production of investor-oriented research on a wide range of thematic topics.
Before joining Sustainalytics, Doug most recently worked at Corporate Knights Capital where he headed the company's research division and oversaw the construction of the world's first suite of sustainable smart beta equity indices. Prior to this he worked for ICF International, where he consulted for the Inter-American Development Bank, The Blackstone Group, and the International Finance Corporation. He also worked for Innovest, where he helped develop a long/short carbon derivative product and a carbon tilted corporate bond index. Doug is a member of the United Nation’s International Standards of Accounting and Reporting (ISAR) Group of Experts on Sustainability Reporting, and the Association of Chartered Certified Accountants (ACCA) Global Forum for Sustainability.
Among his notable achievements, Doug was the lead author of the 2006 Global FT500 Carbon Disclosure Project (CDP) Report. Working in collaboration with Aviva Investors and the Sustainable Stock Exchanges initiative, in 2012 he authored Corporate Knights Capital's inaugural study of global sustainability disclosure trends across the world's stock exchanges, as well as subsequent update reports in 2013 and 2014. Doug has an MBA and Master of Arts from the University of Toronto, and a bachelor’s degree from the University of British Columbia.
Elena conducts research on corporate governance policies and trends across various sectors. Prior to joining Sustainalytics, Elena was a journalist in Romania covering both local and international financial issues. Elena holds a master’s degree in Public Relations from the National School of Political Studies and Public Administration. She also holds a bachelor’s degree in Communication Studies from Bucharest University and one in Administrative Sciences from Bucharest Academy of Economic Studies.
As a member of the finance team, Eleonora supports administrative activities in both the Romanian and Canadian offices. Prior to joining Sustainalytics, Eleonora worked as an economist at a mobile company and at a leather producer in Romania. She has also worked in finance and accounting for a multinational outsourcing company. Eleonora is a graduate of West University of Timisoara where she studied Finance and Banks.
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.
Enrico conducts ESG research and analysis of companies in the transportation industry. Before joining Sustainalytics, he worked at his family’s tax consulting firm, completed a summer internship with the EU’s “Leonardo da Vinci” programme in the UK, and spent an exchange semester studying in Shanghai, China. Enrico holds a bachelor’s degree in Business Administration and Management from Bocconi University in Milan, and has a master’s degree in Strategic Management from the Rotterdam School of Management, Erasmus University. Enrico speaks fluent Italian and English.
As director of the European research team, Esther is responsible for managing a team of analysts and coordinating research. She is involved in maintaining the quality of various research products including the Country Risk Monitor, the Alert Service and the Sustainalytics Global Platform, and she contributes to product innovations. In addition, Esther is a member of Sustainalytics’ global account management task force which aims to add value for clients. Esther represents Sustainalytics at various conferences and speaks regularly on the topics of responsible investment, particularly in the areas of commodities and the food and beverage sectors. She is also part of the Principles for Responsible Investment's fixed income working group.
Prior to working for Sustainalytics, Esther worked as a sustainability analyst for Triodos Bank where she analyzed environmental, social and governance information for the bank’s socially responsible investment funds. As a volunteer in Ecuador, Esther contributed to a small non-governmental organization that educated local communities about sustainable agriculture and deforestation. Prior to that, she worked in the global environmental services department at PriceWaterhouseCoopers developing an environmental costs scan.
Esther studied Environmental Economics and Rural Development Studies at the University of Wageningen. She holds a bachelor’s degree in Rural Development Studies and a master’s degree in Environmental Economics.
Farnam leads Sustainalytics' Sustainability Bond offering in Europe, providing second opinions on green, sustainability and social bonds and helping issuers bring credible and robust bonds to the market. Farnam also manages Sustainalytics’ Global Compact Compliance Service and Engagement Support Services.
Prior to joining Sustainalytics, Farnam worked in strategic consulting and political risk management in Iran. She 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. Farnam is a graduate of the University of Toronto, where she completed an Honours Bachelor degree in International Relations and Peace and Conflict Studies. She has also obtained a certificate in International Human Rights Law from the London School of Economics. Farnam speaks 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 both English and French.
Florian’s primary responsibility is to build and oversee a team that effectively delivers high quality research for our investors. His responsibility also extends to contributing to the development of highly structured and consistent research processes and the implementation of quality monitoring and control tools. Prior to joining Sustainalytics, Florian worked in the business process outsourcing industry and has experience in managing cross-cultural teams and customers. Florian studied Social Communications and Public Relations at West University Timisara and holds a master’s degree in Public Relations.
As team leader, Florin oversees the development of the analyst interface of Sustainalytics’ research portal. He was previously a .NET Lead Developer and has experience using .NET, SQL, Visual Studio and C#. Florin holds a degree in Computer Science from Universitatea Timisoara.
Fredrik supports the advisory services team with the completion of client requests. Prior to joining Sustainalytics, Fredrik completed internships with Friedrich Luerssen Werft, a German shipyard, The New York Times Company in the US and Robeco in the Netherlands. Fredrik holds a bachelor’s degree from EBC Hochschule in International Management. He also holds a master’s degree in Financial Management from Nyenrode Business Universiteit in the Netherlands.
Gary leads the development of an expanded suite of corporate governance research and data products at Sustainalytics. This enhanced coverage is designed to complement and integrate with the firm’s existing suite of responsible investment research solutions.
As the former managing director and head of research at GMI Ratings, Gary brings specialised expertise and experience that will help Sustainalytics build out a team dedicated to corporate governance issues and enhance its overall ratings and research. At GMI, Gary oversaw ESG data operations, research, and thought leadership. He joined GMI following more than seven years at Institutional Shareholder Services (ISS) where he served as an executive director and senior governance research analyst focusing on executive compensation analysis and governance ratings. Prior to this, he managed a team of researchers with Watson Wyatt, overseeing methodology, technology and client delivery components of benefits valuation and benchmarking. Gary has a Ph.D. from Princeton University and a CFA designation.
Greta’s primary role is on the client relations team where she assists investor clients with integrating environmental, social, and governance (ESG) research into their responsible investment strategies. She also assists in the execution of various responsible investment projects for investor clients. 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 has also obtained a Certificate in Sustainability Management from Ryerson University.
Gwendolyn is responsible for the day-to-day operations of Sustainalytics’ Toronto office. She also provides occasional support to the human resource and finance teams. Prior to joining Sustainalytics, Gwen spent 14 year at the Brick Warehouse LP, a Canadian furniture retailer, in various operations management roles. She has an extensive background in customer service and office management, and has experience with human resources and employee hiring, training and evaluation. Gwen earned a bachelor’s degree in Sociology from Wilfrid Laurier University.
Hans-Ulrich has over 15 years of experience in the field of environmental, social and governance (ESG) research. He joined one of the founding organisations of Sustainalytics in 2001, first as an analyst and then as a senior analyst. He assumed the role of Global Director, Research Products in 2009. He currently manages Sustainalytics' research team globally and is a member of Sustainalytics’ executive team. During his tenure, Hans-Ulrich has played a key role in the development of the firm’s global research platform and in establishing Sustainalytics as a leading global player in the ESG arena.
His current responsibilities include overseeing Sustainalytics’ ESG company research, related product innovation, and selected strategic internal and client projects. Furthermore, he established a major in-house research unit in Romania and integrated the company’s Asian-focused research out of Singapore and South Korea. Hans-Ulrich has extensive market experience and an in-depth knowledge of research and data management processes.
Prior to joining Sustainalytics, Hans-Ulrich worked for 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’s degree in Environmental and Resource Economics from University College London. Moreover, he successfully passed level 2 of the CFA program.
Hazel is sector manager for the healthcare and chemicals sector, and specializes in pharmaceuticals. Besides her management responsibilities Hazel is involved in conducting research and analysis of high profile companies within the sector and has co-authored Sustainalytics’ industry reports on the industry. She was also the lead analyst for the Access to Medicines Index.
Prior to joining Sustainalytics, she worked for various non-governmental organizations in the Netherlands and abroad, in the fields of development cooperation, human rights, and corporate responsibility. 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. She has also completed a finance course at the London School of Economics.
Heather is responsible for global client service and account management. She has recently relocated to Sustainalytics’ Amsterdam office from Toronto to assist European clients in integrating ESG research into their investment processes. Heather has worked at Sustainalytics since 2004 and has held director positions on both the research and institutional relations teams. She represents Sustainalytics at various conferences and speaks regularly on a variety of responsible investment topics.
Prior to joining the company, Heather worked as a corporate social responsibility consultant and a human rights worker. Her passion for improving human rights through responsible investment continued in her work on labour relations and supply chain management.
Committed to the promotion of responsible investment in North America, Heather sat on the executive committee of the board of directors for Canada’s Responsible Investment Association (RIA) and the steering committee of the Social Investment Research Analyst Network (SIRAN) for many years. 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.
Hendrik manages Sustainalytics’ business activities in the German-speaking regions of Europe including Austria and parts of Switzerland. He is also the head of Sustainalytics’ global thematic research team which produces in-depth sector reports detailing ESG risks and opportunities, as well as thought leadership pieces on sustainable and responsible investing. In 2015, the sector report Banks – Like a Phoenix from the Ashes, produced by the thematic research team, was highly commended by the judging panel of the 2014/2015 Farsight Award. In the 2014 Extel/IRRI Survey, Hendrik was voted as the no. 2 “Best SRI Analyst.”
Hendrik is the co-chair of the DVFA’s (an investment professionals association in Germany) committee on non-financials and is a member of the European Federation of Financial Analyst Society’s commission on ESG. Hendrik is also a member of the Delphi Project’s Metrics for ESG super-factors working group and of the advisory committee for the STOXX ESG index family. Prior affiliations include the PRI working group on ESG integration, the Technical Review Committee of the Global Initiative for Sustainability Ratings (GISR), and the Investor Testing Group of the IIRC. Hendrik was also involved in the development of the German Sustainability Code.
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).
Lee conducts environmental, social and governance research on companies in the industrials sector. In this role, Lee provides integrated analysis combining responsible investing and financial analysis, and regularly engages with investors and corporates regarding sustainability issues. He also contributes insights about responsible investing in Asia and is involved in the analysis of Korean companies across sectors.
Lee’s capital market experience includes work in equity research, quantitative finance, foreign direct investment and international trade in Ethiopia, France and Korea. He was responsible for the due diligence of each sector’s companies and projects as well as macro analysis and modelling. Additionally, he has analysed and provided consultation to start-ups on their ESG planning and performance for crowd-investments.
Lee received a Pascal scholarship from the French Government for his master’s studies in Economics and Financial Markets and Intermediaries at the Toulouse School of Economics (France). He also has a bachelor's degree in Economics from Yonsei University (Korea).
As part of the research product’s operations team, Ioana provides systems and support related to team planning. Prior to joining Sustainalytics, Ioana worked as a client service analyst at a multinational corporation. Ioana has a bachelor's degree in Foreign Languages (Italian and English) from Babes Bolyai University in Cluj Napoca and a master's degree in Communication and Mediation of Social Conflicts from the West University of Timisoara.
Ioana researches, analyses and rates the environmental, social and governance (ESG) performance of publicly-traded and private companies and prepares company reports for the Global Access client interface. Ioana studied Economics at the University of Birmingham and holds a master’s degree in the Administration of Business Organisations from the West University of Timisoara.
Irene is responsible for developing the frameworks for new and existing research offerings as well as managing the successful roll out of research related innovation projects. She is the former global lead analyst for the materials industry where she focused mainly on the steel and mining sectors. In this role she was responsible for identifying key risks for investors related to poor environmental management systems or strained community relations. She regularly engaged with mining companies, non-governmental organizations and local communities, and benchmarked 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. She also authored the 2011 report License to Operate: Free, Prior and Informed Consent and the Mining Sector. In addition, Irene wrote the chapter "Responsible Investment Case Studies" for the book Governance Ecosystems: CSR in the Latin American Mining Sector, which was published in 2011. In 2012, Irene was ranked one of the top three Environmental and Social Analysts in the Independent Research in Responsible Investment (IRRI) Survey.
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.
Irina conducts research and analysis, and provides ratings on the corporate governance policies and performance of publicly traded companies. Prior to joining Sustainalytics, Irina worked for a local environmental NGO in Ireland and completed internships with an architecture firm in Bucharest. Irina studied Urban Planning at the University of Architecture and Urban Planning in Bucharest. She also holds an M.Sc. in Environmental and Infrastructure planning from Groningen University, the Netherlands.
Irina is responsible for general office administration duties and supports the human resources team in personnel administration. Prior to joining Sustainalytics, Irina was an assistant manager at an automotive company in Romania. Irina has a master’s degree in Innovation and Entrepreneurship from Technical University Gheorghe Asachi of Iasi.
Iulia oversees various accounting and finance activities in Sustainalytics’ Timisoara office, including interoffice transactions, account reconciliation and payroll. Iulia has a bachelor’s degree in Accounting from West University in Timisoara, and has worked in the accounting field for over 12 years. Prior to joining Sustainalytics she held positions with Accenture in Italy, and Axela Construction and Albix General Construction in Romania.
Iulia conducts environmental, social and governance research on companies in the chemicals and packaging sector. Prior to joining Sustainalytics Iulia was a market analyst for the energy sector at DSM Royal N.V., where she helped devise a sustainable sourcing strategy. Iulia also worked as an assistant at Maastricht University, teaching quantitative methods for economics and business bachelor students.
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, where her studies focused on cartel formation and exclusionary practices.
As a user experience (UX) specialist, Iulian is actively involved in the design phase of new software solutions where he creates wireframes and contributes to defining the interaction of users with the software solution (user flows). He assures that the user experience principles are consistently incorporated among different software solutions and creates the HTML pages for the development team. The UX specialist works closely together with the graphic designer and business owners in the scoping phase and with the development team in the development phase. Prior to joining Sustainalytics, Iulian worked at a web development firm in Timisoara where he was responsible for implementing the front end of clients’ websites.
Iuliana is responsible for researching, analyzing and rating the corporate governance policies and performance of publicly traded and private companies. Iuliana holds a bachelor’s degree in Accounting and Informatics from the Faculty of Economic Studies in Bucharest.
James is involved in Sustainalytics’ information mining capacity project. He is responsible for integrating and developing training in select text-mining software. James initially joined Sustainalytics as a member of the research products team and completed a six-month internship working on an ESG risk project. James is currently completing his bachelor’s degree in Environmental Studies and Urban Sustainability at Ryerson University in Toronto.
Jassmine oversees the day-to-day operations and office management of the Sustainalytics’ New York and Boston offices. Prior to joining Sustainalytics, Jassmine was the operations manager at a global property management company. Jassmine studied Biochemistry and Botany at Lehman College.
Jean-François conduct environmental, social and governance research for companies in the financial sector. He comes to Sustainalytics with a diverse work background. He previously worked at Corporate Knights, where he contributed to environmental, social and governance reports, including the 2010 Best Corporate Citizens in Canada, Knights Schools and the Global 100 Most Sustainable Companies in the World. As part of an Environment Canada’s climate change project, Jean-François advised governments in Latin America on strategies to scale-up low-carbon housing and wrote reports on public-private partnerships and renewable energy financing. At the Canadian Urban Institute, he expanded a national LED streetlight program into the province of Québec.
Jean-François holds an Honours Business Administration degree from the Ivey Business School at Western University and spent an exchange term at the Rotterdam School of Management at Erasmus University in the Netherlands. He also holds the Canadian Securities Course (CSC) designation. Jean-François speaks fluent English, French and Spanish.
Jeremy Hammond joined Sustainalytics in March 2007 and has held various operating and financial roles within the company. He is presently Sustainalytics’ CFO with responsibility for its global finance function, including financial planning and reporting, capital strategies, risk assessment and review, budget management and other activities. He is a member of Sustainalytics’ executive team and is actively involved in strategic planning, board reporting and participation, and investor communications in collaboration with Sustainalytics’ CEO and President.
Prior to joining Sustainalytics, Jeremy operated an independent management consulting practice that developed, quantified and implemented in-depth business models and financial strategies for investor groups involved in a variety of mid-sized business ventures.
Jeremy is a former member of the board of directors of GreenSaver, a non-profit organization dedicated to environmental home energy efficiency. He holds a bachelor’s degree in Economics from Dartmouth College (New Hampshire, USA). He has lived in Canada, Bermuda and the United States.
Jeroen is responsible for the research and screening deliverables for several client accounts. In addition to his role as an account manager, he also leads global research projects on children’s rights and water management.
Prior to joining Sustainalytics, Jeroen worked for Oxfam Novib, focusing 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 study, he conducted field research on the labour conditions among small-scale tea growers in Tamil Nadu, India. Jeroen also completed a bachelor’s and master’s degree (cum laude) in International Development Studies at Wageningen University. For his final thesis, Jeroen conducted research on the production chain of quinoa on the Altiplano plains of Bolivia.
Joyel is involved in database and user interface development for Sustainalytics’ various online platforms. Prior to joining Sustainalytics, Joyel worked in software development with various companies in India, including Satyam Computer Services Ltd. (now part of Tech Mahindra Ltd.) and PIT Solutions. In September 2014 Joyel moved to Toronto and joined Blackstone Energy Services.
Joyel has as Bachelor of Science degree in Computer Science from St. Philomena College, Puttur, Dakshina Karnataka, India. He also holds a Master of Computer Application degree from the Karunya Institutes of Technology and Sciences in Coimbatore, India.
Juliette conducts research on the environmental, social and governance (ESG) performance of companies in the healthcare and chemicals sector and also contributes to client projects related to these industries. Prior to joining Sustainalytics, Juliette worked at a French start-up conducting extra-financial analysis on African and European companies operating in the oil and gas industry. She also contributed to the development of the rating framework used to evaluate companies across various themes (i.e., operations, health and safety, quality and other CSR-related areas). Juliette holds a master’s degree in International Business from Grenoble Graduate School of Business, as well as a degree in Applied Economics from the University of Lyon School of Management. Juliette is bilingual, with fluency in French and English.
Karin works with Sustainalytics’ Nordic and Dutch institutional investor clients to support their responsible investment strategies.
Prior to joining Sustainalytics Karin worked with anti-corruption due diligence reports as a member of Dow Jones’ risk and compliance department in Barcelona, Spain. In her role, Karin coordinated and supervised research on potentially corrupt companies, executives and politicians globally as well as supported clients and trained researchers. Parallel to her work at Dow Jones, Karin also provided freelance research for the book “The Real Issues of the Middle East and the Arab Spring: Addressing Research, Innovation and Entrepreneurship." Her input was mainly directed towards policy recommendations on information technology, innovation and entrepreneurship connected to education systems and labour markets to enhance youth employment and sustainable economic development.
Previously, Karin was a research assistant a FRIDE, a Madrid-based think tank, where she conducted research on the EU’s foreign policy. She also organized high-level international events for policy-makers and civil society representatives.
Karin holds a master’s degree in International Political Economy from the University of Warwick, UK, and a bachelor’s degree in Political Science from Lund University, Sweden. Karin also speaks five languages: Swedish, Danish, English, German and Spanish.
Kate is responsible for the management and operations of Sustainalytics’ Amsterdam office. She also provides assistance to the CEO. Prior to joining the company, Kate worked for five year at a Dutch utility company in various departments. More recently was an account manager for an IT security company. Kate studied Management, Economics and Law at the Hogeschool van Amsterdam. She has also received training in cross-cultural communications and various sales and presentation skills. Kate is fluent in Dutch and English.
Kate works with a variety of clients across Australia to develop and execute their responsible investment policies and assist them in their use of Sustainalytics’ products and services. Prior to joining Sustainalytics Kate worked on the carbon desk at Standard Bank Plc in London, originating and managing CDM emission reduction projects across Africa. She has also worked as a lawyer specializing in climate change and environmental law.
Kate holds Bachelor of Laws degree and Bachelor of Arts degree in International Studies with First Class Honors from the University of Technology, Sydney.
Kathryn manages various projects for Sustainalytics’ 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. She is also currently a judge for the Chartered Professional Accountants of Canada corporate reporting awards.
Prior to joining Sustainalytics, Kathryn 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 related to finance and environment at Labatt Canada. She has an honours bachelor degree in Environmental Studies from the University of Waterloo, where her studies focused on corporate sustainability.
Kenneth is the product manager for Sustainalytics’ Country Risk Monitor and is a specialist in the integration of ESG factors into sovereign fixed income investments. He has supported various institutional investor clients on the development and execution of their responsible investment policies on sovereign bonds. Kenneth’s current research focuses on understanding the links between countries’ ESG performances and their creditworthiness. He is also involved in the UNPRI working group on sovereign bonds. His other responsibilities include conducting environmental, social and governance (ESG) research of high profile companies within the energy industry.
Prior to joining Sustainalytics, Kenneth worked in the environmental policy analysis department at the Free University of Amsterdam where he analyzed international sustainability politics.Kenneth studied Public Administration and Economics at Roskilde University in Denmark, holds a master of science degree in Environment and Resource Management from the Free University of Amsterdam and a master’s degree in International Public Management and Policy from Erasmus University in Rotterdam. Kenneth is fluent in Danish, Dutch, Norwegian and English.
Kevin has over 15 years’ experience in the fields of responsible investment and corporate sustainability and has worked with a wide variety of asset owners and investment managers, helping them to incorporate ESG considerations into their investment policies, strategies and processes. He is an expert in the development of metrics and methods to evaluate sustainability performance and has led numerous projects involving the development of customized frameworks and metrics to measure ESG-related risk and impact. He has also played a key role in the development of the firm’s suite of services to responsible investors, ranging from engagement strategy development to ESG screening to PRI advisory services.
In addition to his work at Sustainalytics, Kevin is a part-time faculty member in the department of Peace and Conflict Studies at the University of Waterloo in Ontario, Canada, where he teaches in the area of business and human rights. He is a former director of the board of Canada’s Responsible Investment Association and of Oikocredit Canada, a microfinance organization, and he holds degrees from the University of Waterloo, the University of Toronto, and the University of Notre Dame.
Kiley supports Sustainalytics’ U.S. investment manager and asset owner clients, and is also involved in project-based work. Prior to joining Sustainalytics, Kiley completed internships at the UN-supported Principles for Responsible Investment on the investor engagement team and at Breckinridge Capital Advisors on the credit research team. While at the PRI, she contributed to the report “Model Guidance on Reporting ESG Information to Investors.” Kiley studied sustainability, business and economics at the University of Illinois in Urbana-Champaign. She completed a Masters in Sustainability Management at Columbia University in New York with a focus in sustainable finance.
As a member of the advisory services team, Kirsten supports clients to integrate Sustainalytics’ environment, social and governance research in the execution of their responsible investment strategies. Kirsten also manages and executes various responsible investment advisory projects and has supported the development of thematic content related to carbon risks and stranded carbon assets.
Prior to joining Sustainalytics, Kirsten worked for a certification standard in the voluntary carbon markets, where she oversaw the annual certification of greenhouse gas emission reduction projects and the commercialization of the resulting carbon credits. Kirsten has also contributed to market research projects conducting both primary and secondary research and analysis. Kirsten holds an honours bachelor degree in Commerce from Queen’s University.
Kyuwon is an Analyst on the media and telecommunications team in Toronto where she researches the environment, social, and governance practices and performance of companies worldwide. 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.
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. She 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.
Laurence Loubieres is the lead analyst for the food and beverage sector. In her previous roles at Sustainalytics, Laurence was a senior analyst specialized in the financials sector and most recently she was head of client account management activities in North America. In addition to her work at Sustainalytics, Laurence is a member of the Interfaith Center on Corporate Responsibility (ICCR) and is a member of the banking working group.
Prior to joining Sustainalytics, Laurence was a responsible investment analyst for seven years at Meeschaert Gestion Privée, the largest independent private banking firm in France. Laurence graduated from the Ecole Supérieure des Sciences Economiques et Commerciales (ESSEC) in Paris. Laurence co-authored a book on sustainable development (Notre mode de vie est-il durable: nouvel horizon de la responsabilité, Karthala, Paris, 2006) and a book about the reform of the financial system (20 propositions pour réformer le capitalisme, Flammarion, Paris, 2012).
Lavinia conducts environmental, social and governance research and analysis of companies in the transportation industry. During her time at Sustainalytics she has also researched companies in the diversified financials, insurance and real estate sectors, and has contributed to industry reports on these sectors.
Prior to joining Sustainalytics, Lavinia worked for more than three years as a loan administrator at Transilvania Bank in Timisoara. She holds a bachelor’s degree in Economics and an MBA 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 being awarded an Erasmus scholarship. Lavinia speaks fluent Romanian, English and Italian having worked and studied in these three languages.
Lavinia’s responsibilities include conducting environmental, social and governance research of companies in the financials sector, with a special focus on banks and diversified financials from emerging markets.
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. She is currently completing her PhD, which is focused on the analysis of the performance of international companies, including sustainability analysis.
Lidija currently conducts environmental, social and governance research and analysis of companies in the food industry. In her analyst role she has covered various sectors including textiles, apparel and luxury goods. Lidija also provides support on client projects and is responsible for hiring and training interns in the Frankfurt office.
Before joining Sustainalytics, Lidija worked for six year in private banking for a large German bank, gaining valuable insight into the financial sector. Her experience in sustainability includes work at a corporate social responsibility consultancy company.
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. She speaks German, English, and Croatian.
Lili assess the environmental, social and governance performance of companies in the healthcare and chemical sectors. She also provides analysis for client-specific research projects. Her previous experiences include research within the healthcare sector as well as project development work related to agricultural and environmental development in Uganda. Lili has degrees in biology and environmental governance for sustainable development.
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.
Lucas conducts ESG research with a focus on the energy equipment and services industry. After interning for Sustainalytics in 2013, he spent a year in Germany as one of five Americans selected annually for the "U.S. Young Journalists" Fulbright Scholarship, where he covered the shale gas debate in Europe and the impacts of the Ukraine crisis on EU energy security. His research appeared in publications such as the Christian Science Monitor. Prior to joining Sustainalytics he worked at Ceres, an environmentally-conscious investor network, aiding shareholder resolution initiatives on sustainability reporting, hydraulic fracturing disclosure, and sustainable palm oil sourcing. He also worked for the National Public Radio program “On Point with Tom Ashbrook” and helped launch a socially responsible apparel manufacturer. Lucas holds a Bachelor degree in Journalism from Northeastern University in Boston. He speaks English and German.
Luciana manages the new QA team, with the focus on ensuring quality prior to delivery into production. From July 2013, she was responsible for testing and quality assurance of Sustainalytics’ Global Platform application. Prior to joining Sustainalytics she worked for eight years at berg COMPUTERS as a software tester and senior consultant. Luciana has a degree in history from the West University of Timisoara in Romania.
Luke is primarily responsible for conducting environmental, social and governance research and analysis of companies in the energy sector. In addition, he supports the energy team with client projects. Prior to joining Sustainalytics Luke worked as a sustainability coordinator for municipal governments in Ontario, Canada.
Luke completed a master’s program in Strategic Leadership towards Sustainability at Blekinge Institute of Technology in Sweden and a bachelor’s degree in Engineering at McMaster University in Canada. Luke is bilingual speaking both English and French.
Madere edits and reviews publications for Sustainalytics and coaches analysts in writing skills, providing training on format and stylistic guidelines. She also manages the production of the Sector Update Reports.
Prior to joining Sustainalytics, Madere recruited, trained and provided guidance for volunteer moderators for a non-profit network of online rare disease patient communities. Madere has also taught English literature as well as expository writing at all levels from elementary school through college. She has an M.A. from Princeton University and a B.A. from the University of California at Berkeley.
Manuela is responsible for researching, analyzing and rating the corporate governance policies and performance of publicly traded and private companies. She holds a bachelor’s degree in Marketing and a master’s degree in Finance with a focus on Capital Markets from the Faculty of Economic Studies in Bucharest.
As part of the client relations team, Margaret assists clients in implementing responsible investment strategies, and in integrating Sustainalytics' environmental, social and governance research into their investment processes. 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.
Maria Luiza is the lead analyst for the industrials sector. In her role she is responsible for conducting research across several peer groups including electrical equipment and industrial conglomerates. Her previous experience includes research on pension funds and investment strategies. In addition to her research duties, Luiza also coordinates the internship program in Sustainalytics' Timisoara office.
Maria Luiza received her bachelor’s degree in Finance and Banking from the West University of Timisoara in 2009 and her master’s degree in 2011, from the same university. She is currently completing her PHD, which is focused on the responsible investment strategies of private pension funds.
Marina support Sustainalytics CFO, providing company-wide budget management coordination and decision-making support. She holds a bachelor’s degree in Economics and Business from the Ben-Gurion University of the Negev in Israel. Prior to joining Sustainalytics, Marina was a financial analyst at ORMAT Technologies. She has extensive experience in financial analysis, budgeting, reporting, modelling and management.
In her role on the advisory services team, Marion has worked with investor, corporate, and non-profit clients since 2010, helping them better understand and manage financial and reputational risks. In 2015, Marion’s responsibilities included project management of the Access to Nutrition Index (ATNI), a global study rating the world’s largest 22 food and beverage companies on their nutrition-related commitments, performance, and disclosure.
In addition, as a member of the Sustainability Bonds team, she provides second opinions on sustainability/green bonds and works closely with issuers, helping to bring their bonds to market. Marion also works with global companies benchmarking their sustainability performance against peers and internationally recognized norms, and she has provided Sustainability Intelligence in the IT, retail, energy, and transportation sectors.
Marion 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 in Madrid, Spain.
As Director of the ICT Team, Martijn is distinctly focused on innovating processes and products. In this role, Martijn coordinates and translates ideas and proposals for enhancements to Sustainalytics' Global Platform 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.
Matthew analyzes the environmental, social and governance (ESG) performance of companies in the media and communications sectors. He has also conducted ESG research for companies in the information technology and aerospace and defence sectors. Since joining the firm in 2009, he has contributed to thematic research reports related to the ESG risks facing companies and investors, including Regulating Conflict Minerals: Unpacking Section 1502 of Dodd-Frank. Moreover, he has employed his expertise in working with companies to assess greenhouse gas (GHG) management practices and to provide them with information that allows them to improve their GHG management practices and manage related risks.
Prior to joining Sustainalytics, Matthew managed projects to develop company GHG inventories and implement carbon footprint calculation and reduction initiatives. He has a master’s degree in Environmental Studies from York University’s Faculty of Environmental Studies, where he concentrated on business and sustainability strategies. Matthew also holds a bachelor’s degree in Environmental Studies and Geography from the University of Winnipeg.
Matthew works with U.S. investment professionals in the development and execution of their responsible investment strategies. Before joining Sustainalytics, Matthew was a manager at Business for Social Responsibility (BSR), a global sustainability consultancy, advising businesses on integrating sustainability into their company strategies. He has also worked in finance in both investment management and corporate finance roles at Hall Capital Partners and Hewlett-Packard, respectively. Matthew completed a bilingual MBA at IESE Business School (Spanish and English) and received bachelor degrees in Finance and Economics from Santa Clara University.
Max is responsible for developing Sustainalytics’ institutional relationships in Canada, helping prospective clients determine the responsible investment solutions that best fit their needs. He brings to this role an understanding of the dynamics involved in developing a responsible investment program and speaks regularly on the topic of sustainable and responsible investing. 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. Prior to joining the institutional relations team, Max was a director on Sustainalytics advisory services team when he assisted global clients in integrating Sustainalytics’ research within their investment processes.
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 also 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 helps guide global marketing activities with a particular focus on North America. She is responsible for developing and editing key marketing materials, including the corporate newsletter, thematic reports, and website copy. She also plays a role in the creation and execution of the firm's media relations, content marketing and social media strategies as well as the organization and promotion of online and live events.
Melissa comes to Sustainalytics with several years of communications experience in the non-profit and cultural sectors. Prior to joining the firm she was responsible for communications and public relations at a Toronto-based charity and completed a public relations internship with the Royal Ontario Museum.
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.
Melissa is involved in the research and analysis of the environmental, social and governance (ESG) performance of technology, media and telecommunications companies. Prior to joining Sustainalytics, Melissa conducted graduate research on sustainability reporting and disclosure practices at public companies. She also worked as a research teaching assistant at the University of Waterloo, in addition to roles in professional services, hospital risk management and governance research. Melissa holds a Bachelor of Arts in Philosophy, Ethics, Society and Law, and Environmental Studies from the University of Toronto. She also holds a Master of Environmental Studies in Sustainability Management from the School of Environment, Enterprise and Development at the University of Waterloo. She is the co-author of the policy brief “Assessing the Governance Practices of Sustainability Reporting,” published in January 2016 by the Centre for International Governance Innovation.
Menglan (Mela) is supports the data team in its daily operations by taking on a variety of data analysis tasks and processing ad-hoc requests from internal clients. Mela has studied Financial Analysis and Risk Management at the University of Waterloo. She holds a PRM certificate and is a candidate for CFA level 2. She completed a bachelor's degree in Mathematics.
During the course of this internship, Michael will support client service activities as well as the execution of client-focused projects. Prior to joining Sustainalytics, Michael worked in sustainability management consulting in both the public and private sectors. Michael studied at Dalhousie University and the University of Ottawa. He holds an MBA and an undergraduate degree in Geography.
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.
Over the years Michael and his team have been recognized for their research excellence and for being champions of sustainable and responsible investment globally. In 2006, Jantzi Research won the 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 (now the Responsible Investment Association) in recognition of his contributions to the Canadian sustainable and responsible investment market thorough leadership, initiative, collaboration and innovation. Sustainalytics was also internationally recognized in 2012, 2013 and 2014 as the best independent responsible investment research firm in the Independent Research in Responsible Investment (IRRI) survey conducted by Extel and SRI-CONNECT.
Michael mentors social entrepreneurs through his involvement in the Ashoka Support Network. He also chairs 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.
Mike Musuraca is managing director of Blue Wolf Capital Management, and Blue Wolf Capital Fund II, L.P. and Blue Wolf Capital Fund III, L.P., private equity funds, which specialize in control investments in middle-market companies in which managing relationships with government or labor, or resolving financial or operational distress, are critical to building value. 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 oversees the management and daily operations of Sustainalytics’ Singapore office. In addition she provides regional support to the IT and finance teams. She joined 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 interest 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).
As part of the ICT team, Mihai support the development of Sustainalytics’ integrated client interface Global Access. Mihai has 10 years of software development experience. He has studied at the Polytechnic University of Bucharest, Faculty of Automatic Control and Computer Science, and at the Faculty of Mathematics and Computer Science.
As a member of the information and communications technology team, Mihai is involved in maintaining existing programs, 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. He joined Sustainalytics as part of the Share Dimension software development team (acquired by the firm in 2012).
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 is responsible for identifying and analyzing material corporate governance incidents in the food, healthcare and chemicals, extractives and industrials sectors. Mihai holds a master’s degree in Political Science from the Nice Sophia Antipolis University in France. He speaks fluent English and French.
Monica joins Sustainalytics as a member of the research products team and is focused on noting material corporate events and controversies related to environmental, social and governance issues within the financials sector. Prior to joining Sustainalytics Monica worked in a brokerage and financial services firm in London.
Monica holds a master’s degree in Business Administration from the Bucharest Academy of Economic Studies. In addition to her native Romanian, Monica is fluent in French.
Monica conducts research on material corporate events and controversies related to environmental, social and governance issues. Before joining Sustainalytics Monica worked in business development for KPMG Romania and as an inspector at the National Institute of Statistics. She holds master’s degree in Accounting and Informatics Systems Integrated in Corporations from West University of Timisoara.
As part of the data team, Nina is involved in data analysis employing data mining and statistical techniques. Prior to joining Sustainalytics, Nina worked as an accountant and as a statistical analyst. She holds a bachelor’s degree in Mathematics and Computer Science and two master’s degrees — one in Applied Statistics and Informatics and the other in Informatics Applied in Science, Technology and Economy. Nina speaks fluent English and French, in addition to her native Romanian.
Ninoslav conducts environmental, social and governance research for companies across a variety of sectors. Prior to joining Sustainalytics, Nicoslav studied Political Science at the West University of Timisoara and holds a master’s degree in Comparative European Studies. He is currently pursuing a PhD at the same faculty.
Norbert supports the development and implementation of Sustainalytics’ various online business platforms. Before joining Sustainalytics, Norbert was an application cluster manager for .Net technologies at Softcon IT Services. Prior to this he was a customer business advocate at Alcatel-Lucent. Norbert holds a bachelor’s degree from Politehnica University of Timisoara.
As executive vice president of the human resources, legal and operations team Nynke drives and manages recruitment and hiring; training and development; HR policy and strategy innovation; and corporate culture. She is also oversees legal and contracting issues and office operations globally across 10 countries and six time zones. Before joining Sustainalytics, Nynke worked as an HR management consultant and held various management roles in the field of training and education. Nynke managed the master’s 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 an MBA from Nyenrode Business University.
Oana conducts researches and analyses the environmental, social and governance performance of companies in the construction sector. Prior to joining Sustainalytics, Oana worked in the communication field as a copywriter and a content writer, and she remains an active collaborator with the Timisoara National Theatre. She studied Communications and Public Relations at Politehnica University of Timisoara and specialised in training of trainers programs. In addition to English, Oana is fluent in Spanish.
In her role, Oana addresses various contract and legal issues across Sustainalytics’ global operations. Oana has worked as a legal adviser at various companies including KPMG Romania, Carpatair, and UPC Romania. She holds a law degree from West University in Timisoara.
Ovidiu is responsible for researching corporate governance trends, as well as analyzing and rating company-wide corporate governance frameworks and policies. Prior to joining Sustainalytics, Ovidiu worked as an analyst at The Smart Cube conducting market analysis across a wide variety of sectors and competitor benchmarking studies. Ovidiu studied at West University in Timisoara, where he obtained a bachelor’s degree in Economics (focused on Tourism, Commerce and Services), and two master’s degrees, one in European Studies and International Relations and the other in Auditing and Financial Management of EU Funds.
As a member of the events team, Ovidiu is responsible with identifying and analysing environmental, social, and governance (ESG) incidents with a main focus on companies in the energy and utilities sector. Prior to joining Sustainalytics Ovidiu worked as an outdoor manager for an advertising company in Timisoara. He holds a bachelor’s degree in Environmental Science from the West University of Timisoara and is currently studying Geographical Information Systems (GIS) as part of a master’s programme at the same university. During his studies, Ovidiu also spent one semester at the Utrecht University Faculty of Geo-Sciences in the Netherlands and he speaks fluent English.
Paulina is a sector specialist for the health care industry. In addition to her research role, she is also involved in account management tasks for major clients in the Netherlands. Her focus areas are the integration of environmental, social and governance issues in the investment process by means of company screenings and providing support with clients’ responsible investment portfolios.Prior to joining Sustainalytics, Paulina completed various internships in the fields of marketing management and human resource management, including a management consulting traineeship with Atos Origin. She holds master’s degrees in Business Administration and International and European Law from Erasmus University and Utrecht University, respectively. Her studies focused on sustainable development from a multi-stakeholder perspective and public international law, with an emphasis on environmental and human rights law. Paulina is fluent in English, Dutch and Bulgarian.
Peili conducts research and provides analysis of the environmental, social and governance (ESG) performance of companies in the IT sector. Prior to joining Sustainalytics Peili worked as a research assistant at Nanyang Technological University and as a sustainability intern at the Earth Observatory of Singapore. She studied at the London School of Economics and Political Science and holds a M.Sc. in Environmental Policy and Regulation. Peili also holds a bachelor’s degree in Sociology from Nanyang Technological University, Singapore.
As a Director of Research Products, Rachel is responsible for the delivery of high quality research and ESG ratings.
Rachel began her Sustainalytics career in 2007 as an analyst and went on to spend five years in human resources, where she was responsible for recruitment and hiring, training and development, and supporting high-performance global teams. She then took on a portfolio of strategic projects, including sustainability operations and culture initiatives, before becoming a Director of Research Products. 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.
Radu oversees a team of software developers in the production and maintenance of Sustainalytics’ various web-based product and service offerings. He liaises with the software architects and translates development requirements into tasks for the team. Radu earned a Dipl.Ing degree in Systems and Computer Engineering, an M.Sc. degree in Automatic Systems and a Ph.D. in Systems Engineering from the Politehnica University Timisoara
Ramona conducts environmental, social and governance research with a focus on the financials sector. Prior to joining Sustainalytics, Ramona completed a number of internships with banks and auditing firms. She is currently studying International Corporate Finance at the Faculty of Economics and Business Administration, Timisoara. She earned a bachelor’s degree in Finance and Banking from the same school. Ramona speaks fluent English, Spanish and French.
Razvan is responsible for collecting, analyzing and preparing data from external sources and third-party data providers. He previously worked as a procurement analyst and market research data analyst. Razvan holds a bachelor’s degree in Management from West University of Timisoara.
Razvan researches, analyzes and rates the environmental, social and governance performance of publicly traded companies across various industries. Additionally, he provides support for one-off and recurring research projects. Prior to joining Sustainalytics, Razvan worked at the Romanian Airport Services as a handling agent and later as an operations shift leader. He studied Finance, Insurance, Banking and Stock Exchanges at the Academy of Economic Studies in Bucharest. He holds a bachelor’s degree in Economics.
Rebeca researches, analyses and rates the environmental, social and governance (ESG) performance of publicly-traded and private companies across various industries and prepares company reports for the Global Access client interface. Prior to joining Sustainalytics, Rebeca completed an internship within the financial department of an automotive parts company. She earned a degree in Finance and Banking from the Faculty of Economics and Business Administration of Timisoara. She is currently completing a master’s degree in Informational Systems for Businesses. Rebeca has fluency in English and French.
Reginald conducts sustainability research of companies within the information technology sector and also specializes in cross-sector corporate governance and climate change topics. He is active in Sustainalytics’ methodology review and development, and is one of the company statisticians. In addition, he is a liaison officer with the Global Reporting Initiative.
Previously, Reginald was a CSR strategist and financial reporter at ABN Amro Bank, where he coordinated and produced award-winning reports. He also worked for three years in consulting and reinsurance, where he gained experience in risk management and M&A. In addition, he spent a year as a university lecturer and completed an internship at the United Nations.
Reginald studied economics at the University of Sussex (UK) and earned a master's degree in Applied Economics and Cognitive Psychology from the University of Amsterdam (Netherlands). Since working at Sustainalytics, he has obtained an additional master’s degree in Competition and Company Law. Reginald speaks Dutch, Japanese, Swedish and French.
Remco assists clients in the use of Sustainalytics’ products and in integrating environmental, social and governance (ESG) data and analysis into their investment processes. Prior to this role, Remco was an analyst intern with Sustainalytics and winner of the Sustainalytics-Schoemaker Student Competition. During his internship Remco conducted corporate ESG research, with a focus on the area of business and human rights.
Prior to joining Sustainalytics, Remco completed an internship for the Dutch representation at the Council of Europe. Recently, he worked as a student assistant for a professor researching minority and fundamental rights protection. Remco has studied at the Erasmus University Rotterdam and holds a Master of Science degree in Economics and Business. He is currently completing an LL.M. in International and European Public Law.
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 masters of science degree in International Economics and Economic Policy from Johann Wolfgang Goethe University in Germany. Roxana speaks fluent German and English.
Roxana is involved in developing software features to enhance Sustainalytics’ various research and advisory product offerings. For the past seven years, Roxana applied her software development skills in the printing and automotive industries. She completed her academic studies at Politehnica University of Timisoara and holds a master’s degree in Automated Systems and a bachelor’s degree in Computer Science. She also attended university courses at the Politehnica University – Faculty of Informatics in Madrid, Spain, as an Erasmus student. Her programming language skill set includes C#, XNA framework, Entity framework, relational databases, SQL, and TCP/IP protocols among others.
Roxana works with internal clients, communicating and translating business requirements into workflow diagrams and scoping documents to support the technological aspects of Sustainalytics’ product development. Before joining Sustainalytics, Roxana worked as an account manager in the ICT industry, focusing on enterprise resource planning and customer relationship management solutions, as well as digital business. Roxana earned a bachelor’s degree in Electrical and Computer Science from the University of Polytechnics of Bucharest and is certified as a trainer and entrepreneur.
Rushdi is involved in designing and optimizing processes, and researching and developing products based on machine learning and natural language processing techniques. Prior to joining Sustainalytics Rushdi worked as a computational linguistics researcher and developer at Western University. He was also an instructor at Cisco where he taught CCNA certification curriculum. He holds a Ph.D. in Computer Science from Western University. He also has a master’s degree in Information Technology and has extensive knowledge of Java, Weka, and R.
Samantha oversees the global management of Sustainalytics’ presence at industry events. Her responsibilities include strategic planning and operational management of conferences, tradeshows and sponsorship. She has been in the industry for more than 10 years as an events and marketing manager with experience in the corporate and non-profit sectors helping organizations increase their visibility within their markets.
Samantha earned a degree in International Studies, with concentrations in Business and Mathematics from Virginia Tech.
Since 2006, Sarah has worked in the area of environmental, social and governance (ESG) research, first as an analyst working on customized client projects and deliverables, then moving into a client relations role. Focused primarily on the U.S. market, Sarah helps prospective clients identify their ESG research needs and find the responsible investment solution that suits them best. 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 also speaks regularly on the topics of responsible investing and ESG investing at conferences.
Prior to joining Sustainalytics Sarah worked for an English as a second language teaching program in South Korea and studied gender equality and its relations to sustainable development in Mexico. Sarah has a Bachelor of Arts degree in Political Science and International Development from Wilfrid Laurier University in Ontario.
Sharon provides administrative and executive support to Sustainalytics’ executive team. She is also oversees bookkeeping and day to day financial operations for the Toronto office. Sharon’s background includes work in brokerage firms, institutional sales, mutual funds and hedge funds.
Sheila manages the Sustainalytics ratings product, ensuring the integrity of Sustainalytics’ ESG ratings and maintaining robust research processes and methodologies. She also oversees the alerts service. Prior to assuming this role, she wasthe lead analyst for North American banks and diversified financial companies and conducts thematic research on environmental, social and governance issues in the financial industry. In 2012, she authored Avoiding the Land Grab: Responsible Farmland Investing in Developing Nations as part of Sustainalytics’ publications series. She also coordinates the production and release of Sustainalytics’ Alerts Service products, and is part of Sustainalytics’ product innovation team.
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 business 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 and Filipino.
Shibah is responsible for the coordination and administration of human resources activities including employee recruitment, new employee orientation, performance management, and management of the HR software and employee records. She also oversees operations for Sustainalytics' Toronto office.
Prior to joining Sustainalytics, Shibah worked for Toys ‘R’ Us Canada as an accounts payable administrator. She holds a bachelor's degree in Business Administration from Wilfrid Laurier University in Ontario, with a specialization in Human Resources.
Silvana conducts environmental, social and governance research of companies in the financials sector, with a special interest in banks and insurance. She has contributed to industry reports focused on her research sectors and shared her thoughts on the Principles for Sustainable Insurance.
Prior to joining Sustainalytics, Silvana completed internships in the fields 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 in Italy. Having studied extensively in Italy, Silvana speaks fluent Italian.
As executive vice president of Sustainalytics’ advisory services team, Simon provides strategic direction, coordination and expertise in the delivery of Sustainalytics’ products and services. He is responsible for client servicing, consulting, a number of product areas, managing the Sustainalytics Advisory Services team globally and is a member of Sustainalytics’ executive team.
Simon provides counsel to senior executives and investment professionals on developing and implementing responsible investment strategies. He speaks regularly on the topic and has written and supported the successful publication of dozens of public and client-commissioned reports that explore responsible investment strategies, materiality, and ESG best practices. He has a master’s degree in Business Administration from the Schulich School of Business, professional certification from the Greenhouse Gas Management Institute and is a certified Global Reporting Initiative (GRI) trainer.
Sophia researches the environmental, social and governance (ESG) activities of companies in the financials sector. She has a special interest in the intersection between social responsibility and financial institutions. Her previous experience includes conducting ESG research across a variety of industries for a sustainable equity fund.
Sophia graduated from Bard College in New York with a degree in Economics. She also co-authored an analysis of the 2008 financial crisis, which was published in the anthology “The Intellectual Origin of the Global Financial Crisis” by Fordham University Press in 2012.
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 is proficient in the programming languages of C++, C#, VisualBasic, HTML, Java Script, XML, XAML, T-SQL, LINQ.
Sorina liaises with internal clients to discuss challenges and requests related to specific products and to identify the software development solutions that can bring added value. She is responsible from documenting client requirements, developing workflow diagrams and scoping documents with functional specifications. Prior to joining Sustainalytics, Sorina worked in various levels of customer services in the IT/telecommunications industry. She eventually moved into a project management role where she managed web development, CRM enhancement and mobile product projects. Sorina earned a bachelor’s degree in Sociology from the University of Bucharest.
Stefan conducts research on the environmental, social and governance performance of institutions within the utilities sector, analysing companies, ensuring profile quality and contributing to thought leadership reports, with a focus on North America. He is also involved in internal quality management. Previously, he coordinated research, ensured profile quality and revised sector-specific indicators in the financials sector. In recent years, he also prepared several sector studies and contributed to client briefs (known as Special Client Alerts) focused on investor risk related to the Libor/Euribor controversy in 2012.
Before joining the company, Stefan oversaw several academic projects and worked as a consultant for a student management consultancy. He holds a master’s degree in Political Science with minors in law and economics from the University of Technology in Darmstadt and the University of Wales. He also participated in the UN Graduate Study Programme in Geneva. During his studies, Stefan focused on corporate social responsibility and civil society. He holds a securities analyst certificate from the Frankfurt School of Finance (Germany), a certificate in environmental management and environmental economics from the University of Koblenz-Landau (Germany), the Claritas certificate and is a SASB FSA level II candidate.
As a Senior Analyst, Sun is responsible for corporate environmental, social and governance (ESG) research focused on companies in mainland China. At Sustainalytics, he has authored two reports on the issue of food safety in China and family business in Asia, two client brief highlighting the potential ESG implications of China’s Xi-Li Administration, one insight about air pollution in China and one newsletter about coal in China, as well as several interviews by China Economic Review and Citywire Global. In 2012, 2013 and 2014, Sun was named one of the top sustainable and responsible research analysts and corporate governance analysts globally in IRRI Extel's Independent Research in Responsible Investment (IRRI) Survey.
Sun joined Sustainalytics as a responsible investment analyst with Responsible Research. 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 the Lee Kuan Yew School of Public Policy at 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 in Beijing, China.
Tal advises institutional investors in the Benelux and Nordic regions, South-Africa, and United Kingdom on their responsible investment strategies. He has worked with numerous investors to help them develop their responsible investment policies, build bespoke financial analysis models, and implement ESG integration tools. Previously, he worked as an in-house finance specialist at a Dutch water treatment and control company. Tal regularly speaks at conferences on responsible investment and is currently involved in a study on the financial impact of responsible investment strategies.
Tal holds a master’s degree in business administration from Tilburg University (the Netherlands) and participated in university exchange programs at Universidad de Salamanca (Spain) and Cornell University (United States). Tal speaks fluent Dutch, English, and Spanish.
Tarah supports clients with the integration of Sustainalytics’ environmental, social and governance research in the execution of their investment strategies. Prior to joining Sustainalytics, Tarah spent the majority of her career in finance working for Deutsche Bank in Institutional Equity Relationships where she co-developed and grew Deutsche Bank’s Canadian equity business by working closely with research analysts on company models and valuations, and providing clients with market expertise, investment guidance and access to high quality management teams. Tarah studied finance and economics at Princeton University where she holds a bachelor's degree in Economics.
Teodor is responsible for testing Sustainalytics’ online research platform and performing quality assurance of platform updates and features. Before joining Sustainalytics Teodor held various positions at Vodafone Romania where he worked for 10 years. He has a degree from the Academy of Economic Studies in Bucharest.
Teodora conducts corporate ESG research and writes company, sector, and project-based reports. She is a health care and pharmaceuticals sector specialist, and has also covered the automotive, aerospace and defence, and transportation industries. In addition, Teodora is a member of the Country Risk Monitor team, tracking updates to international sanctions and related information. Lastly, she is part of the analyst team conducting research for the Access to Medicine Index, as part of Sustainalytics' collaboration with the Access to Medicine Foundation.
Before joining Sustainalytics, Teodora worked at the Romanian Ministry of Education, where she created the monitoring and reporting framework for implementing European funding at the national level. She also worked with several non-governmental organizations to manage and implement special projects and researched drug laws at a European Union agency. Teodora also has international working experience having held positions in Romania, Portugal and the Netherlands.
Teodora earned a master of laws (LL.M) degree in International and European Law from the University of Amsterdam, a bachelor’s degree in European Studies and International Relations, and a minor in Conflict Studies and human rights. Teodora speaks fluent English and Portuguese having worked and studied in both languages.
Teodora is involved in researching, analysing and rating the environmental, social and governance (ESG) performance of publicly-traded and private companies across various industries and prepares company report for the Global Access client interface. Prior to joining Sustainalytics, Teodora worked as a project manager for a translation agency and as a data analyst in a market research company. Over the past five years, she has also been regularly involved in many environmental and human rights NGOs and grassroots organizations. Teodora has a degree in Translations from the West University in Timisoara.
Terence heads Sustainalytics’ Controversial Weapons and Sustainalytics’ Product Involvement Research teams. For both products, he oversees quality management, product and business development, team planning and client management. In his role as defence specialist, he advises financial institutions on defining and implementing defence policies. In recent years, Terence has contributed to reports and presentations outlining the implications for investors of regulatory changes related to conventional arms and controversial weapons. In 2011, he also wrote Eurosif's sector report on aerospace and defence.
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, implementing the defence policy and managing the Green Fund.
Terence holds master’s degrees in Economic Geography and International Relations from the University of Amsterdam.
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. Trevor has successfully passed level 1 of the CFA program.
Victor conducts corporate environmental, social and governance (ESG) research and is responsible for identifying and analysing ESG incidents. Victor studied Economics and Business Administration at West University in Timisoara, Romania. He holds a master’s degree in Management.
Vikram Puppala manages the Carbon Solutions, Sustainability Bonds and Sustainability Indices offerings at Sustainalytics. As a product manager for Sustainalytics’ Carbon Solutions, Vikram is responsible for providing clients with a set of tools and analysis that will help them understand and manage their carbon-related risks. As the head of the Sustainability Bonds team, Vikram provides second party review and verification on green/sustainability/social bonds and helps issuers bring a credible and robust green bond to the market. Vikram also manages Sustainalytics’ Sustainability Indices offering, where he is responsible for the development and maintenance of ESG and sustainability related indices. Prior to joining Sustainalytics, he worked at De Lage Landen, Rabobank's leasing division as a clean technology debt finance manager. He has an MBA from the Schulich School of Business with a specialization in Business and Sustainability and a graduate diploma in Business and Environment. He is also Project Management Professional certified and holds a master's degree in Industrial Engineering from the University of Florida.
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 15 years 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 and the integration of ESG factors within mainstream investment processes.
Wilco holds master’s degrees in Econometrics from Erasmus University Rotterdam and Philosophy from Leiden University.