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Ada is responsible for organizing and supervising administrative activities for Sustainalytics’ Romanian operations. She joins Sustainalytics as part of the Share Dimension team acquired by the firm in 2012. Previously, Ada worked as an office manager at BKD Petrosani. She holds an Economics degree (with a specialization in Banking and Finance) and an Engineer degree (with a specialization in Automatics and Informatics) from the University of Petrosani. In addition to her native Romanian, Ada speaks English and has a basic knowledge of French.
Adela oversees accounting operations for the Romanian, German and Spanish entities of Sustainalytics. Prior to joining Sustainalytics Adela worked as an expense voucher officer and also completed an accounting internship.
Adela holds a bachelor's degree in Economics from the West University of Timisoara, Romania and a master’s degree in Business Administration and Information Technology from the University of Cantabria, Spain. In addition to Romanian, Adela speaks fluent Spanish and Portuguese.
Adrian is responsible for analyzing, designing and writing code for online business platforms. Throughout his career he has gained extensive experience with Microsoft technologies and is a Microsoft Certified Engineer. He has also acquired expertise with the latest technologies in the field, including WCF, Linq, WPF, Silverlight, and RIA.
Adrian joins Sustainalytics as a member of the Share Dimension software development team acquired in January 2012. While at Share Dimension Adrian was involved in a number of challenging projects including the development of the Sustainalytics Global Platform.
Adrian holds a degree in Computer Science Engineering from the Politechnica University of Bucharest – Faculty of Automatics and Computers.
Alan Broadbent is chairman and CEO of the Avana Capital Corporation, and founder and chairman of the Maytree foundation. Maytree focuses on poverty issues in Canada, with a special interest in refugees and immigrants. Alan also co-founded and chairs the Caledon Institute of Social Policy (1992); Tamarack – An Institute for Community Engagement (2001); and Diaspora Dialogues (2005). In addition to being board director of Sustainalytics, Alan is co-Chair of Happy Planet Foods; director of Invest Toronto; past-chair of the Tides Canada Foundation; advisor to the Literary Review of Canada; member of the Governors’ Council of the Toronto Public Library Foundation; senior fellow and member of the Governing Board of Massey College, and Member of the Order of Canada and recipient of the Queen’s Jubilee Medal. He is the author of the book “Urban Nation”, and was awarded an honorary Doctor of Laws degree from Ryerson University in 2009.
Alberto is responsible for researching and assessing the sustainability performance of energy companies. 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.
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.
As the firm’s Colombia-based responsible investment associate, Alejandro promotes and supports business development in the South American institutional investor market. In his role he is responsible for the coordination of client projects. He has also worked closely with local investor in establishing a sustainable investment industry association for Latin America.
Alejandro has a strong background in sustainability having completed a master of science in Environmental Studies and Sustainability Science at Lund University in Sweden. Prior to joining Sustainalytics Alejandro was a system engineer at Cisco, where he helped clients understand the value of investing in communications and collaboration technology. Alejandro speaks fluent Spanish, English, Portuguese, and French.
Alex analyses the environmental, social and governance performance of companies in the real estate and commercial services companies. He has a special interest in Hong Kong and the broader state of sustainability in Asia.
Alex joined Sustainalytics as a member of Responsible Research where he was the product manager for the firm’s Asian Sustainability Rating (ASR) benchmarking tool. His previous work experience includes a position as a data analyst on the Carbon Disclosure Project for Asia Ex-Japan and research on airline disclosure related to greenhouse gas emissions.
Alex holds a Bachelor’s degree in Physics from Eckerd College in Florida.
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.
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 is involved in the execution of various research projects for Sustainalytics’ advisory services team, and also provides assistance to account managers in the preparation of client reports.
Her previous work experience includes market introduction studies for electric/hydrogen cars, as well as consultancy work in the field of European structural funds. Alina holds two master’s degrees; one in Economics and Statistics from the Pierre Mendes University in Grenoble, France and the other in Financial Markets from the West University of Timisoara, Romania. She also has a bachelor’s degree in Finance and Banking from the West University of Timisoara. Alina is fluent in both English and French.
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.
As a member of the events team, Ana is tasked with noting material corporate events and controversies related to environmental, social and governance issues.
Prior to joining Sustainalytics, Ana worked for four year in corporate finance and accounting. She holds a Bachelor’s degree in Biology from the University of Burcharest, Romania and a Master’s degree in Eco-Tourism and Environmental Protection from the University of Ecology in Burcharest. She recently completed her second Master’s degree in Environmental Management and Policy at Lund University, Sweden. Ana’s language skills include fluency in Hungarian, Romanian and English.
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.
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.
In her role, Andrea manages client relations and project for several of Sustainalytics’ large European institutional investor clients. She is also responsible for managing analysts within the advisory services team. Up until December 2010 Andrea was an associate analyst conducting company research within the pharmaceutical and health care sectors and coordinating human rights-related research. 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 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 conducts environmental, social and governance research 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. At West University of Timisoara, Andreea studied Territorial Planning.
As product 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.
Andrei is responsible for software platform architecture, including writing code for special software components and analyzing how these components can be implemented in the platform. Andrei joined Sustainalytics as part of the Share Dimension software development team whose main focus is the continued development of the Sustainalytics Global platform. Prior to joining Sustainalytics he worked on software projects for a variety of applications such as online video broadcasting, financial analysis and statistical analysis.
Andrei studied marketing at Romanian-American University in Bucharest where he obtained a bachelor’s degree in Marketing and a master’s degree in Marketing Research. He is also a Microsoft Certified Professional.
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.
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.
Arne is the lead industry analyst for transportation and oversees research of high profile companies in the automobiles, auto components, transportation service providers, transportation infrastructure, and aerospace and defense sectors. He has contributed significantly to the production of Sustainalytics’ industry reports authored thematic reports on such topics as sustainable mobility and the ESG performance of DAX 30 companies. In addition, he is involved in client relationship management, supporting various clients in the integration of ESG analysis into their investment decisions.
Prior to joining the company, Arne worked in the CSR management department of Commerzbank and was as a freelance journalist for a media group specialized in sustainability issues. He has a Magister Artium degree in Communication Science, Political Economics and Hispanics from the University of Münster. In addition to German, Arne speaks fluent English and Spanish.
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.
In her primary role, Azadeh assists U.S. investment professionals in developing and implementing responsible investment strategies, and in integrating Sustainalytics' environmental, social and governance research into their investment processes. She also provides support to clients’ corporate engagement efforts. As a sustainability intelligence consultant on the advisory services team, Azadeh manages and executes client projects to provide sustainability-focused market research and competitive intelligence, helping clients make informed decisions on how to proactively improve their sustainability performance. She also brings academic and practical experience on supply chain management to the team. In 2010, she authored Complicity in the Congo: Investor Risks in the Minerals Supply Chain as part of Sustainalytics’ publication series.
Prior to joining Sustainalytics, she worked for six years in the Canadian retail apparel and consumer goods industries in design and product development, purchasing and production management.
Azadeh has a bachelor's degree in Fashion Design and Business from Ryerson University and a master's degree in Business Administration from the Rotman School of Management, where she majored in International Business and Global Management. In addition, she has a professional certification from the Greenhouse Gas Management Institute and is a certified Global Reporting Initiative (GRI) trainer.
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 and is now Chief Operating Officer. 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.
Bowen conducts environmental, social and governance (ESG) research of companies in the information technology sector. She also provides ESG research and analysis of Chinese companies across various sectors.
Prior to joining Sustainalytics, Bowen worked with the Regional Environmental Centre and the International Fund for China’s Environment. She has also held volunteer positions with education organizations in India and Kenya. Bowen holds a master’s degree in Environmental Sciences, Policy and Management. Her master’s thesis focused on China’s energy investment in Africa.
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.
In addition to her work on product involvement research, Carolyn is responsible for client deliverables within the advisory services group. Her previous work experience includes three years as an alternative investment analyst at an investment advisory firm. Carolyn holds a bachelor’s degree in Economics from the University of Waterloo in Canada and a master’s degree in International Development from the University of Birmingham in England. Work from her master’s degree has been published in Compliance Insider and Green Money Journal.
As a 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.
As an associate responsible investment adviser, Catalina is focused on business development within the U.K. market, and works with Sustainalytics’ U.K. clients to support their responsible investment strategies. In 2013, Catalina was 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.
Prior to joining Sustainalytics, Catalina was program manager at the UK Sustainable Investment and Finance Association (UKSIF). She was responsible for the organization’s programs geared towards institutional investors. Catalina is currently a member of the International Working Group of the US SIF and the Analyst Committee Group of UKSIF, where she contributes to the analyst program strategy and designs events on emerging environmental, social and governance issues.
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 Romanian and has conversational skills in French and 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.
In his role, Christoph supports client service and projects in France, Germany, Belgium and Switzerland. Christoph’s previous experiences include positions in investment banking and environmental consulting. He was also a volunteer with Harmony Farm, a non-profit organization based in rural Cambodia.
Christoph holds a master’s degree in Finance and Investments from the Rotterdam School of Management. He also has a bachelor’s degree in International Business with a specialization in finance from University Maastricht.
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).
Claudiu leads Sustainalytics’ global information technology (ICT) team and is the managing director of the Romanian office. Prior to joining the firm, Claudiu was the owner and CEO of Share Dimension, Sustainalytics’ long-time ICT partner and developer of the Sustainalytics Global Platform. Claudiu brings more than 15 years of technical expertise gained through working with multinationals Philips and Canon, as well as strategic ICT project development and entrepreneurial skills honed as CEO of Share Dimension.
Claudiu is a Microsoft Certified Professional. He holds a telecommunications degree from Politechnica University in Timisoara and a degree from Oulu University of Applied Science, Finland.
As a member of the information and communication technology team, Cosmin provides hardware and software support for Sustainalytics’ internal IT network. Prior to joining Sustainalytics, Cosmin worked as a search engine optimization specialist and at an IT help desk. He has a bachelor’s degree in Computer Science from the West University of Timisoara where he also studied mathematics.
Cristi is responsible for supporting, monitoring, testing and troubleshooting hardware and software problems. He is also responsible for end-user support, account maintenance and training. He has been developing and implementing security audits since 2004, and as an IT consultant, he monitored and analyzed system components and made recommendations on computer system security. Cristi has a special interest in the installation and performance of advanced server operating system hardware and software. Cristi graduated from the Politechnica University Timisoara – Computer Science Faculty.
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.
Daniela is responsible for organizing and supervising administrative activities for Sustainalytics’ Romanian operations. Prior to joining the firm, Daniela worked as a human resources consultant at Clear Sign Timisoara. She studied political sciences at West University of Timisoara and holds a master’s degree in Comparative European Studies.
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.
As a member of the indicator team, David conducts research on corporate performance across key environmental, social and governance indicators. 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.
Davina assists clients in their use of Sustainalytics' products and in integrating environmental, social and governance research into their investment processes. In addition, she is involved in company research related to the Global Compact Compliance Service.
Prior to joining Sustainalytics Davina worked on project management for a crowdsourcing non-governmental organization focused on small-scale development projects. She conducted research for a water management 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.
Davina completed the master’s program in Sustainable Development/Environmental Management at Utrecht University. Her final thesis focused on payments for ecosystem services in East Africa. She also holds a bachelor's degree in European Studies from Maastricht University and La Sapienza.
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.
Delia is responsible for testing the Sustainalytics Global Platform application, in addition to providing support and quality assurance. Delia joined the company as a member of the Share Dimension software development team in 2012.
Prior to joining Share Dimension, Delia was a writer and blogger for TechSource International Ltd. She holds a bachelor's degree in Economy of Trade, Tourism and Services and a master’s degree in Strategic Management of Business from the University of Petrosani. Delia also received an Erasmus scholarship and studied one semester of Management and Business Administration at TU Bergakademie Freiberg in Germany.
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.
Diederik is the global director 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. During his time in New York, Diederik will retain his responsibilities overseeing Sustainalytics' global institutional relations team.
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.
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.
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.
Emilia researches and analyses the environmental, social and governance performance of companies in the food industry. Prior to joining Sustainalytics, Emilia worked for a Swedish government agency conducting research on public governance and environmental target setting. She holds a master’s degree in Accounting & Financial Management from the Stockholm School of Economics as well as a bachelor’s degree in Economics and Accounting & Financial Management from the same school. Emilia also studied sustainability and governance at the Kenan-Flagler Business School at the University of North Carolina.
Emily conducts environmental, social and governance research on companies in the financials sector. Her previous experience in responsible investment and sustainability includes internships at Green Century Capital Management and Casella Organics, a division of Casella Waste Systems, Inc. Emily holds a bachelor’s degree in Environmental Science and Public Policy from Harvard College.
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.
Esther conducts environmental, social and governance research and analysis of companies in the IT sector. Prior to joining Sustainalytics, she was involved in AIESEC, a global student exchange program, and has organized international sustainability conferences for young leaders collaborating on green issues. She has also participated in international student conferences hosted by the United Nations Environment Programme.
Esther holds a degree in Environmental Management and Technology from Hong Kong University of Science and Technology. She speaks fluent English, Cantonese and Mandarin.
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 is the research and planning coordinator for Sustainalytics’ Global Compact Compliance Service and is also responsible for Sustainalytics' suite of products assessing corporate involvement in high-risk and conflict affected countries. In 2010, she authored a brief entitled Sanctions Against Iran: Trends and Emerging Risks and has written a client-focused report on U.S. sanctions and the risk for banks in 2012.With a strong interest in human rights, she also contributes to client support around implementation of the UN Guiding Principles and best practices for human rights risk management.
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. She is a CFA Level 2 Candidate. Farnam speaks fluent 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.
As a responsible investment adviser, Francesco supports business development activities in the French, Spanish and Italian markets, assisting clients in their responsible investment strategies. Francesco also has extensive experience in environmental, social and governance research across a broad range of sectors.
Francesco brings three years of international experience in the financial, environmental and sustainability consulting sectors to his role at Sustainalytics. He has been involved in planning, implementing and assessing projects which aim to foster business performance and to deliver social, environmental and economic value.
Francesco holds a bachelor’s degree in International Relations from the University of Pisa. He has also earned a master’s degree in Sustainable Development and Renewable Energy from Escuela Europea de Dirección de Empresa (Madrid) as well as an international master’s in Corporate Responsibility from EOI Business School (Madrid). Francesco speaks fluent Italian, Spanish, and English.
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.
Gavin conducts environmental, social and governance research on the corporate sustainability performance with a focus on companies in the materials sector. Prior to joining Sustainalytics, Gavin was a research associate at the Responsible Investment Association. He has also worked as a teaching assistant for business ethics and statistics courses and as a research assistant at Queen’s University in Kingston, Ontario. While at Queen’s Gavin earned a Bachelor of Commerce degree, a Bachelor of Arts in Environmental Science and a certificate in Responsible Business.
Georgiana is part of Sustainalytics' events team, tasked with noting material corporate events and controversies related to environmental, social and governance issues.
Prior to joining Sustainalytics Georgiana worked for the Trade Marks and Design Registration Office of the European Union. She holds undergraduate degrees in International Relations and European Union Law and a master's degree in European Union Law from the University of Amsterdam.Georgiana speaks fluent English, Spanish and French, in addition to her native Romanian.
Giorgio conducts environmental, social and governance research and analysis of companies in the media communications sector. Prior to joining Sustainalytics, Giorgio completed two internships—one with Juventus Merchandising s.r.l in the licensing department and the other with Lorett S.p.A. in the marketing department. Giorgio earned a bachelor’s degree in Foreign Commerce from Turin University and is currently completing the MaGER (Master in energy, green management and CSR) at Bocconi University in Milan.
Glen Saunders is an investment banker, company director, financial and strategic consultant and chartered accountant with extensive experience in banking, investment, financial and strategic planning. He was a main board director of the Anglo-Dutch Triodos Bank until 2001 overseeing its extensive growth in the UK.
He has served as a director of numerous financial investment initiatives including the Western Partnership for Sustainable Development and the Local Investment Fund from 1997-2001, a public-private partnership in the UK.
Moving to New Zealand in 2002, he served as a director of the New Zealand Superannuation Fund for five years until 2009, chairing its responsible investment committee. He is a director of a number of companies with an emphasis on responsible investment and its related services. He chairs Prometheus Finance in New Zealand and Social Enterprise Finance Australia. He is an adviser to New Zealand government departments and agencies and is assisting some of New Zealand’s largest foundations in developing their investment activities.
Glen has served on the board of PRI, now its advisory council, and continues on the new PRI board. He has been PRI’s treasurer since 2007.
Greta’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 is currently undertaking a Certificate in Sustainability Management at Ryerson University.
Hans-Ulrich has nearly 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’ core ESG company research, related product innovation, and selected strategic internal and client projects. Furthermore, he is establishing a major in-house research unit in Romania and integrating 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 the lead industry analyst for the healthcare sector, and specializes in pharmaceuticals. She is involved in conducting research and analysis of high profile companies within the sector and has co-authored Sustainalytics’ industry reports on the industry.
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 developing Sustainalytics’ institutional relationships in Canada. She helps prospective clients determine the responsible investment solutions that best fit their needs. Heather also works closely with the research and service teams on the development and innovation of Sustainalytics’ suite of solutions. She represents Sustainalytics at various conferences and speaks regularly on a variety of responsible investment topics.
Heather has worked at Sustainalytics since 2004. In her previous role as director of research products in North America, she mentored the production of research reports, contributed to product innovation and managed a team of analysts.
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. In 2012, in collaboration with the Tellus Institute, Heather was the lead author of Worker Equity in Food and Agriculture: Practices at the 100 largest and most influential U.S. companies. The report examined working conditions and labour rights among employees and suppliers across the food industry.
Committed to the promotion of responsible investment in North America, Heather sits on the executive committee of the board of directors for Canada’s Responsible Investment Association and is also a steering committee member of the Social Investment Research Analyst Network (SIRAN). 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. In addition to his client relations responsibilities, he is also involved in developing improvements to Sustainalytics’ research methodology and the production of thematic research notes. In 2012, Responsible Investment 2.1, a report authored by Hendrik and his colleague Claudia Volk, was short-listed for the Farsight Award. Additionally, given his background in mainstream financial markets, Hendrik will also provide support to Sustainalytics’ Advisory Services team in helping clients integrate ESG into their investment processes.
Prior to joining Sustainalytics, Hendrik worked for 15 years as an equity strategist/financial analyst at WestLB. Since 2002, he has focused on responsible investment and headed the bank’s extra-financial research team.
Hendrik holds a Ph.D. in Finance from the University of Erlangen-Nürnberg and a master’s degree in Banking and Finance from the University of Georgia, Athens (USA).
Ian conducts research for Sustainalytics’ Global Compact Compliance Research product and is responsible for analyzing company practices in relation to the Global Compact principles. He also conducts research related to company involvement in the trade, production, research or maintenance of controversial weapons. In addition, Ian assists in the execution of various responsible investment projects for investor clients.
His experience in sustainability includes time as a financial analyst intern at the Canadian Imperial Bank of Commerce. As a member of the internal real estate strategy group, Ian worked to analyze and implement various sustainability initiatives for the bank. Ian has an honours bachelor degree in Business Administration from the Richard Ivey School of Business at the University of Western Ontario.
Ileana works on a number of development projects to enhance Sustainalytics current online platform. Prior to joining Sustainalytics, Ileana was with Enterprise Mobility Company where she worked on various Windows forms projects. She also worked as a software developer at Indaco Sytems, where she was responsible for web projects (e.g., virtual shops), content management system projects and enterprise resource planning projects. She has experience with C#, SQL, ASP .net MVC and Windows forms. Ileana has a master’s degree in Software Engineering from the University of Bucharest.
Iosif is involved in the development of applications for Sustainalytics’ various web-based interfaces. His primary focus is on the continued enhancement of the research platform’s user interface. Prior to joining Sustainalytics Iosif was a software developer a New York-based finance firm. There he developed an online platform that provided access to consumer and credit bureau data and automated collection services. Iosif has a degree in Computer Science from Spiru Haret University in Bucharest. He also has a web developer qualification from the Cambridge International School.
Irene is the global lead analyst for the materials industry with a focus on the steel and mining sectors. In her role she is responsible for identifying key risks for investors related to poor environmental management systems or strained community relations. She regularly engages with mining companies, non-governmental organizations and local communities, and benchmarks companies against best practices in the sector. Irene is particularly interested in aboriginal relations and water management. She contributed to the Sustainalytics' report Sustainability and Materiality in the Natural Resources Sector. 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.
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.
George-Iulian directs and manages project development from beginning to end. Working with senior management and stakeholders, he defines the project’s scope, goals and deliverables. He also works to develop full-scale project plans and associated communications documents. George-Iulian began his career providing IT support for Flamingo Computers. He joined Sustainalytics as part of the Share Dimension software development team where he started as a web developer before coming a project manager.
George-Iulian holds a bachelor's degree in Industrial Energetic. He has also successfully completed exams in Windows Applications Development with Microsoft .NET Framework 4, and Microsoft .NET Framework - Application Development Foundation.
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.
Jean-Florent advises heads of responsible investment, portfolio managers and corporate responsibility professionals on developing, implementing and monitoring responsible investment policies. Since late 2011 he has overseen client services and advisory projects in France, Belgium and Switzerland. Prior to his role as a client relations associate, Jean-Florent was leading research on the industrials and transportation sectors.
Jean-Florent has developed a thorough understanding of the process of integrating environmental, social and governance factors into investments. He authored a number of reports on such topics as sustainable mobility, controversial shipbreaking, SOx/NOx emissions and the link between responsible investment and financial performance. In the 2012 Thomson Reuters Extel and SRI-connect.com IRRI Survey Jean-Florent was voted among the top five in the Environmental and Social Analysts category.
Prior to joining Sustainalytics, Jean-Florent worked at BNP Paribas as a credit analyst for agribusiness companies. He holds a master’s degree in environment from engineering school ISARA in Lyon and in business administration with a focus on asset management from ecole superieure des affaires in Lille. He also holds a certificate on climate risks and opportunities for the financial sector issued by the United Nations Environmental Programme Finance Initiative and a certificate on project management delivered by the Rotterdam School of Management. Jean-Florent speaks fluent Dutch and English.
As a member of the indicator team, Jean-François is involved in identifying and analysing the environmental, social and governance indicators used to assess companies in Sustainalytics’ research universe. Jean-François 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. 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 COO.
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.
Joris supports Sustainalytics’ various institutional investor clients on the development and execution of their responsible investment policies. He also assists clients in making full use of the products and services they receive. Much of his work relates to finding the right combination of fiduciary responsibility and social responsibility.
Prior to joining Sustainalytics in 2009, Joris worked for PwC Sustainability, advising a wide variety of companies and government institutions on corporate responsibility reporting and, more specifically, emissions trading compliance. Joris holds a master’s degree in International Economics and Business from the University of Groningen.
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.
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 bond 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 Ranney brings 15 years of experience in the field of environmental, social and governance (ESG) research to his role as director. He has played a key role in the development of Sustainalytics’ research and rating methodology and has more than 12 years’ experience working with a variety of asset owners and investment managers to incorporate ESG considerations into their investment policies, strategies and processes. Kevin also plays a key role in overseeing Sustainalytics’ thought leadership activities.Kevin is a former director of the board of Canada’s Responsible Investment Association (RIA) and member of the board’s Executive Committee, and he continues to serve as a member of the SIO’s Policy and Advocacy Committee. He is also active in microfinance and sits on the board of Oikocredit Canada, a support association of Oikocredit, one of the world’s leading development finance organizations. He holds degrees from the University of Waterloo, the University of Toronto, and the University of Notre Dame.
As a member of the advisory services team, Kirsten helps clients to use Sustainalytics’ products and services in the execution of their responsible investment strategies.
Prior to joining Sustainalytics, Kirsten worked in Sao Paulo, Brazil, for the SOCIALCARBON Standard, a standard that certifies projects in the voluntary carbon market for their contribution to sustainable development. She supported the international growth of the standard and focused on developing market strategies and supporting project developers. Kirsten also contributed to a consulting project, preparing a standard to certify emission reductions from forest projects in the Amazon for its market launch. Kirsten holds an honours bachelor degree in Commerce from Queen’s University.
Kyuwon is a Junior 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.
Larysa conducts environmental, social and governance research on companies in the food sector.
Prior to joining the company, Larysa developed sustainability strategies for companies in the global trade and tourism industries using The Natural Step Framework. Her focus areas were baseline analysis and design of strategic guidelines underpinned by the action plan. She also has a wide range of experience in youth leadership development at AIESEC.
Larysa completed a master's program in Strategic Leadership towards Sustainability at the Blekinge Institute of Technology, Sweden. In addition to English, Larysa also speaks fluent Ukrainian and Russian.
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.
Liliana supports the advisory services team in the execution of various research projects and contributes to the provision of responsible investment services to clients.
Prior to joining Sustainalytics, Liliana participated in an internship program at a financial investment services company and volunteered with a non-governmental organization focused on youth entrepreneurship. Liliana holds a bachelor’s degree in Finance and Banking and a master’s degree in Financial Markets from the West University of Timisoara.
Liz is a senior manager and advises clients on responsible investment in the UK and Nordics. She also heads Sustainalytics’ Global Compact Compliance team and Sustainable Index business. Liz’s in-depth understanding of responsible investment, combined with her strong financial background, allows her to advise senior executives, portfolio managers, and risk professionals in developing and implementing responsible investment strategies. Based in Copenhagen, she is an active member of the Danish social investment forum’s event organizing committee. Prior to joining Sustainalytics, Liz worked for several years at the Bank of Canada and spent 10 years at the Bank of Montreal in Canada as a senior economist and strategist.
Liz holds an MBA with a specialization in Sustainable Business. She also holds a master’s degree in Economics and the Chartered Financial Analyst® designation.
Loïc leads Sustainalytics’ research team in Singapore and contributes to the continued enhancement of the firm’s overall responsible investment research offerings.
As a former senior analyst at Norges Bank Investment Management (NBIM), Loïc brings to Sustainalytics a deep understanding of the environmental, social and governance (ESG) issues most important to investors. He is also an expert on water-related ESG risks having successfully engaged on the issue with companies in the mining, utilities and food sectors in Asia. While at NBIM he also prepared the firm’s annual report on water risk management.
Loïc has a master’s degree in International Finance from Sorbonne University in France and a bachelor’s degree from Glasgow University, Scotland.
Lotte leads the events teams which monitors and reports on controversies among companies within Sustainalytics’ research universe and manages the team of respective research analysts in Sustainalytics’ Romanian office. Prior to leading the events team, she set up the broader research team in Romania, where she coached and trained analysts focused on a range of industries. Before stepping into her managerial role, Lotte was a research analyst covering the financials and food, beverages and tobacco sectors and was involved in account management and strategic research planning. She has a special interest in child labor and issues related to bribery and corruption. In 2011, Lotte co-authored Bridging the Gaps: Effectively Addressing ESG Risks in Emerging Markets and in 2009 she co-authored Bitter Harvest: Child Labour in the Cocoa Supply Chain.
Before joining Sustainalytics in 2008, Lotte worked for a research house in the Netherlands, a major financial corporation in Mexico and has volunteered for several non-governmental organizations. She studied International Relations at the University of Leiden and Political Science at University College Utrecht. Lotte speaks English, Dutch, Spanish and French.
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 is 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.
Maggie is responsible for the design and layout of Sustainalytics external and internal communications. She oversees the design of Sustainalytics' marketing materials as well as elements of the client interface, and finalizes presentations and marketing collateral for clients.
Prior to joining Sustainalytics Maggie worked was an international education study abroad advisor at Endicott College, sending over 400 students abroad. In addition, she spent five months living and studying in Florence, Italy. Maggie graduated from Endicott College in 2008 with a Bachelor of Fine Arts in Visual Communications with a concentration in Graphic Design. She is very passionate about art and tries to incorporate a creative edge into the various projects comes her way.
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.
Margaret provides administrative support for Sustainalytics’ Boston office. She also provides regional support to the IT and Finance teams.
Prior to joining Sustainalytics, Margaret held positions in human resources and finance at Verizon and General Electric respectively. Margaret studied at the University of Massachusetts - Amherst and holds a Bachelor’s in Business Administration. She is also a graduate of General Electric's Financial Management Program.
Maria Luiza is 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.
In her role on the advisory services team, Marion works with investor, corporate, and non-profit clients to help them better understand and manage financial and reputational risks. She has worked closely with global companies in the IT, retail, energy, and transportation sectors benchmarking their performance against industry peers and internationally recognized norms. Marion also supports the implementation and development of clients’ responsible investment mandates and strategies. In this role, she manages large scale research projects and contributes specific expertise in the areas of nuclear power and fossil fuels.
Marion also manages Sustainalytics’ relationships with non-profit clients to determine reputational risks related to corporate partnerships. Through her role, Marion has worked with numerous leading Canadian and international non-profits and NGOs, to develop successful partnership risk assessment policies and guidelines.
Prior to joining Sustainalytics, Marion lived for two years in Madrid, Spain where she worked as a business developer for a renewable energy engineering firm. Prior to this, she completed an IISD internship with the Mexican National Ecology Institute, developing a tool-kit for eco-entrepreneurs. 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. She has also completed the Global Reporting Initiative (GRI)-certified training course.
Marthe manages global marketing activities with a focus on Europe. In addition to strategic communications planning, Marthe leads the team in the coordination, production and execution of key internal and external marketing elements, including thematic reports and webinars, in-person events and conferences, as well as the corporate website and intranet system.
Prior to joining Sustainalytics, Marthe was a regional marketing manager at Nyenrode Business University and held various marketing-related positions in the non-profit and advertising sectors, as well as at the United Nations in Geneva, Switzerland.
Marthe holds a bachelor’s degree in Business and Languages from the University of La Sorbonne in Paris and a master’s degree in Environment and Development Policy from the University of Sussex (United Kingdom). She is currently pursuing an executive MBA at Purdue University’s Krannert School of Management (USA) and TiasNimbas Business School (Netherlands).
Martijn provides contracting, commercial and legal support to the advisory services team.
Prior to joining Sustainalytics, Martijn worked for Deloitte tax lawyers, advising a wide variety of multinational companies on international tax strategies. His previous work experience also includes project work for a clean tech venture capital firm as well as writing a plan for seed capital funding for a new sustainable food technology. Martijn studied economics at the Utrecht University. He also holds a master’s degree in International Tax Law from the University of Amsterdam.
As senior product innovation manager, 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.
Max assists global clients in integrating Sustainalytics’ research within their investment processes. He brings to this role an understanding of the dynamics involved in developing a responsible investment program. He spent a number of years at TD Asset Management, where he focused on developing processes to assist the integration of ESG factors into the investment process, leading corporate engagement efforts and supporting the management of its sustainable investment products. Most recently he was the manager of a multi-asset class responsible investing group for an Ontario-based pension plan.
Following his Honours Bachelor of Commerce degree in Business Administration from the University of Windsor, he fulfilled the necessary requirements for the Chartered Investment Manager (CIM) designation offered by the Canadian Securities Institute. Max is 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.
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 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 and 2013 as the best independent responsible investment research firm in the Thomson Reuters Extel IRRI Survey.
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.
Michael Jongeneel is chief operating officer and managing director Triodos Investment Management at Triodos Bank. In September 2011, Michael was appointed to the supervisory board and audit committee of the Zuwe Hofpoort hospital in Woerden. That same year Michael was also appointed chairman of the Laluz Foundation; a foundation which brings together young professionals volunteers who wish to use their knowledge and expertise outside of their careers with charitable organizations that are seeking to fill a knowledge gap. In 2010 he became a member of Worldconnectors; a think tank that aims to work towards a just, sustainable, inclusive and peaceful world. Prior to joining Triodos Bank in 2007, Michael worked as an engagement manager at Mckinsey & Company and as a consultant at Accenture. He completed his education at the University of Twente and has a Master of Science in Information Engineering.
Mike Musuraca is 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 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.
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.
As part of the data team, Nicoleta is involved in the management and analysis of data, tapping into her passion for quantitative analysis and data mining. Prior to joining Sustainalytics, Nicoleta worked for eight years as an IT analyst at Datagroup SRL and as a support specialist in creating web forms at 123ContactForm.
Nicoleta holds a bachelor’s degree in Mathematics and Informatics, a master’s degree in Applied Mathematics, both from the West University of Timisoara, and a master’s degree in Statistical Methods and Techniques in Health and Clinical Research from the Polytechnic University of Timisoara.
Nina supports the execution of Sustainalytics marketing and communications strategy with a particular focus on internal communications and event planning. Nina is also a member of the corporate culture working group and is responsible for Sustainalytics’ internal sustainability initiatives.
She previously held the position of office manager at the firm’s Amsterdam office, and also dedicated part of her time supporting the marketing team. Her previous work experiences include volunteering for various non-governmental organizations both in the Netherlands and abroad, and working as a documentary photographer. Originally from Australia, Nina holds bachelor’s degrees in both Politics and International Relations and Photography from the University of New South Wales.
As the global director 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 11 countries and seven 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.
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.
Petre is involved in the development and maintenance of software services for the Sustainalytics Global Platform. He brings to Sustainalytics a wealth of IT knowledge, having worked in the fields of computer telephony integration, telecom, hazard response, and payment machines. He is also versed in C#, C++, windows linux and web development. Petre studied Computer Systems Engineering at Polytechnic University Bucharest, Faculty of Electronics and Telecommunications.
Rachel is responsible for developing and implementing the company’s human resources strategy. Her primary areas of responsibility are: recruitment and hiring; training and development; supporting high-performance global teams; and corporate culture.
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.
Radoslav joined Sustainalytics in 2008 and is currently involved in a range of client-specific projects. In addition to client advisory services, his primary focus includes managing competitive intelligence projects, partnership risk assessments, stakeholder mapping and engagement, and gap and risk analyses. Having gained expertise as a lead analyst on Sustainalytics’ industrials team, in his current role he develops performance benchmarks for a broad range of sectors. Radoslav supports some of the largest advisory services projects assessing corporate performance against investor expectations.
Radoslav brings to Sustainalytics content management and editorial experience gained at Dow Jones Factiva. He holds training certificates from the Global Reporting Initiative (GRI), the United Nations Environment Programme Finance Initiative (UNEP FI) and the Responsible Investment Association Australasia (RIAA). Radoslav studied business administration at the Portsmouth Business School and at the University of Amsterdam.
Rajiv is responsible for conducting environmental, social and governance research in the utilities sector. Over the last six years, Rajiv has worked in the accounting, valuations and controlling functions in HSBC and UBS in India, Singapore, Japan and Switzerland. Rajiv earned a bachelor’s degree in Business Administration from the University of Calcutta in India and is currently completing a master’s degree in International Finance at the University of Amsterdam. Rajiv is also a CFA® charterholder. Rajiv speaks fluent English and Hindi.
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.
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.
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.
Sanchi conduct environmental, social and governance research and analysis of companies in the financials sector. Prior to joining Sustainalytics she completed an internship at a sustainability strategy consultancy firm in Amsterdam. During her time there, she wrote an article on the EU’s non-financial reporting directive. Sanchi holds a bachelor’s degree in Law with a specialisation in corporate law from Government Law College, Mumbai. She is currently pursuing a master’s degree in Law and Finance with a focus on sustainability and ethics in finance.
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 is the 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 global director 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.
Sonja specializes in the analysis of environmental, social and governance (ESG) issues for companies within the chemicals and packaging industries. She co-authored Sustainalytics’ industry report on the household and personal products sector, and has contributed to Sustainalytics’ Country Research products. She is also involved in account management for German and Swiss clients, assisting them to incorporate Sustainalytics’ ESG research into their investment decisions.
Sonja’s work experience includes a graduate research position at the Erasmus Centre of Behavioural Ethics, Erasmus University.
Sonja holds a master of science degree in Business Administration with a specialization in sustainable development from a multi-stakeholder perspective (cum laude) from the Rotterdam School of Management, Erasmus University. She also has a bachelor of science degree in International Business with a specialization in Finance from Maastricht University School of Business and Economics and has completed an exchange semester at the Australian National University where she majored in social marketing.
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.
Stefan conducts research on the environmental, social and governance performance of institutions within the financials sector. In addition, he coordinates research, ensures profile quality and revises sector-specific indicators. In recent years, he has also prepared several sector studies. He has further 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 studied political science, law and economics at the University of Technology in Darmstadt and the University of Wales and participated in the UN Graduate Study Programme in Geneva. He holds a master’s degree in Political Science. Within his studies, Stefan focused on corporate social responsibility and civil society. He also holds a securities analyst certificate from the Frankfurt School of Finance and Management.
As an analyst, Sun is responsible for corporate environmental, social and governance (ESG) research focused on companies in mainland China. In Sustainalytics, he has authored a report on the issue of food safety in China, two client briefs highlighting the potential ESG implications of China's Xi-Li Administration and one insight about air pollution in China, as well as several interviews by China Economic Review and Citywire Global. In 2013, Sun was named one of the top sustainable and responsible research analysts and corporate governance analysts globally in the Thomson Reuters 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.
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.
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.
Thomas supports the global thematic research team and its mission to strengthen the value Sustainalytics provides to clients by contributing sophisticated quantitative analysis on various investment and sustainability topics. In his role, Thomas conducts quantitative analysis on a variety of themes and presenting both methodological information and key findings.
Thomas first joined Sustainalytics as an analyst conducting environmental, social and governance research on companies in the financials sector. He holds a master’s degree in Banking and Finance from the University of Innsbruck. His master’s thesis focused on the ethical and financial performance of SRI investment funds. Thomas is fluent in German, Italian, English and Spanish.
As part of the advisory services team Trevor assists with client services, customer relationship management processes and research projects. Prior to joining Sustainalytics, Trevor worked in environmental consulting with The Carbon Accounting Company where he helped clients measure and reduce their carbon emissions. He gained an international perspective on the mining industry having worked for New Gold in Canada, Mexico and Australia. He also previously conducted macroeconomic research at the Canadian International Trade Tribunal.
Trevor holds an honours bachelor’s degree in Environment and Business, with a minor in Economics from the University of Waterloo.
Valentin conducts environmental, social and governance research on companies in the financials sector. Prior to joining Sustainalytics, Valentin worked at KfW Development Bank where he conducted competition analyses of major international development institutions and CO2 impact assessment of the bank’s projects in developing countries. Valentin studied Biology at the University of Bayreuth and competed a Master of Finance degree at the Frankfurt School of Finance & Management.
Valentin researches, analyses and rates the environmental, social, and governance impact of publicly traded and private companies in the diversified financials and IT sectors. Prior to joining Sustainalytics Valentin was at Pravda Capital (Carbon Warehouse), a brokerage boutique trading energy and carbon emissions. Valentin holds a Master of Science in Global Finance degree from The Hong Kong University of Science and Technology and NYU Stern School of Business.
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. He is currently working towards a master's degree in History of Arts.
William is involved in developing enhancements to Sustainalytics’ research platform. He pursued a career in software development because of the challenges offered by the field and the endless opportunities to learn something new.
William holds a degree in Computer Engineering from the Electrical Engineering and Information Technology Faculty of Oradea.
As senior business strategist, Winz works with the CEO to shape Sustainalytics’ strategic position as an industry leader in responsible investment and sustainability issues as they pertain to global financial markets.
Prior to joining Sustainalytics, Winz ran her own consulting firm with a focus on global competitiveness – long term and sustainable – for the financial services industry. She was seconded by Royal Bank of Canada Institutional Investor Services, as Global Head of Market and Product Strategy during their merger with Dexia (NL). Winz began her career at Ernst & Young's consulting practice, where she came to led the Canadian real estate group before moving to financial services consulting. She is currently the Chair of the Board of RESCo Lease, a renewables leasing company, and a member of Toronto French School’s Eco Council.
Winz holds a doctorate in governance (transaction cost and agency) from the University of Hannover, Germany in conjunction with University of Toronto, a business and economics degree (lic. oec. HSG) from the University of St. Gallen, Switzerland, and a Master in Architecture (M.Arch). Winz is LEED accredited (2009) and is a certified GRI trainer (2010). Winz has lived, studied and worked in Germany, Switzerland, Italy, France, England, Canada and the USA and is fluent in speech and writing in English, French, German and Italian.
Xin Yi conducts environmental, social and governance research on companies in the consumer discretionary and utilities sectors. Before joining Sustainalytics, Xin Yi completed a number of internships at legal, non-profit, government and international organisations. During her undergraduate studies, Xin Yi was also a teaching assistant for the module “Corporate Responsibility in the Global Era” in which she guided students in the analysis of case studies and assisted in designing course materials. Xin Yi has a Bachelor of Science degree in Economics from the Singapore Management University. She speaks fluent English and Mandarin.
In his role, Zachary helps clients utilize Sustainalytics’ full suite of products and services and advises them on the integration of environmental, social and governance (ESG) factors into their investment processes.
Prior to joining Sustainalytics, Zachary worked at Sentinel Investments as a member of the sustainable investment research team, where he was responsible for ensuring that all companies included in the Sustainable Core and Growth Opportunities funds fulfilled the necessary ESG criteria. He also previously worked in the marketing department of a hedge fund.
Zachary holds a bachelor’s degree in Political Science from New York University. He is a LEED Green Associate and has passed all three levels of the CFA program.