Sustainalytics is a global leader in ESG and Corporate Governance research and ratings. Over the last 25 years, we have brought together leading ESG research and client servicing professionals to retain that personal touch that has helped us to grow. Today, Sustainalytics supports hundreds of the world’s foremost investors who incorporate ESG and corporate governance insights into their investment processes.
We believe that it is imperative for the global economy to become more just and sustainable.
Our mission is to provide the insights required for investors and companies to make more informed decisions that lead to a more just and sustainable global economy.
- We have a positive impact on our world
- We embrace diverse perspectives
- We foster excellence through continuous collaboration
- We are adaptable and entrepreneurial
- We treat others as we like to be treated
Jantzi ResearchMichael Jantzi, currently Sustainalytics’ CEO, launches Jantzi Research to evaluate companies’ sustainability performance.
Triodos ResearchTriodos Bank, the world’s leading sustainability bank, sets up Triodos Reseach to conduct in depth research on companies’ sustainability performance.
ScorisScoris was founded as a joint venture of several European rating agencies with Axel Wilhelm being the founder, shareholder and managing director.
Jantzi Social IndexJantzi Research launches the Jantzi Social Index in partnership with Dow Jones Indexes and State Street Global Advisors.
SiRi GroupThe foundation of SiRi Group marks the beginning of a long and fruitful collaboration between Scoris (Germany), Jantzi Research and Triodos Research
Dutch Sustainability Research (DSR)Triodos Bank, FortisMeesPierson and PGGM found DSR as an independent spinoff of Triodos Research
Global Ethical Standard®GES International introduces the norms-based screening model Global Ethical Standard®
SiRi CompanySiRi members and DSR create SiRi Company, a for-profit entity, to expand consulting services and research activities
Online Client PlatformSiRi Company launches SiRi Pro, an innovative web-based ESG research and ratings tool
AIS Joins SiRi CompanyAnalistas Internacionales en Sostenibilidad (AIS) joins SiRi Company to promote ESG in Spain and support research activities in Spain, Portugal and Latin America
Engagement ForumGES International launched GES Engagement Forum, its client interface for active ownership
Global Compact Compliance ServiceDSR launches a service to help investors identify companies that breach, or risk breaching, the principles of the United Nations’ Global Compact.
GLOBE Awards - The Capital Markets Award for Sustainable Investment & BankingSustainalytics was recognized for its innovation in helping financial markets integrate environmental factors into investment and banking decisions.
Controversial Weapons RadarDSR launches a service that identifies companies’ involvement in controversial weapons
SustainalyticsSiRi Company is dissolved and Sustainalytics is born from a merger of DSR, Scoris and AIS
Jantzi Research & SustainalyticsCanada’s leading ESG research provider merges with Sustainalytics with Triodos Bank, MeesPierson, PGGM and Michael Jantzi as shareholders
First US OfficeSustainalytics opens its first office in the US (Boston)
Responsible ResearchResponsible Research is founded in Singapore to conduct ESG research on Asian and key emerging market companies
Country ESG Risk Research & RatingsSustainalytics launches Country ESG Risk Research & Ratings, a service to monitor country-level ESG risks and opportunities
IPE/TBLI: Best ESG Research HouseSustainalytics is recognized as the Best ESG Research House
Canadian SRI Lifetime Achievement AwardMichael Jantzi is awarded for his contribution to SRI in Canada
European ExpansionSustainalytics opens an office in Romania to support its research operation and an office in Paris and Copenhagen
STOXX: Global ESG Leaders IndexSTOXX launches the Global ESG Leaders Index family using data provided by Sustainalytics
NEWSWEEK: Green RankingsSustainalytics was selected as the research partner for NEWSWEEK’s Green Rankings, which look at the environmental policies, programs and disclosure of the 500 largest US and global companies
ESG Leaders AwardGES was named the Best ESG Consultancy/Research House at the IPE-TBLI Group ESG Leaders Awards ceremony.
Responsible Research & Share DimensionSustainalytics acquires Responsible Research, an award-winning sustainability research house based in Singapore, and Share Dimension a software firm in Romania
South American ExpansionSustainalytics hires a senior responsible investment advisor to advance the firm's business opportunities and brand awareness in South America
IRRI: Best RI Analysis Firm 2012The first-ever Independent Research in Responsible Investment (IRRI) Survey recognizes Sustainalytics as the best ESG research provider and awards three of the company’s staff members:
- Best Environmental & Social Analyst: Dayna Linley
- Best Corporate Governance Analyst: Laurence Loubieres
- Best Client Services/Sales Person: Darragh Gallant
IRRI: Best RI Analysis Firm 2013Investors recognize Sustainalytics as the best ESG research provider and awards two of its top staff members:
- Best Environmental & Social Analyst: Dayna Linley
- Best Client Services/Sales Person: Catalina Secreteanu
Access to MedicineSustainalytics selected to provide research data for the 2014 Access to Medicine Index
Global Compact 100The Global Compact 100 index marries corporate performance on ESG issues with a requirement of consistent base-line profitability
Additional European and US OfficesSustainalytics opens an office in the UK (London) and second offices in the US (New York) and Romania (Bucharest)
Bloomberg PartnershipSustainalytics’ ESG research assessments become available to Bloomberg Professional subscribers
IRRI: Best RI Analysis Firm 2014Investors recognize Sustainalytics as the best ESG research provider and our analysts take the majority of the top ten spots in the following categories: Best Analyst for SRI Research; Best Analyst for Corporate Governance Research; Best Client Service/Sales Representative
Corporate Access TripSustainalytics organizes ESG on the Ground, a one-week field trip to Asia where investors get the opportunity to visit companies and learn firsthand about ESG-related threats and opportunities
Stewardship and Risk EngagementGES launches two new services: Stewardship and Risk Engagement and Extended Business Conduct Engagement
Corporate Governance Research & RatingsSustainalytics’ launches Corporate Governance Research & Ratings that analyzes companies’ governance structures and practices through an investment lens
Carbon Solutions SuiteSustainalytics’ Carbon Solutions help investors to better understand their carbon exposure and provides them with the research solutions they need to implement low carbon mandates
ESG AnalyticsSustainalytics acquires ESG Analytics, a Zurich-based provider of web-based solutions designed to assist asset managers and owners analyze and manage ESG risks and opportunities
Global AccessSustainalytics launches Global Access, a new and improved online client interface portal.
IRRI SurveyGES International voted Best Engagement Service Provider in the 2015 IRRI Survey.
Morningstar Sustainability RatingsMorningstar launches the industry’s first ESG scores for global mutual and exchange traded funds with scores based on Sustainalytics’ ESG Research & Ratings
Glass Lewis PartnershipSustainalytics partners with Glass Lewis, the leading independent provider or global governance services, to integrate ESG factors directly into the proxy voting and engagement process
Australian OfficeSutainalytics opens an office in Sydney
25th Year AnniversarySustainalytics celebrates its 25th year anniversary
Japan officeSustainalytics opens an office in Tokyo
ESG Risk RatingsSustainalytics launches its next generation ESG Risk Ratings
ESG IndexesSustainalytics announces partnership with FTSE Russell to develop a series of ESG indexes
New AcquisitionSustainalytics strengthens its research capacity with the addition of analysts and other resources from Solaron Sustainability Services
New ESG Research ProductsLaunches several new products including the Carbon Risk Ratings, Sustainable Products Research, and the Human Rights Radar
Corporate Governance DataSustainalytics teams up with Glass Lewis to offer corporate governance raw data
GES InternationalSustainalytics acquires GES International, a leading provider of engagement, screening and fiduciary voting services to institutional investors. The acquisition combines Sustainalytics’ market leading ESG research and ratings with GES’ extensive engagement and screening services.
Embedding sustainability into our operations comes naturally to us. It’s part of our DNA and, of course, a smart way of doing business. Read more about our environmental policies in our Sustainability report Sustainable Momentum.
We strive to create a motivating, positive and supportive environment. Sustainalytics’ Corporate Values help guide and nurture this environment. Since 2013, Sustainalytics has been organizing Global Volunteer Day, an annual event that reinforces our values while building a strong global culture.
Sustainalytics has an independent chairman and two sub-committees to support the Board: The Audit & Risk Committee and the Remuneration & Employee Committee. Our Code of Conduct lays out the principles that guide employees’ behavior in the workplace
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.
Bob is responsible for managing the company’s executive team and working with the CEO to set the company’s strategic priorities.
EXECUTIVE VICE PRESIDENT
Cheryl leads Sustainalytics’ global marketing and communications in addition to working to identify, develop and execute strategic business initiatives worldwide.
EXECUTIVE VICE PRESIDENT
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.
EXECUTIVE VICE PRESIDENT
Hans-Ulrich oversees Sustainalytics’ product innovation and development, as well as selected strategic internal and client projects.
CHIEF FINANCIAL OFFICER
Jeremy is Sustainalytics’ CFO and bears overall responsibility for its global finance function.
EXECUTIVE VICE PRESIDENT
Marius leads the company’s ICT unit, bringing technology towards the core of our products.
EXECUTIVE VICE PRESIDENT
Nynke drives and manages Sustainalytics’ HR and Legal teams as well as overseeing the office operations.
EXECUTIVE VICE PRESIDENT
Simon bears overall responsibility for Sustainalytics’ research activities.
CHAIRMAN OF THE BOARD (TORONTO)
Alan Broadbent is Chairman and Founder of Maytree, and Chairman and CEO of Avana Capital Corporation.
Melissa Brown is currently a partner at Daobridge Capital, a China-focused private equity advisory firm.
Mike Musuraca is managing director of Blue Wolf Capital Management, a private equity firm specialized in mid-market companies.
Steven Smit is Head of Sustainability at Morningstar and CEO of Morningstar Benelux.
Dr. Hendrik Garz
EXECUTIVE DIRECTOR, ESG Ratings & Thematic Research
Hendrik heads the ESG rating and thematic research teams and oversees Sustainalytics’ Frankfurt office.
DIRECTOR, ESG Rating Products
Claudia is responsible for ESG Ratings and Controversies, including the ongoing development and improvement of our ratings framework and controversy indicators.
DIRECTOR, SECTOR RESEARCH
Dayna is one of the research directors responsible for overseeing Sustainalytics’ comprehensive ESG research and ratings.
DIRECTOR, THEMATIC RESEARCH
Doug manages Sustainalytics’ thematic research products, including ESG spotlights, sector reports and thematic notes.
Esther Hougee de Vet
EXECUTIVE DIRECTOR, RESEARCH PRODUCTS
Esther is responsible for Sustainalytics’ information intelligence.
EXECUTIVE DIRECTOR, research Operations
Gary manages Sustainalytics’ research operations and quality teams, with responsibility for our research planning, operational processes and research delivery.
Director, Product Strategy and Development
Irene is responsible for product portfolio management and communication, executing product innovation projects and implementing the stage-gate process.
DIRECTOR, PRODUCT STRATEGY & deVELOPMENT
Kevin helps investors incorporate ESG considerations into their investment policies, strategies and processes.
DIRECTOR, RESEARCH PRODUCTS
Rachel is responsible for strategic resource management within the company’s research team.
Wilco van Heteren
DIRECTOR, sector RESEARCH
Wilco leads the Enhanced Research team.
MANAGER, pRODUCT iNVOLVEMENT AND WEAPONS pRODUCTS
Anne is responsible for managing Sustainalytics’ Controversial Weapons Radar, Arms Trade and Product Involvement products.
mANAGER, SUSTAINABLE PRODUCTS RESEARCH & SUSTAINABLE DEVELOPMENT ANALYTICS
Megan is responsible for providing clients with the data, tools and analysis needed to fulfill impact and Sustainable Development Goals ambitions and mandates.
MANAGER, GLOBAL COMPACT COMPLIANCE SERVICE, COUNTRY INVOLVEMENT & HUMAN RIGHTS RADAR
Remco manages the Sustainalytics’ Controversy research, and the Global Compact Compliance Service, Country Involvement and Human Rights Radar products.
mANAGER, GREEN & SOCIAL bONDS
Trisha heads Sustainalytics’ Green & Social Bonds service in the Americas and Asia-Pacific.
DIRECTOR, Carbon Solutions AND Indexes
Vikram Puppala manages the Carbon Solutions and Sustainability Indexes offerings at Sustainalytics.
Alberto Serna Martin
LEAD Analyst, Extractives & Utilities RESEARCH
Alberto has over six years of experience researching and assessing the sustainability performance of energy companies.
LEAD Analyst, Financials & Real Estate RESEARCH
Angela is the industry lead for the financials sector, providing expertise on banks and diversified financial companies.
LEAD ANALYST, ASIA-PACIFIC RESEARCH
Masato analyzes and rates the ESG performance of Japanese companies, with a focus on those in the industrial and infrastructure sectors.
ASSOCIATE DIRECTOR, Technology Media & Telecommunications rESEARCH
Matthew oversees a team of analysts conducting research on the ESG performance of companies in the media and communications sectors.
DIRECTOR, SECTOR RESEARCH
Michelle manages a team of research analysts focused on analyzing the ESG performance of financial and real estate companies.
MANAGER, Consumer Goods Research
Roxana manages a team of analysts conducting research on company’s management of ESG issues in the Consumer Goods sector.
Silvana van Schaik
Manager, Healthcare & Chemicals RESEARCH
Silvana manages a team of analysts conducting research on the ESG performance of companies in the pharmaceuticals, healthcare and chemicals sectors.
Manager, Industrials & Infrastructure RESEARCH
Sonja manages the team of analysts focusing on equities in the industrials, infrastructure, transportation and commercial services sectors.
Associate Director, Research Products
Yumi leads the team covering ESG research and analysis in the APAC region.
HEAD OF DIGITAL INNOVATION
Arik is responsible for the development of Sustainalytics’ smart technologies – artificial intelligence, machine learning, information retrieval & extraction, and digital curation.
Product MANAGER, CLIENT SYSTEMS
Darragh oversees the development of Sustainalytics’ client facing systems as well as managing the Boston office.
Martijn van Schaik
Product MANAGER, Data Services
Martijn is leading the development of Sustainalytics’ Data Services and manages the teams responsible for data management, analytics and deliverables.
HEAD OF UX
Rommel leads the company’s UX team, where he is responsible for ensuring high impact design and consistency across products and services.
Dr Adriana Paula Popițiu
HEAD OF DATA MANAGEMENT
Adriana leads the data management team and is responsible for providing the Sustainalytics organization and its clients with high quality data, data analytics and data driven tools to support product development.
Amit de Leeuw
HEAD OF INFRASTRUCTURE & SECURITY
Amit oversees the company’s ICT infrastructure and information security.
HEAD OF BUSINESS INTELLIGENCE
Andrei is responsible for managing Sustainalytics’ customer relationship management and SharePoint platforms.
HEAD OF SOFTWARE DEVELOPMENT
Iulian leads the software development and software architecture teams, supporting them in building robust, industry-leading software solutions.
HEAD OF DATA DELIVERABLES
Liliana leads the data services team overseeing the provision of data deliverables to Sustainalytics’ clients.
Andrea van Dijk
Executive Director, CLIENT RELATIONS (EUROPE EX nORDICS)
Andrea leads the Client Relations team servicing institutional investor clients in Europe.
EXECUTIVE DIRECTOR, OPERATIONS & STRATEGY, CLIENT RELATIONS
Azadeh leads planning and implementation of strategic priorities for, and heads operational oversight of, Sustainalytics’ global Client Relations team.
EXECUTIVE DIRECTOR, CLIENT RELATIONS (REGIONAL MANAGING Director APAC & Asia)
Catalina works with investors in Asia and the Asia Pacific region.
Director, CLIENT RELATIONS (UK)
Cecilia leads the Client Relations team servicing institutional investor clients in the UK.
MANAGING Director, JAPAN
Loic oversees the Japan office, including all business development and client relations.
Director, CLIENT Relations (EUROPE)
Eimear oversees Sustainalytics’ business development for Europe.
Senior Director, client Relations (THE AMERICAS)
Gary oversees Sustainalytics’ business development and client relationships in Canada.
ASSOCIATE Director, CLIENT Relations (the Americas)
Kirsten works with clients in the Americas.
EXECUTIVE Director, client Relations (North America)
Sarah leads Sustainalytics’ business development activities for the Americas.
EXECUTIVE DIRECTOR, CLIENT RELATIONS (INDEXES & PARTNERSHIPS)
Shila Wattamwar oversees Sustainalytics’ Client Relations in the United States and is responsible for passive products and distribution channels.
Heather is heading up our Sustainable Finance Solutions business unit, focusing on green bonds and sustainable lending.
Ian leads sales and product management for the sustainable finance solutions team.
Hanna leads the Engagement Services department.
DIRECTOR, CORPORATE GOVERNANCE ENGAGEMENT
Josiane leads the Corporate Governance Engagement department.
ASSOCIATE DIRECTOR, ENGAGEMENT
Paulina supports the Engagement Director in implementing the overall engagement strategy.
ASSOCIATE DIRECTOR, ENGAGEMENT
Tytti is responsible for Sustainalytics’ Stewardship and Risk Engagement.
Morningstar launched the industry’s first ESG scores for mutual and exchange-traded funds based on Sustainalytics’ ESG research as well as creating a series of sustainability indexes.
Glass Lewis introduced an ESG profile page in their proxy papers that is based on Sustainalytics’ research . The ultimate aim is to fully integrate our research into Viewpoint®, Glass Lewis’ proxy research and vote management platform.
In 2011, STOXX introduced the STOXX Global ESG Leaders indexes. Based on research data provided by Sustainalytics, the new family of indexes set the standard for transparency and comprehensiveness in the ESG indexing space at that time.
In 2018, FTSE Russell and Sustainalytics announces a strategic partnership in which Sustainalytics’ ESG Risk Ratings will be used to develop a range of ESG indexes based on the Russell 1000, 2000 and 3000 indexes.
RESEARCH AND MEDIA PARTNERSHIPS
Harvard Business Review chose Sustainalytics to provide the research data needed to compile its list of the World’s 100 Best-Performing CEOs
Sustainalytics partnered with Ceres to produce a series of reports assessing US companies’ progress with regards to the Ceres Roadmap for Sustainability. Download the reports here: Gaining Ground: Corporate Progress on the Ceres Roadmap for Sustainability
IRRI Award for Best RI Analysis Firm
Sustainalytics was consistently voted as one of the best independent RI research firms and won the award three times since 2012.
The Farsight Award identifies the best individual piece of analysis that integrates ESG research into traditional financial analysis. Sustainalytics won the award in 2015 for Banks – Like a Phoenix from the Ashes, in 2012 for The Future of Fish in Asia, and in 2017 for Water Scarcity: Will Investors be Left High and Dry?
TBLI Award for Best ESG Research House
Sustainalytics was named the best ESG Research House at the TBLI Conference in London in 2010.
GLOBE Awards for Sustainable Investment & Banking
In 2006, Sustainalytics was recognized for its innovation in helping financial markets integrate environmental factors into investment and banking decisions.
Sustainable and Responsible Capital Markets Awards
The Sustainable and Responsible Capital Market Awards are the results of an extensive market poll in which issuers, investors, investment banks and other market participants choose the most innovative deals and most creative players. In 2017 and 2018, Sustainalytics was voted the Most Impressive Second Opinion Provider.
Sustainable Finance Awards
Sustainalytics was awarded a Special Mention Sustainable Finance Award by The Research Institute for Environmental Finance (RIEF) Japan. Sustainalytics received this honor for its significant contribution to the growth of the Japanese Green Bond Market and for providing second-party opinions for several green and sustainability bonds issued in Japan.
Green Bond Pioneer Awards
Presented by the Climate Bonds Initiative, Sustainalytics was recognized as the Largest External Reviewer. The Green Bond Pioneer Awards recognize international leadership in green finance, showcasing the organizations, financial institutions, government bodies and individuals who have led the development of green finance and green bond markets in the past year.
Signatory United Nations Principles for Responsible Investment
International Corporate Governance Network
Pacific Pension and Investment Institute
American Chamber of Commerce in Romania (AmCham)
Danish Social Investment Forum
Dutch Association for Investors for Sustainable Development
European Sustainable Investment Forum
Forum pour l’investissement responsable (French Sustainable Investment Forum)
Forum Nachhaltige Geldanlagen (German Sustainable Investment Forum)
Norwegian Forum for Sustainable and Responsible Investment
Spanish Social Investment Forum
Sustainable Nation (Ireland)
UK Sustainable Investment and Finance Association
US SIF: The Forum for Sustainable and Responsible Investment
Responsible Investment Association
Council of Institutional Investors
Boston Area Sustainable Consortium (BASIC)
Responsible Investment Association Australasia
Women in Super