Liontrust Sustainable Investment Annual Review 2021 - International - Report - Page 7
Meet the team
We have a 14-strong Sustainable Investment team (plus a specialist
governance and stewardship manager) that has been managing
funds in this way for nearly 20 years. The team comprises experienced
investors and younger talent who have joined more recently.
an investment decision. Because of this approach, our team engages
with companies across a broad range of issues relating to stages
in our process, including screening criteria, sustainable investment
themes and company-specific ESG issues.
A key differentiator for us is the fact that all the sustainable elements
are integrated within a single team. We do not have separate fund
management and ESG divisions, for example. Instead, every team
member is responsible for all aspects of financial and ESG relating to
We also have a five-strong external Advisory Committee to provide
another layer of expertise in key areas of social and environmental
impact: Jonathon Porritt, Sophia Tickell, Tony Greenham, Tim Jackson
and Valborg Lie.
Equities
Peter Michaelis
Head of Sustainable Investment team
-- Improving the efficiency of energy use
-- Enhancing digital security
-- MA in physics from Oxford University
-- MSc in Energy & Environmental
Engineering from Sussex University
-- PhD in Environmental Economics from
the University of Surrey
-- 20 years / 19 years
Theme and other responsibility
Academic background
Simon Clements
Investment Manager
Industry tenure / Team tenure
Neil Brown
Investment Manager
-- Improving the management of water
-- Improving industrial and
agricultural processes
-- Building better cities
-- Making transportation more efficient
-- Improving auto safety
-- BSc in Economics from the University of
Newcastle, Australia
-- Graduate Diploma in Applied Finance
& Investment from Securities Institute
of Australia
-- CFA Charterholder
-- BA in Economics from
Manchester University
-- MSc in Development Economics from
SOAS London
-- 18 years / 12 years
-- 24 years / 11 years
Mike Appleby
Investment Manager
Harriet Parker
Investment Manager
Laurie Don
Investment Manager
-- Increasing waste treatment
and recycling
-- Increasing electricity generation
from renewable sources
-- Business development
-- Connecting people
-- Leading engagement activities
-- Providing affordable healthcare globally
-- Enabling innovation in healthcare
-- BSc in Economics & Management from
the University of Bristol
-- BSc (Hons) in Computer Science from
Durham University
-- CFA Charterholder
-- BSc (Hons) in Biological Sciences
from the University of Edinburgh
-- MSc in Environmental Management
from Imperial College London
-- 16 years / 16 years
-- 12 years / 5 years
-- 20 years / 16 years
Liontrust Sustainable Investment: Annual Review 2019 - 7
