Liontrust SF Managed Funds Sales Aid - Flipbook - Page 6
Meet the team
Peter Michaelis, Simon Clements and Stuart Steven are lead
managers of the 13-strong Liontrust Sustainable Investment team,
which has a total of close to 200 years of combined experience.
The team moved to Liontrust from Alliance Trust Investments (ATI) in
April 2017.
From 2005, Peter was Head of Sustainable and Responsible
Investment at Aviva Investors, which he joined in 2001. He was also
Head of Investments at ATI.
Simon Clements also transferred to Liontrust in 2017 having spent
five years at ATI. Prior to this, Simon spent 12 years at Aviva Investors
(previously Morley Fund Management) where, most recently, he was
Head of Global Equities.
Stuart Steven is lead manager of the bond funds in which the
SF managed funds invest. He also moved to Liontrust from ATI in
2017 and was previously investment director at Scottish Widows
Investment Partnership.
The team also consults an external Advisory Committee, which
comprises industry experts in Sustainability. The committee’s role is
to continually assess and challenge the team and offer guidance on
evolving issues within sustainability.
Liontrust Advisory Committee
Jonathon Porritt is Founder Director of Forum for the
Future, the UK’s leading sustainable development charity.
Tim Jackson is Professor of Sustainable Development at
the University of Surrey and Director of the Centre for the
Understanding of Sustainable Prosperity (CUSP).
Sophia Tickell is Non-executive Director of Liontrust and
Co-founder and Director of Meteos.
Peter Michaelis
Valborg Lie is Founding Director of Borg Consulting,
which advises investors on the development and
implementation of RI policies and practices, including
stewardship activities and ESG integration.
Tony Greenham is Executive Director of South West
Mutual, which is seeking to establish a customer-owned
regional bank for SMEs and residents of Cornwall,
Devon, Somerset and Dorset.
Simon Clements
Stuart Steven