Liontrust Sustainable Future Funds - Annual Review 2019 - Page 8



Equities (continued)
Governance and Stewardship
-- AGM voting and policy
-- PRI reporting
*Sinead works closely with the Sustainable
Team but supports other Liontrust teams on
governance & stewardship issues
-- BA (Hons) in Business Studies Dublin
Business School and IMC
Martyn Jones
Investment Manager
Chris Foster
Investment Manager
Mingming Huang
Portfolio Manager Assistant
-- Increasing financial resilience
-- Insuring a sustainable economy
-- Saving for the future
-- Delivering healthier foods
-- Enabling healthier lifestyles
-- Providing education
-- Analytical support for thematic analysis
and engagement
-- MA in Management from The
University of Glasgow
-- CFA Charterholder
-- MA in Economics and Mathematics
from the University of Edinburgh
-- CFA Charterholder
-- 8 years / 6 years
-- 7 years / 5 years
-- BSc Mathematics with Business
Management from Queen Mary
University of London
Sinead Lennon*
Governance & Stewardship Manager
-- 7 years / 7 years
Advisory committee
Our sustainable investment team employs the services of an Advisory Committee which provides guidance and expertise in key areas of
social and environmental impact.
-- Joined June 2019
Fixed Income
Stuart Steven
Head of Fixed Income
Kenny Watson
Investment Manager
-- Portfolio construction
-- Banks
Aitken Ross
Investment Manager
-- Credit positioning and high yield
-- Utilities, retail, household goods, travel
and leisure
-- BA in Accountancy from
Stirling University
-- MSc in Investment Analysis
-- BA in Accounting and Economics from
the University of Strathclyde
-- Chartered Accountant
-- 26 years / 10 years
-- Interest rates
-- Insurance and financial services
-- BSc in Accountancy and Finance from
Dundee University
-- MA in International Financial Analysis
from Newcastle University
-- CFA Charterholder
Sophie Tickell is Co-founder and Director
of Meteos, a non-profit company, which
runs senior dialogues, focused on finance,
health and the environment. She is the author
of ‘Banking on Trust’, ‘Vital Connections:
Science, Society and Sustaining Health’,
the EnergyFutures report, and the
PharmaFutures (www.pharmafutures.org)
series. Sophia was previously Chair of the
Board at SustainAbility Ltd and led Oxfam’s
policy work on the private sector. Sophia
is also Non-Executive Director of Liontrust
Asset Management.
Tony Greenham is Director of Economy,
Enterprise and Manufacturing at the RSA
(Royal Society of Arts, Manufactures and
Commerce), where he leads a programme
of policy research into the future of work,
social impacts of technology, green industrial
strategy and economic democracy. He is
a former corporate stockbroker and has
written extensively on financial sector reform
including the undergraduate economics
textbook ‘Where Does Money Come From?’
Tim Jackson is Professor of Sustainable
Development at the University of Surrey and
Director of the Centre for the Understanding
of Sustainable Prosperity (CUSP). From 2004
to 2011, he was Economics Commissioner
on the UK Sustainable Development
Commission, where his work culminated in
the publication of the controversial bestseller
‘Prosperity without Growth’ – economics for
a finite planet.
Valborg Lie is Stewardship Manager at
LGPS Central, responsible for bespoke
engagement and voting services to support
investment objectives. She has a wealth
of experience, working on responsible
investment (RI) issues over the last 15 years.
From 2005 to 2013, she worked as
Head of RI within the Norwegian Ministry
of Finance, overseeing the management
of the Norwegian Government Pension
Fund Global (GPFG), one of the biggest
sovereign wealth funds globally. Valborg
leverages an extensive network of
institutional investors and SWFs globally to
help promote and build RI best practices.
Jonathon Porritt is Founder Director of Forum
for the Future, the UK’s leading sustainable
development charity. His book, ‘The World
We Made’, seeks to inspire people about
the prospects of a sustainable world in 2050.
He is also Chancellor of Keele University
and President of The Conservation Volunteers
and former Chair of the UK Sustainable
Development Commission.
-- 23 years / 6 years
-- 10 years / 8 years
Jack Willis
Assistant Investment Manager
Hannah Jones
Portfolio Manager Assistant
-- Credit positioning
-- Telecoms, property, healthcare,
industrials, chemicals
-- Sustainability analysis and portfolio
administration
-- Studying for the IMC
-- BSc in Mathematics with Finance from
the University of Leeds
-- MSc in Finance and Investment from
the University of Leeds
-- CFA Charterholder
-- 6 years / 4 years
8 - Liontrust Sustainable Investment: Annual Review 2019
-- 5 years / 3 years
Theme and other responsibility
Academic background
Industry tenure / Team tenure
Liontrust Sustainable Investment: Annual Review 2019 - 9

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