Liontrust Sustainable Investment Annual Review 2022 - Flipbook - Page 7
Meet the team
We have a 17-strong team that has been managing the Sustainable
Future (SF) funds for more than 22 years, with a mix of experience
and youth. This includes four graduates who joined in 2021.
A key differentiator is the fact all the sustainable elements are
fully integrated within a single team. We do not have separate
fund management and ESG divisions, for example. Instead, every
member is responsible for all aspects of financial and ESG analysis
relating to an investment decision. Because of this approach, our
team engages with companies across a broad range of issues
Equities
Peter Michaelis
Head of Sustainable Investment team
relating to different stages in our investment process, including
screening criteria, sustainable themes and company-specific
ESG issues (details of which can be found throughout this Annual
Review).
The team, which has an average of 17 years of industry experience,
is headed by Peter Michaelis. We also have a four-strong external
Advisory Committee to provide another layer of expertise in key
areas of social and environmental impact: Tony Greenham, Tim
Jackson, Valborg Lie and Ivana Gazibara.
Theme and other responsibility
Academic background
Simon Clements
Investment Manager
Industry tenure / Team tenure
Mike Appleby
Investment Manager
- Better monitoring of supply chains and
quality control
- Building better cities
- Enhancing digital security
- Improving the efficiency of energy use
- Improving the management of water
- Improving the resource efficiency of
industrial and agricultural processes
- Making transportation more efficient
or safer
- Delivering a circular materials economy
- Increasing electricity generation from
renewable sources
- Business development
- MA in Physics from Oxford University
- MSc in Energy & Environmental
Engineering from Sussex University
- PhD in Environmental Economics from
the University of Surrey
- BSc in Economics from the University of
Newcastle, Australia
- Graduate Diploma in Applied Finance
& Investment from Securities Institute of
Australia
- CFA Charterholder
- BSc (Hons) in Biological Sciences
from the University of Edinburgh
- MSc in Environmental Management
from Imperial College London
- 23 years / 19 years
- 23 years / 22 years
- 27 years / 14 years
Harriet Parker
Investment Manager
Laurie Don
Investment Manager
Martyn Jones
Investment Manager
- Connecting people
- Leading engagement activities
- Enabling innovation in healthcare
- Providing affordable healthcare
- BSc in Economics & Management from
the University of Bristol
- BSc (Hons) in Computer Science from
Durham University
- CFA Charterholder
- 19 years / 19 years
- 15 years / 8 years
-
Delivering healthier foods
Enabling healthier lifestyles
Encouraging sustainable leisure
Providing education
- MA in Management from The
University of Glasgow
- CFA Charterholder
- MSt in Sustainability from the University
of Cambridge
- 11 years / 9 years
Liontrust Sustainable Investment: Annual Review 2022 - 7