Who We Are

Our Team

Our team has experience, expertise and ambition. Many members of the team are key pioneers in the evolution of sustainable investment and the green bond market. What we all share in common is investment expertise and a passion for making an impact. As an independent, employee-owned investment firm, our partners have a unique commitment to our organisation, clients and vision.

Steph Anthony

Analyst

Client Engagement

3 years’ experience
  • Investment Analyst, Seven Investment Management
  • BA (Hons) History, University of Oxford

Maria De Filippo

Partner

Verification & Impact

15 years’ experience
  • Operational Process Manager, UniCredit Group (Munich)
  • Client Relations Manager, BNY Mellon Asset Management
  • MSc Anthropology and Development Management, London School of Economics
Justin Eeles

Partner

Portfolio Management

33 year’s experience
  • Senior Fixed Income Portfolio Manager, Nikko Asset Management Europe
  • Global Fixed Income Fund Manager, Norwich Union
  • Lead PM for the world’s first green bond fund
  • BSc Pure Maths, University of Warwick

Tess Evans-Rong

Partner

Verification & Impact

9 years’ experience
  • Manager of Market and Data Analysis team, Climate Bonds Initiative
  • Associate for Corporate Governance and Responsible Investment, BlackRock
  • BA (Hons) Economics and Economics History, University of York
Stephen Fitzgerald

Managing Partner

Management Team

34 years’ experience
  • Head of Goldman Sachs Asset Management International
  • CIO International Fixed Income and Currency, GSAM
  • Former Member of Australian Future Fund’s Board of Guardians
  • Member of NSW Expert Panel on Social Impact Bonds
  • BSc Economics, University of New England, Australia
Jonny Giles

Partner

Portfolio Management

3 years’ experience
  • Investment Analyst, Fifty Two Group
  • Professional football player at Oxford United
  • Bsc Physics, Durham University

Katie House

Analyst 

Verification & Impact

6 years’ experience
  • Senior Research Analyst for the Climate Bonds Standard team, Climate Bonds Initiative
  • Msc Environmental Technology, Imperial College London
  • BSc (Hons) Geography, University of Bristol
Sarah Jones

Executive Assistant

17 years’ experience
  • EA to Head of Corporate and Investment Banking Australia/NZ, Citi
  • EA to MD, Caliburn Partnership, Australia
  • Board experience with QBE, Great Barrier Reef Foundation, NSW Treasury, The Future Fund (Australia’s Sovereign Wealth Fund)

Alya Kayal

Partner
Verification & Impact
26 years’ experience
  • Director of Policy and Programs, US SIF
  • VP Sustainability Research, Calvert Investments
  • Researcher, US Dept of Labor
  • JD, University of Minnesota Law School
  • Member of Bar of District of Columbia, USA
Stuart Kinnersley

Managing Partner

Management Team

34 years’ experience
  • Chief Investment Officer and CEO, Nikko Asset Management Europe
  • Managing Director, LTCB Foreign (F&C)
  • Fixed Income Economist, ANZ
  • Created world’s first green bond fund in conjunction with World Bank in 2010
  • BSc Economics (First Class Honours)
Bhavin Limbachia

Business Analyst

Operations & Technology

8 years’ experience
  • Lead Business Analyst, Regulatory Technology, Goldman Sachs Asset Management
  • Business Analyst, Global Equity Derivatives, Deutsche Bank
  • BA Hons Economics, Manchester Metropolitan University
Sarah Martin

Marketing Support

Client Engagement

25 years’ experience
  • Freelance journalist, editor and content writer
  • EA to CEO, Goldman Sachs Australia
  • EA to Global Head of Credit Derivatives, Goldman Sachs International
  • PA to Global Head of Government Bond Trading, Lehman Brothers
Judith Moore

Partner

Verification & Impact

32 years’ experience
  • Head of World Bank Corporate Responsibility team
  • Tracked/assessed environmental impact of World Bank’s activities
  • Originated eligibility criteria for Green Bonds at the World Bank
  • PhD in Regional Planning from MIT
  • MSc in Forest Science, Yale
Andrew Roffey

Partner

Credit

42 years’ experience
  • Senior European Equities and Credit Portfolio Manager, Nikko Asset Management
  • Set up and managed European High Yield Corporate Bond Fund
  • Member of Global Investment Committee
  • Senior Portfolio Manager, Norwich Union (now Aviva Investors)
Michelle Smith

Partner

Operations

32 years’ experience
  • Qualified Chartered Accountant, Ernst & Young
  • European Head of Operations, Goldman Sachs Asset Management
  • Non-Executive Directorships
  • Master of Commerce, Economics and Accounting (Hons), University of Canterbury, New Zealand
Chad Spitler

Consultant

Client Engagement

17 years’ experience
  • Senior Advisor, CamberView Partners
  • Managing Director & COO, Corporate Governance and Responsible Investment, BlackRock
  • Senior Market Research Analyst, Franklin Templeton Group
  • Member of the Broadridge Steering Committee, the International Corporate Governance Network (ICGN) and the National Association of Corporate Directors (NACD)
Kate Temby

Partner

Client Engagement

29 years’ experience
  • Co-head of Asia Pacific Institutional Sales, Goldman Sachs Asset Management
  • Research Sales, Goldman Sachs JBWere (NY)
  • Financial Risk Consultant, PWC (Melbourne/Toronto)
  • Bachelor of Commerce, Monash University Australia
  • Australian Institute of Company Directors graduate

Lisa Wong

Partner

Verification & Impact

10 years’ experience
  • Sustainable Investment Specialist, Nikko Asset Management Europe (covering green bonds and emerging markets)
  • Inclusive Finance Group, Citi
  • MPA from LSE & Columbia University
  • World Economic Forum Global Shaper
Jennifer Youde

Partner

Portfolio Management

38 years’ experience
  • Managing Director, Global Fixed Income & Currency team at Goldman Sachs Asset Management
  • Senior Director, Marketable Securities Division at CIN Management Ltd
  • MA Engineering Science and Economics, Oxford
  • Investment Management Programme, London Business School

Ankit Agrawal

Senior Analyst 

Credit

6 years’ experience
  • Proficient In Financial model and final-form opinionated coverage initiation notes
  • Sector expertise includes banks, sovereigns and supranationals
  • Experience in stress testing of banks to ascertain capital availability and solvency
  • MBA and BBA, Finance

Sharmi Basu

Senior Analyst

Credit

6 years’ experience
  • Expert in credit model building, ESG analysis and final-form coverage initiation notes
  • Sector expertise includes TMT, consumer services, automobile and retail
  • Adept in company ratings and bond recommendations through relative valuation
  • MS, Business
  • MBA and BBA, Finance