Sustainable Investment Report

Rebecca joined Gresham House in July 2020 in the newly created role of Director, Sustainable Investment.

Previously, Rebecca worked as an ESG Strategist at Univest where she was responsible for setting a leading sustainability framework across Univest’s investment approach, as well as setting their sustainability objectives for the next five years. Prior to this, she worked at Hymans Robertson as an Investment Consultant and Responsible Investment (RI) adviser where she designed and developed their client RI proposition whilst working closely with a range of clients to enhance their approaches to RI and ESG.

Rebecca was shortlisted for the Professional Pensions 2019 Rising Star Adviser of the Year award for her work in sustainable investment and has raised awareness of sustainable investing by regularly speaking at industry events and writing a number of thought leadership pieces on this topic.

Rebecca holds a BSc in Mathematics with Economics from the University of Exeter, is a qualified actuary and has completed the Investment Management Certificate.

James joined Gresham House in May 2024 as Sustainable Investment Manager.

Before joining Gresham House, James worked at Jupiter Asset Management as an ESG analyst within the ESG Research & Integration team where he supported investment managers in embedding ESG into investment processes. His work primarily focused on, climate risk, biodiversity, human rights, and human capital as well as stewardship activities including engagement with investee companies, proxy voting and ensuring good governance. James supported the implementation of new sustainability related regulation and disclosure in addition to policy writing and report writing.

Prior to this, James worked within PwC’s Sustainability & Climate Change team for nearly 3 years on a variety of projects primarily specialising in ESG strategy for large corporates and Private Equity firms as well as corporate security strategy and health & safety. He spent time managing digital transformations and operational excellence productivity improvements for clients globally whilst supporting other areas of the firm on risk assurance and deals.

James holds a BA (Hons) in Anthropology and African Studies from the University of Birmingham, CFA certificate in ESG Investing, Certificate in Sustainable Business Strategy and NEBOSH International General Certificate in Occupational Health & Safety.

Maddie joined Gresham House in December 2023 as a Sustainable Investment Analyst.

Before joining Gresham House, Maddie worked at Lombard Odier as a Quantitative Analyst within the Sustainable Investment Research team. Her work was focused primarily on physical risk modelling but also included assessing companies against sustainability criteria and most recently researching investable opportunities within nature including carbon credits and nature-based solutions. Prior to this, Maddie worked at Atkins Realis as a geospatial analyst, conducting analysis for environmental impact assessments of engineering projects.

Maddie holds and MSc in Geospatial Science and Remote Sensing and a first-class degree in Environmental Science, both from the University of Southampton.