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 Advisor 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.

Rosie joined Gresham House as Sustainable Investment Manager in September 2021.

Prior to joining Gresham House, Rosie worked as an ESG Analyst for the European Equities team at Aberdeen Standard Investments where she was responsible for leading the team’s ESG analysis, corporate engagement activities and the integration of ESG into investment processes. Rosie also co-managed an ethical investment fund.

Rosie has 6 years of experience in the industry and is a CFA charter holder. Other professional qualifications include the University of Cambridge Institute for Sustainability Leadership’s Sustainable Finance Certificate and the Investment Management Certificate.

Rosie has been involved in several mentoring activities including the Big Issue Invest program Power Up Scotland where she acted as lead mentor for a social enterprise seeking funding. She was also a mentor as part of SEO London’s HerCapital programme which promotes access for women from diverse backgrounds to the financial services sector.

Jonathan joined Gresham House as Sustainable Investment Manager in August 2021.

Before joining Gresham House, Jonathan worked at Morgan Stanley for six years, most recently as a research analyst within the Sustainability Research team ranked number one for SRI research in the 2020 European Institutional Investor survey. His primary areas of focus included cross-sector sustainability research and European sustainable finance regulation, as well as working closely with the firm’s institutional clients on incorporating ESG into their investment processes.

Prior to this Jonathan worked as a stock-covering analyst in Morgan Stanley’s Property Research team with particular focus on pan-European industrial and logistics property. He started his career as a European equity trader.

Jonathan holds a first-class degree in English Literature from the University of Bristol and is a CFA charter holder.