As head of ESG, Colleen – who brings significant ESG, investment and leadership experience and will advance the firm’s well-established ESG initiatives, support sustainability efforts as part of Loomis Sayles’ own governance, ensure investment teams have access to ESG data and research, and help to provide solutions for our clients’ increasing ESG needs.
What is the Collen’s new role entail?
Together with the firm’s dedicated ESG team, Colleen will:
- Work across the entire firm to refine ESG priorities, goals, metrics and criteria, as well as maintaining alignment with the ever-evolving regulatory requirements for ESG
- Partner with investment teams to identify how environmental, social and governance (ESG) considerations may be further incorporated into their investment processes and to determine areas of engagement with companies in which they invest
- Collaborate with industry groups to foster best investment management practices
- Communicate Loomis Sayles’ approach to sustainability and ESG to stakeholders
Colleen will oversee the existing firm-wide environmental, social and governance (ESG) committee structure to provide strategic support to Loomis Sayles’ investment teams, conduct internal education and serve as a thought leader on material sustainability issues.
What are the executives’ thoughts on her appointment?
“Prioritizing ESG and sustainability – which meaningfully impact the global economy, the financial markets and society at large – is a matter of fiduciary responsibility and good stewardship of clients’ capital,” said Kevin Charleston, chief executive officer.
“We are fortunate to have a professional of Colleen’s caliber guiding the next phase of the firm’s commitment to integrating ESG considerations into our investment processes as we seek to create long-term value for our clients,” Charleston further commented.
“Good governance and sustainable business practices are inherent factors in our decision as investors who seek to deliver a long-term, risk-adjusted returns to our clients. Colleen’s expertise is an asset as we strive to leverage ESG insights and data in our processes and to design products consistent with clients’ ESG objectives,” said David Waldman, CIO.
What is Collen’s industry expertise?
Over her 35 years in the asset management industry, Colleen has held a number of investment and ESG leadership roles. She began her career at Calvert Asset Management, an early leader in responsible investing, where she was an ESG portfolio manager and analyst.
Colleen went on to leadership roles at Janus Henderson, as Global Head of Fixed Income Strategy, and American Century Investments, as a senior Portfolio Manager and Head of Money Markets. She then served as CIO of First Affirmative Financial Network, a sustainable investment focused RIA, and president of its industry-leading SRI Conference.