Sawan joined the Evenlode Investment team in 2017 after having previously worked as a Governance Analyst at Schroders and a Proxy Voting Analyst at Hermes EOS. He is responsible for overseeing the integration of Environmental, Social and Governance (ESG) factors into our investment process and managing Evenlode’s voting and engagement activities. Through Evenlode's Foundation Programme, he is also responsible for encouraging better stewardship across the economy through our philanthropic, charitable giving and community-based activites.
- Bachelors of Commerce specialising in Finance, Flinders University
- CFA in ESG Investing
- 7 years13 years
Bethan Rose joined Evenlode in 2018 as an Investment Analyst.
Bethan graduated from the University of Exeter with a BSc in Economics. She has gained the Investment Management Certificate and the CFA Institute Certificate in ESG investing. She has also passed the CFA Level 1 exam and is currently working towards the CFA UK Certificate in Climate and Investing.
- BSc in Economics, University of Exeter
- IMC, CFA in ESG investing
- 6 years6 years
Rebekah Nash joined Evenlode in 2022 as a Governance Analyst. She previously worked as a programme manager in the VC and impact space with a focus on clean tech and the reduction of carbon emissions through innovation. Rebekah graduated from Cambridge University with a MPhil in Theology in 2021 and she has a BA (Hons) in Theology from the University of Bristol.
- MPhil in Theology, Cambridge UniversityBA (Hons) in Theology, University of Bristol
- 2 years
Lily Postlethwaite joined Evenlode in 2023 as a Stewardship Analyst. She previously worked for 5 years at Whitley Asset Management, most recently as an Investment Manager. Lily graduated from King's College London with a BA in English Language & Linguistics. She holds the Investment Management Certificate, the CFA Institute Certificate in ESG investing and has also passed the CFA Level 1 exam.
Fund ESG Rating
Data as at 31 July 2024. Based on 100.0% of AUM. MSCI ESG Fund ratings are intended to measure the resilience of funds to long-term risks and opportunities arising from environmental, social and governance issues.
Ratings as at 30 June 2024. Based on 100.0% of AUM. The Morningstar® Sustainability RatingTM is intended to measure how well the issuing companies of the securities within a fund's portfolio holdings are managing their environmental, social, and governance risks and opportunities relative to the fund's Morningstar Global Category peers.
Ratings as at 30 June 2024. Based on 98.8% of AUM. The Morningstar® Low Carbon DesignationTM is intended to allow investors to easily identify low-carbon funds across the global universe. The designation is an indicator that the companies held in a portfolio are in general alignment with the transition to a low-carbon economy.