Phineas Glover has taken the position of Senior Adviser, Investor Engagement at the recently convened UK Investor Forum, the body charged with improving investor-corporate dialogue in the UK, as recommended by the Kay Review. Glover has held the same title with the UK Investment Management Association (IMA), one of the UK investor trade bodies that make up the new Forum, since June this year. He joined the IMA from the Association of British Insurers where he was a Policy Adviser, Investor Engagement.
Mason Willoughby-Thomas has been named as a portfolio manager for fund firm Australian Ethical’s A$277m (€191.6m) Australian Ethical Larger Companies Trust, according to the Financial Standard. He has been an analyst at the firm for two years, having previously been at ING Investment Management as a senior equity analyst.
Sue Applegarth has been appointed chief executive of SAUL Trustee Company, the trustee and administrator of the Superannuation Arrangements of the University of London (SAUL). Currently Chairman at Ensign Pensions Administration, she will start her new role at the £1.9bn (€2.4bn) investor in November 2014 – taking over from industry veteran Penny Green who is retiring. Link
Sally Bridgeland has become the newest, and first female member, of the 300 Club, the independent group of leading investment professionals founded by Hermes Fund Managers’ CEO Saker Nusseibeh. Bridgeland, the former CEO at BP Pension Trustees Ltd. and former investment consultant, is founder of the Executive Shift charity. From October she will take on an additional role as senior adviser to governance consultancy Avida International.
Thomas Thune Andersen has been elected as the new chairman of DONG Energy, the Danish company that is a leader in renewable energy. He takes over from acting Chairman Benny Loft, who will continue as a member of DONG’s board and as Chairman of the Audit and Risk Committee. Thune, chairman of Lloyd’s Register Group, had to relinquish his seat on the board at DONG’s competitor SSE.Julian Crawford, Director of Australia-based consultants EcoSTEPS, has been elected as the new president of the International Society of Sustainability Professionals (ISSP), the professional association. Marilyn Johnson, Director of Corporate Sustainability for IHS, Seattle, is the new Vice President while Graham Russell, Principal of TruPoint Advisors, becomes Treasurer. There are five additions to the board. They are: Sarah Beaubien, Director of Sustainability at Farmer Bros.; Paul Brown, Visiting Professor, Patel College of Global Sustainability at University of South Florida; Sarah E. Lewis, Managing Director of Research and Integration, The Sustainability Consortium; Tad Radzinski, President, Sustainable Solutions Corp. & Chief Certification Officer, GreenCircle Certified; and Jeff Yorzyk, Senior Program Manager, Cardno Asset Management Group. Announcement
Désirée Lucchese has left Inflection Point Capital Management, the asset manager founded by Innovest founder Matthew Kiernan. She was Sustainability Analyst and Operations Coordinator at IPCM, which in December 2013 signed a joint venture to start advising on US$1bn in assets on behalf of La Française, the Paris-based funds house.
Caroline Escott, former Head of Government Relations at the UK Sustainable Investment and Finance Association (UKSIF), has joined financial public relation specialists Hume Brophy as senior account manager. Her new role will have a focus on sustainable and long-term investment and finance.
Daniel Gussmann has been named Head of Allocation & Strategy at Axa Winterthur, the Swiss insurer which has CHF88bn (€72.5bn) in assets. He replaces Jeremy Klein, who left the company in late July after working there eight years, the last four as Head of Allocation & Strategy. Axa Winterthur said that for the past year, Gussmann had been involved in a work group regarding responsible investing organised by parent firm Axa in Paris. Before joining Axa Winterthur in June 2012, Gussmann worked for Axa’s German unit in Cologne.