Fund Name SRI Style Product Region Asset Type Launch Date
Standard Life abrdn Ethical Corporate Bond Pn (ASI) Ethical Pension UK Fixed Interest 11/03/13

Objectives

Fund Size: £6.34m

As at: 31/12/23

ISIN: GB00B98Y1Z84, GB00B9938W06

Sustainable, Responsible &/or ESG Overview

This Pension product is linked to the "abrdn Ethical Corporate Bond"  fund. The following information refers to the primary (OIEC) fund.

 

Awaiting update from fund manager - fund last updated June 2020

 

We recognise that the world faces significant environmental and social challenges. We run a number of Ethical Funds that seek to invest in companies that are supporting the solutions to these challenges and uphold the highest standards of corporate responsibility. The Ethical Corporate Bond Fund aims to provide a level of income, before charges, above that available on UK Government bonds by investing predominantly in investment grade bonds. The fund is actively managed by our investment teams who may invest in a wide range of bonds (e.g. corporate bonds including sub investment grade bonds, overseas bonds, index-linked bonds, floating rate notes (FRNs) and asset backed securities (ABSs) and/or money market instruments) in order to take advantage of opportunities they have identified and which meet our strict ethical criteria. These criteria are agreed with the Ethical Funds Advisory Group and may be amended from time to time if considered appropriate. The fund manager will exclude companies which fail to meet the ethical criteria whilst seeking to include companies whose business activities are regarded as making a positive contribution to society.

 

Primary fund last amended: 06/03/24 12:07

Information received directly from Fund Manager

Please select what you would like to read:
  • Fund Filters

    Sustainability

    Environmental policy

    Limits exposure to carbon intensive industries

    Resource efficiency policy or theme

    Environmental damage and pollution policy

    Nature & Biodiversity

    Deforestation / palm oil policy

    Plastics policy / reviewing plastics

    Unsustainable / illegal deforestation exclusion policy

    Avoids genetically modified seeds/crop production

    Climate Change & Energy

    Nuclear exclusion policy

    Coal, oil & / or gas majors excluded

    Climate change / greenhouse gas emissions policy

    Invests in clean energy / renewables

    Fracking and tar sands excluded

    Fossil fuel reserves exclusion

    Human Rights

    Human rights policy

    Child labour exclusion

    Responsible supply chain policy or theme

    Oppressive regimes (not free or democratic) exclusion policy

    Social / Employment

    Social policy

    Health & wellbeing policies or theme

    Meeting Peoples' Basic Needs

    Water / sanitation policy or theme

    Ethical Values Led Exclusions

    Ethical policies

    Animal welfare policy

    Animal testing exclusion policy

    Tobacco production avoided

    Armaments manufacturers avoided

    Alcohol production excluded

    Gambling avoidance policy

    Pornography avoidance policy

    Governance & Management

    Governance policy

    Anti-bribery and corruption policy

    Fund Governance

    ESG integration strategy

    Employ external (fund) oversight or advisory committee

    How The Fund Works

    Balances company 'pros and cons' / best in sector

    Strictly screened ethical fund

    Positive selection bias

    Norms focus

    SRI / ESG / Ethical policies explained on website

    Impact Methodologies

    Aims to generate positive impacts (or 'outcomes')

    Positive environmental impact theme

    Positive social impact theme

    Invests in environmental solutions companies

    Intended Clients & Product Options

    Available via an ISA (OEIC only)

    Fund management company information

    About The Business

    ESG / SRI engagement (AFM company wide)

    Responsible ownership / stewardship policy (AFM company wide)

    Responsible ownership policy for non SRI funds (AFM company wide)

    Responsible ownership / ESG a key differentiator (AFM company wide)

    Diversity, equality & inclusion engagement policy (AFM company wide)

    Vote all* shares at AGMs / EGMs (AFM company wide)

    Integrates ESG factors into all / most fund research

    SDG aligned aims / objectives (AFM company wide)

    Resources

    In-house responsible ownership / voting expertise

    Employ specialist ESG / SRI / sustainability researchers

    Use specialist ESG / SRI / sustainability research companies

    Collaborations & Affiliations

    PRI signatory

    UKSIF member

    Climate Action 100+ or IIGCC member

    Fund EcoMarket partner

    Accreditations

    UK Stewardship Code signatory (AFM company wide)

    Engagement Approach

    Regularly lead collaborative ESG initiatives (AFM company wide)

    Encourage responsible corporate taxation (AFM company wide)

    Company Wide Exclusions

    Review(ing)carbon / fossil fuel exposure for all funds (AFM company wide)

    Controversial weapons avoidance policy (AFM company wide)

    Climate & Net Zero Transition

    Encourage carbon / greenhouse gas reduction (AFM company wide)

    In-house carbon / GHG reduction policy (AFM company wide)

    Transparency

    Publish full voting record (AFM company wide)

    Publish responsible ownership / stewardship report (AFM company wide)

    Full SRI policy information on company website

  • Sustainable, Responsible &/or ESG Policy:

    While we recognise the personal nature of everyone’s ethics, we aim to ensure that the funds are reflective of the wider views of those who invest in them. We regularly review the criteria, both positive and negative, through customer surveys and consultations to ensure they remain relevant and industry leading. This approach is overseen by the Ethical Funds Advisory Group, consisting of both independent external members and key members of staff.

     

    Positive Criteria

    Using positive criteria, we allocate the majority of the funds to companies or issuers that are involved in activities that benefit society and the environment. We use the UN Global Compact (www.unglobalcompact.org) to define the four areas where we seek to invest in companies with positive business practices and services.

     

    Corporate Governance

    The funds adopt a formal corporate governance policy. We actively vote at the AGMs of the companies held in the funds. Due consideration is given to issues such as board independence, excessive remuneration and audit issues. Voting is conducted within the terms of the Ethical Funds Sustainability Approach and in the best of interests of the investors in the funds. In addition, the funds will adopt a policy of voting:

     

    • against the Chair of any company where the board fails to have set policy, have oversight or take responsibility for environmental, social, health & safety and human rights issues
    • against members of any health, safety and environment committee where insufficient oversight has resulted in poor performance in these areas.

     

    Engagement

    The funds pursue an active engagement policy. We engage with companies on a range of environmental, social and governance issues with the aim that good corporate behaviour is adopted by the companies in which the funds invest. Where engagement proves ineffective and concerns remain over corporate behaviour

    and oversight of these issues, we will disinvest from a company. It is our ambition that this active engagement will challenge and encourage companies in which the funds invest to improve their environmental, social and governance performance and practices.

     

    Negative criteria

    We also use negative criteria to avoid investing in companies involved in certain industries and activities that our customers are concerned with. We will avoid investment in companies involved in the activities listed below:

     

    • Alcohol production: companies that derive 10% or more of revenue from alcohol production.
    •  Animal testing: companies that manufacture products or ingredients that have been tested on animals.
    •  Animal husbandry: companies with significant exposure to activities which may lead to poor animal husbandry, such as intensive or factory farming, where there is evidence of poor practices or that do not respect the five freedoms (freedom from hunger and thirst; from discomfort; from pain, injury and disease; to express normal behaviour; from fear and distress).
    •  Environmental protection: companies that –
      • fail to recognise the environmental responsibilities associated with their activities
      • have a significant or unmitigated harmful effect on the environment or its inhabitants
      • are involved in highly carbon intensive activities or have high greenhouse gas emissions and have failed to show commitment to address climate change issues
      • have significant carbon intensive mining operations, such as in coal or tar-sands
      • manufacture chemicals of concern (such as ozone depleting chemicals and pesticides) without stringent policies, processes and practices to mitigate the harmful impact of their processes and products
      • have a business model based on the production of fossil fuels (such as oil & gas exploration and production companies)
      • are involved in GMOs for agricultural crop or livestock production
      • have operations that produce, manufacture or use commodities (such as cotton, timber, soya, palm oil or cattle) without sufficient processes in place to ensure their activities do not contribute to significant or unmitigated deforestation, significant biodiversity loss, or harm to the environment or communities.
    • Employment: companies that have a harmful effect on their employees. This will include, but is not limited to, companies that –
      • use child or forced labour
      • demonstrate a lack of regard for their employees’ health & safety
      • have been linked to bad employment practices, such as modern slavery, lack of collective bargaining, not paying the minimum wage, or other abuses of employees.
    • Fur: companies that manufacture or sell fur products that are not a by-product of the meat industry (e.g. wool or leather).
    •  Gambling: companies that derive 10% or more revenue from involvement in gambling.
    • Human rights: companies that –
      • operate in any country with a poor record of human rights and fail to have mechanisms in place to uphold human rights
      • face continued accusations of human rights abuses, no matter where they operate
      • have been involved in controversial projects that have been linked to human rights abuses
      • are deemed to be supporting controversial regimes.
    •  Marketing breast milk substitutes: companies that market breast milk substitutes and have failed to adopt industry-leading marketing practices (such as those defined under the World Health Organisation’s International Code of Marketing of Breast-Milk Substitutes).
    • Nuclear: companies involved in the mining of uranium, and operators and owners of nuclear power stations, deriving more than 5% revenue from nuclear power generation.
    • Poor business practices: companies with evidence of poor business practices that cause harm to society or their employees that have not already been captured under other criteria (such as predatory lending and high interest rate lenders which have demonstrated poor business practices).
    • Pornography: companies that derive 3% or more revenue from adult entertainment services, including publishing and distributing pornographic magazines or newspapers, or violent video games.
    • Tobacco: companies that produce tobacco products or grow or process raw tobacco leaves. Equally, companies that derive more than 20% of revenue from supplying products essential to the tobacco industry.
    • UN Global Compact: companies that have failed one or more of the ten principles of the UN Global Compact     (www.unglobalcompact.org)
    •  Weapons: companies that manufacture or sell whole or strategic parts of weapons systems and weapons platforms.
    • Equally, companies that derive more than 20% of revenue from non-offensive military sales, such as vehicles or support to the military.
  • Process

  • Resources, Affiliations & Corporate Strategies

    ESG integration is a strategic priority for Aberdeen Standard Investments and is actively supported and promoted by senior executives, from our CEO downwards. In recognition of the importance of ESG, Euan Stirling, Global Head of Stewardship and ESG Investment, reports directly to Rod Paris, Chief Investment Officer, and Euan regularly attends the Investment Management Committee, chaired by the CIO. Reporting to Euan is the ESG leadership team, which focuses on maximising the quality and value of ESG engagement, research and analysis across all asset classes.

    Our ESG Investment Team is a centralised resource of 22 people that is dedicated to ESG analysis and engagement and available to all asset classes. The team has a number of functions including: quality assurance and consistency of the ESG regional analysts’ research and analysis, the consideration of governance issues, highlighting themes and emerging risks in ESG, consultation and support to all of ASI’s asset classes on ESG issues, and reflection and promotion of ASI’s positions on key ESG issues externally.

    In addition, we have dedicated ESG analysts and ESG expertise embedded within asset-class teams to ensure the greatest integration of ESG factors within investment decisions, who sit on the regional equity, real estate and fixed income desks.

    Furthermore, our proxy voting team, based in Edinburgh, is also part of the ESG Investment Team and manages ASI’s proxy voting approach, which is an integral part of our overall stewardship function.

    The central team and asset specific ESG investment analysts are listed below:

    Core team members:

    • Euan Stirling: Head of Stewardship and ESG Investment (Edinburgh), (18 years at Firm, 23 years in Industry)
    • Amanda Young: Global Head of Responsible Investment (Edinburgh), (5 Years at Firm, 21 years in Industry)
    • Jamie Govan: Senior Manager ESG – Clients (Edinburgh), (11 years at Firm, 11 years in Industry)
    • Katy Grant: Senior Manager ESG Investment - Research (Edinburgh), (7 years, at Firm, 7 years in Industry)
    • Bill Hartnett: Stewardship Director (London), (<1 year at Firm, 24 years in Industry)
    • Andrew Mason: Senior Manager – Stewardship (Edinburgh), (6 years at Firm, 13 years in Industry)
    • Elizabeth Meyer: ESG Investment Analyst (Edinburgh), (5 years at Firm, 5 years in Industry)
    • Eva Cairns: Senior ESG Investment Analyst (Edinburgh), (8 years at Firm, 13 years in Industry)
    • Claire Leighton: ESG Investment Analyst (Edinburgh), (8 years at Firm, 14 years in Industry)
    • Ziggy You: ESG Investment Analyst (Edinburgh), (<1 year at Firm, 6 years in Industry)
    • Stuart Riddick: ESG Investment Analyst (Edinburgh), (<1 year at Firm, <1 year in Industry)
    • Danielle Welsh-Rose: ESG Investment Director – APAC (Edinburgh), (<1 year in Firm, 18 years in Industry)
    • Mike Everett: Stewardship Director Policy & Voting (Edinburgh), (21 years at Firm, 33 years in Industry)
    • Alison Kennedy: Stewardship Director (Edinburgh), (13 years at Firm, 34 years in Industry)
    • Rachel Rotheram: ESG Investment Analyst (Edinburgh), (<1 year at Firm, 1 year in Industry)
    • Ben Holden: ESG Investment Analyst (Edinburgh), (3 years at Firm, 3 Years in Industry)
    • Douglas Wilson: Senior Manager – Stewardship (Edinburgh), (19 years at Firm, 26 years in Industry)
    • Joanna Sulc: Senior Manager - Stewardship (Edinburgh), (3 years at Firm, 15 years in Industry)
    • Nick Duncan: Senior Manager - Stewardship (Edinburgh) (3 years at Firm, 21 years in Industry)
    • Zander Reid: Strategic Business Development Manager (Edinburgh), (8 years at Firm, 8 years in Industry)
    • Kathleen Dewandeleer: Stewardship Manager (Edinburgh), (<1 year at Firm, 27 years in Industry)
    • Eilidh Duncan: Sustainable Investment Product Analyst (Edinburgh),(<1 year at Firm, 1 year in Industry)

     

    Fixed Income resource

    Samantha Lamb, Head of ESG Fixed Income, is responsible for developing and ensuring holistic application of ESG factors to individual company research to allow for greater integration with the centralised ESG function, and support the continued development of ESG products. Samantha is supported by an ESG network of “ESG champions”, which includes the heads of research, portfolio managers, and analysts with a responsibility to further promote ESG considerations and integration in the investment process.

     

    • Samantha Lamb : Head of ESG, Fixed Income (London), (11 years at Firm, 16 years in Industry)
    • Nicholas Kordowski: Head of Non-Financials Research (Edinburgh), (9 years at Firm, 9 years in Industry)
    • Andrew Fraser: Head of Financials Research (Edinburgh), (10 years at Firm, 39 years in Industry)
    • George Westervelt: Head of US HY Research (Boston), (9 years at Firm, 20 years in Industry)
    • Julien Martin: Head of Euro HY Research (London), (5 years at Firm, 13 years in Industry)
    • Paul Lukaszewski: Head of Asian Corporate Debt & Emerging Market Credit Research (Singapore), (7 years at Firm, 18 years in Industry)
    • Matthew Kence: Investment Director (Boston), ( 16 years at Firm), 16 years in Industry)
    • Josef Helmes: Investment Director (Edinburgh), (8 years at Firm, 15 years in Industry)
    • Mark Munro: Investment Director (Edinburgh), ( 6 years at Firm, 6 years in Industry)
    • Matthew Macreadie: Investment Director (Sydney), (5 years at Firm, 12 years in Industry)
    • Natalia Glekel: Investment Manager (Boston), (6 years at Firm, 11 years in Industry)
    • Samuel Bevan: Investment Manager (London), (7 years at Firm, 7 years in Industry)
    • Henry Loh: Investment Manager (Singapore), (5 years at Firm, 5 years in Industry)
    • Amy Green: Investment Manager (Sydney), (7 years at Firm, 7 years in Industry)
    • Emilia Matei: Investment Analyst (London), (3 years at Firm, 3 years in Industry)
    • Petra Daroczi: Investment Analyst – ESG (Singapore), (1 years at Firm, 6 years in Industry)
    • Khashayar Lotfizadeh: Global Head of Quantitative Analytics (London), (12 years at Firm, 12 years in Industry)

     

    Source: Aberdeen Standard Investments, 31 May 2020

    *includes continuous service

     

     

Fund Name DS SRI Style Product Region Asset Type Launch Date
Standard Life abrdn Ethical Corporate Bond Pn (ASI) Ethical Pension UK Fixed Interest

Fund Size: £6.34

Total screened & themed / SRI assets: £

Total Responsible Ownership assets: £

Total assets under management: £

As at: 31/12/23

Sustainable, Responsible &/or ESG Policy:

While we recognise the personal nature of everyone’s ethics, we aim to ensure that the funds are reflective of the wider views of those who invest in them. We regularly review the criteria, both positive and negative, through customer surveys and consultations to ensure they remain relevant and industry leading. This approach is overseen by the Ethical Funds Advisory Group, consisting of both independent external members and key members of staff.

 

Positive Criteria

Using positive criteria, we allocate the majority of the funds to companies or issuers that are involved in activities that benefit society and the environment. We use the UN Global Compact (www.unglobalcompact.org) to define the four areas where we seek to invest in companies with positive business practices and services.

 

Corporate Governance

The funds adopt a formal corporate governance policy. We actively vote at the AGMs of the companies held in the funds. Due consideration is given to issues such as board independence, excessive remuneration and audit issues. Voting is conducted within the terms of the Ethical Funds Sustainability Approach and in the best of interests of the investors in the funds. In addition, the funds will adopt a policy of voting:

 

  • against the Chair of any company where the board fails to have set policy, have oversight or take responsibility for environmental, social, health & safety and human rights issues
  • against members of any health, safety and environment committee where insufficient oversight has resulted in poor performance in these areas.

 

Engagement

The funds pursue an active engagement policy. We engage with companies on a range of environmental, social and governance issues with the aim that good corporate behaviour is adopted by the companies in which the funds invest. Where engagement proves ineffective and concerns remain over corporate behaviour

and oversight of these issues, we will disinvest from a company. It is our ambition that this active engagement will challenge and encourage companies in which the funds invest to improve their environmental, social and governance performance and practices.

 

Negative criteria

We also use negative criteria to avoid investing in companies involved in certain industries and activities that our customers are concerned with. We will avoid investment in companies involved in the activities listed below:

 

  • Alcohol production: companies that derive 10% or more of revenue from alcohol production.
  •  Animal testing: companies that manufacture products or ingredients that have been tested on animals.
  •  Animal husbandry: companies with significant exposure to activities which may lead to poor animal husbandry, such as intensive or factory farming, where there is evidence of poor practices or that do not respect the five freedoms (freedom from hunger and thirst; from discomfort; from pain, injury and disease; to express normal behaviour; from fear and distress).
  •  Environmental protection: companies that –
    • fail to recognise the environmental responsibilities associated with their activities
    • have a significant or unmitigated harmful effect on the environment or its inhabitants
    • are involved in highly carbon intensive activities or have high greenhouse gas emissions and have failed to show commitment to address climate change issues
    • have significant carbon intensive mining operations, such as in coal or tar-sands
    • manufacture chemicals of concern (such as ozone depleting chemicals and pesticides) without stringent policies, processes and practices to mitigate the harmful impact of their processes and products
    • have a business model based on the production of fossil fuels (such as oil & gas exploration and production companies)
    • are involved in GMOs for agricultural crop or livestock production
    • have operations that produce, manufacture or use commodities (such as cotton, timber, soya, palm oil or cattle) without sufficient processes in place to ensure their activities do not contribute to significant or unmitigated deforestation, significant biodiversity loss, or harm to the environment or communities.
  • Employment: companies that have a harmful effect on their employees. This will include, but is not limited to, companies that –
    • use child or forced labour
    • demonstrate a lack of regard for their employees’ health & safety
    • have been linked to bad employment practices, such as modern slavery, lack of collective bargaining, not paying the minimum wage, or other abuses of employees.
  • Fur: companies that manufacture or sell fur products that are not a by-product of the meat industry (e.g. wool or leather).
  •  Gambling: companies that derive 10% or more revenue from involvement in gambling.
  • Human rights: companies that –
    • operate in any country with a poor record of human rights and fail to have mechanisms in place to uphold human rights
    • face continued accusations of human rights abuses, no matter where they operate
    • have been involved in controversial projects that have been linked to human rights abuses
    • are deemed to be supporting controversial regimes.
  •  Marketing breast milk substitutes: companies that market breast milk substitutes and have failed to adopt industry-leading marketing practices (such as those defined under the World Health Organisation’s International Code of Marketing of Breast-Milk Substitutes).
  • Nuclear: companies involved in the mining of uranium, and operators and owners of nuclear power stations, deriving more than 5% revenue from nuclear power generation.
  • Poor business practices: companies with evidence of poor business practices that cause harm to society or their employees that have not already been captured under other criteria (such as predatory lending and high interest rate lenders which have demonstrated poor business practices).
  • Pornography: companies that derive 3% or more revenue from adult entertainment services, including publishing and distributing pornographic magazines or newspapers, or violent video games.
  • Tobacco: companies that produce tobacco products or grow or process raw tobacco leaves. Equally, companies that derive more than 20% of revenue from supplying products essential to the tobacco industry.
  • UN Global Compact: companies that have failed one or more of the ten principles of the UN Global Compact     (www.unglobalcompact.org)
  •  Weapons: companies that manufacture or sell whole or strategic parts of weapons systems and weapons platforms.
  • Equally, companies that derive more than 20% of revenue from non-offensive military sales, such as vehicles or support to the military.

Sustainable, Responsible &/or ESG Process:

Resources, Affiliations & Corporate Strategies

ESG integration is a strategic priority for Aberdeen Standard Investments and is actively supported and promoted by senior executives, from our CEO downwards. In recognition of the importance of ESG, Euan Stirling, Global Head of Stewardship and ESG Investment, reports directly to Rod Paris, Chief Investment Officer, and Euan regularly attends the Investment Management Committee, chaired by the CIO. Reporting to Euan is the ESG leadership team, which focuses on maximising the quality and value of ESG engagement, research and analysis across all asset classes.

Our ESG Investment Team is a centralised resource of 22 people that is dedicated to ESG analysis and engagement and available to all asset classes. The team has a number of functions including: quality assurance and consistency of the ESG regional analysts’ research and analysis, the consideration of governance issues, highlighting themes and emerging risks in ESG, consultation and support to all of ASI’s asset classes on ESG issues, and reflection and promotion of ASI’s positions on key ESG issues externally.

In addition, we have dedicated ESG analysts and ESG expertise embedded within asset-class teams to ensure the greatest integration of ESG factors within investment decisions, who sit on the regional equity, real estate and fixed income desks.

Furthermore, our proxy voting team, based in Edinburgh, is also part of the ESG Investment Team and manages ASI’s proxy voting approach, which is an integral part of our overall stewardship function.

The central team and asset specific ESG investment analysts are listed below:

Core team members:

  • Euan Stirling: Head of Stewardship and ESG Investment (Edinburgh), (18 years at Firm, 23 years in Industry)
  • Amanda Young: Global Head of Responsible Investment (Edinburgh), (5 Years at Firm, 21 years in Industry)
  • Jamie Govan: Senior Manager ESG – Clients (Edinburgh), (11 years at Firm, 11 years in Industry)
  • Katy Grant: Senior Manager ESG Investment - Research (Edinburgh), (7 years, at Firm, 7 years in Industry)
  • Bill Hartnett: Stewardship Director (London), (<1 year at Firm, 24 years in Industry)
  • Andrew Mason: Senior Manager – Stewardship (Edinburgh), (6 years at Firm, 13 years in Industry)
  • Elizabeth Meyer: ESG Investment Analyst (Edinburgh), (5 years at Firm, 5 years in Industry)
  • Eva Cairns: Senior ESG Investment Analyst (Edinburgh), (8 years at Firm, 13 years in Industry)
  • Claire Leighton: ESG Investment Analyst (Edinburgh), (8 years at Firm, 14 years in Industry)
  • Ziggy You: ESG Investment Analyst (Edinburgh), (<1 year at Firm, 6 years in Industry)
  • Stuart Riddick: ESG Investment Analyst (Edinburgh), (<1 year at Firm, <1 year in Industry)
  • Danielle Welsh-Rose: ESG Investment Director – APAC (Edinburgh), (<1 year in Firm, 18 years in Industry)
  • Mike Everett: Stewardship Director Policy & Voting (Edinburgh), (21 years at Firm, 33 years in Industry)
  • Alison Kennedy: Stewardship Director (Edinburgh), (13 years at Firm, 34 years in Industry)
  • Rachel Rotheram: ESG Investment Analyst (Edinburgh), (<1 year at Firm, 1 year in Industry)
  • Ben Holden: ESG Investment Analyst (Edinburgh), (3 years at Firm, 3 Years in Industry)
  • Douglas Wilson: Senior Manager – Stewardship (Edinburgh), (19 years at Firm, 26 years in Industry)
  • Joanna Sulc: Senior Manager - Stewardship (Edinburgh), (3 years at Firm, 15 years in Industry)
  • Nick Duncan: Senior Manager - Stewardship (Edinburgh) (3 years at Firm, 21 years in Industry)
  • Zander Reid: Strategic Business Development Manager (Edinburgh), (8 years at Firm, 8 years in Industry)
  • Kathleen Dewandeleer: Stewardship Manager (Edinburgh), (<1 year at Firm, 27 years in Industry)
  • Eilidh Duncan: Sustainable Investment Product Analyst (Edinburgh),(<1 year at Firm, 1 year in Industry)

 

Fixed Income resource

Samantha Lamb, Head of ESG Fixed Income, is responsible for developing and ensuring holistic application of ESG factors to individual company research to allow for greater integration with the centralised ESG function, and support the continued development of ESG products. Samantha is supported by an ESG network of “ESG champions”, which includes the heads of research, portfolio managers, and analysts with a responsibility to further promote ESG considerations and integration in the investment process.

 

  • Samantha Lamb : Head of ESG, Fixed Income (London), (11 years at Firm, 16 years in Industry)
  • Nicholas Kordowski: Head of Non-Financials Research (Edinburgh), (9 years at Firm, 9 years in Industry)
  • Andrew Fraser: Head of Financials Research (Edinburgh), (10 years at Firm, 39 years in Industry)
  • George Westervelt: Head of US HY Research (Boston), (9 years at Firm, 20 years in Industry)
  • Julien Martin: Head of Euro HY Research (London), (5 years at Firm, 13 years in Industry)
  • Paul Lukaszewski: Head of Asian Corporate Debt & Emerging Market Credit Research (Singapore), (7 years at Firm, 18 years in Industry)
  • Matthew Kence: Investment Director (Boston), ( 16 years at Firm), 16 years in Industry)
  • Josef Helmes: Investment Director (Edinburgh), (8 years at Firm, 15 years in Industry)
  • Mark Munro: Investment Director (Edinburgh), ( 6 years at Firm, 6 years in Industry)
  • Matthew Macreadie: Investment Director (Sydney), (5 years at Firm, 12 years in Industry)
  • Natalia Glekel: Investment Manager (Boston), (6 years at Firm, 11 years in Industry)
  • Samuel Bevan: Investment Manager (London), (7 years at Firm, 7 years in Industry)
  • Henry Loh: Investment Manager (Singapore), (5 years at Firm, 5 years in Industry)
  • Amy Green: Investment Manager (Sydney), (7 years at Firm, 7 years in Industry)
  • Emilia Matei: Investment Analyst (London), (3 years at Firm, 3 years in Industry)
  • Petra Daroczi: Investment Analyst – ESG (Singapore), (1 years at Firm, 6 years in Industry)
  • Khashayar Lotfizadeh: Global Head of Quantitative Analytics (London), (12 years at Firm, 12 years in Industry)

 

Source: Aberdeen Standard Investments, 31 May 2020

*includes continuous service

 

 

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