Leverage the world-class expertise of the Engaged Tracking team to inform your organisation’s strategy and goals around sustainable and responsible investing.
How it works
We offer briefing sessions and training workshops designed to supplement in-house resources with independent, external expertise. We structure customised engagements with clients, accounting for timeframes and budgets.
Meet The Team
Jonathan HarrisChief Analyst
Oliver RoittHead of Engagement
James is a partner at SystemiQ and Chairman of the Overseas Development Institute. He is also an adviser to the Climate Bonds Initiative and Carbon Tracker, and a trustee member of the UK Green Building Council. Previously, he was a non-executive director of Solarcentury and co-founder and chairman of Climate Change Capital (CCC), which grew to be a thriving banking business employing 150 people with $1.5 billion under management. Whilst at CCC, James was named Leader of the Year 2013 at the BusinessGreen Leaders awards.
After starting his career at Google, Sam led the Environmental Investment Organisation (EIO), a not-for-profit research body to become the first and only organisation in the world to rank the world’s largest listed companies by their greenhouse gas emissions and disclosure. In 2014 he co-founded Engaged Tracking to commercialise the work of the EIO. Sam is author of Environmental Tracking 3.0 and serves on the Board of a human rights NGO. He also mentors several other young companies in the climate change sector. Sam holds a first class degree in French from the University of London Institute in Paris.
Jonathan has over a decade’s worth of expertise in portfolio risk modelling. Before co-founding Engaged Tracking, he completed the development of a global multi-asset class portfolio risk model at Credit Suisse. He has worked at investment and trading houses across four continents. Jonathan holds an MSc in Financial Mathematics from Stanford University and a BSc (Honours) in Physics and Mathematics from the University of British Columbia. He is currently completing an executive PhD in Finance at EDHEC Business School, the leading business school for index-related financial research.
Oliver has more than 13 years experience of working to deliver results for C-suite executives at financial services firms and corporates. He has worked with leading consultancy CEB, Reed Business Information among other organisations that serve clients by improving business performance and financial results. Oliver designed Engaged Tracking’s Engagement function and is experienced at running and maintaining distribution teams. He has worked in the UK, Continental Europe and Australia.
Developing a low carbon investment strategy
Have you considered the full extent of carbon risk?
How will carbon risk impact your investment portfolio in the short, medium and long term?
What are your investment constraints and how can your low carbon investment approach be tailored to meet those constraints?
What is your engagement strategy?
How can you combine your efforts with those of other investors to maximise impact?
Developing a response to the emerging circular economy
Are you incorporating the the circular economy theme into your investment thesis?
How will the transition to a low carbon more circular economy impact your investments?
What are the key issues to consider?
Developing sustainable investment strategy the aligns with the UN Sustainable Development Goals
Do you have a sustainable investment strategy already, if so how can it be optimised?
How will the transition to a low carbon more circular and sustainable economy impact your investments?
What are the key issues to consider?
Do you need help in considering how to integrate ESG into your investment decision-making process?