Advisory

Advisory

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

Sam Gill

Sam Gill

Chief Executive Officer

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.

Joaquim de Lima

Joaquim de Lima

Adviser

Joaquim was Global Head of Quantitative Research at HSBC Global Banking and Markets, and oversaw the Green Revenues division within HSBC’s climate change index offering. His work includes the creation of the world’s first global macro quantitative climate framework, focused on identifying opportunities for climate-related investing. He was appointed to the research advisory panel whose role it was to oversee Mercer’s seminal work on ‘Climate Change Scenarios – Implications for Strategic Asset Allocation.’ He has advised a number of index compilers, as well as governments and sustainability assurers.

Jonathan Harris

Jonathan Harris

CTO & Head of Research

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.

Vijay Sumon

Vijay Sumon

SVP, Product Development

Vijay joined Engaged Tracking in May 2017. Previously, he was Global Head of Indexation Research at its Global Banking and Markets division. Here, he led and managed a global team developing analytics, research and thought leadership research content for multiple internal business and external client dissemination. At HSBC, he co-created, launched and marketed the HSBC Global Climate Change Index, the world’s first quantitative investment strategy designed to capture the transition to a lower carbon economy based on green revenues.

Theme

Advisory

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?

Receive dedicated support and new insights with Engaged Tracking's Advisory service.