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

James Cameron

James Cameron

Chairman

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.

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.

Brigitte Small

Brigitte Small

Managing Director

Brigitte is an expert in strategic business development, with more than fifteen years experience of innovation in finance. She has developed new companies, products and services for a number of FTSE100 companies in Europe and the United States. She is a passionate advocate of creating great working environments in companies, a practicing coach, and an environmentalist. Brigitte speaks five languages, holds an MBA from Insead and a degree in Investment and Financial Risk Management from Cass Business School.

Jonathan Harris

Jonathan Harris

Chief Analyst

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.

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.