Investment Director, Head of ESG Portfolio Management
As Head of ESG Investing I am responsible for the investment strategy for our ESG portfolios and manage the Canaccord ESG Thematic Growth fund. My day-to-day role involves thematic research, fund manager due diligence and portfolio construction. I am a member of the firm’s Asset Allocation Committee and Fund Selection Committees. I chair our ESG Committee and sit on the firm’s Climate Action & Sustainability Committee. Away from my desk, I spend a lot of time presenting to investment professionals on sustainability risks and opportunities.
I am a Chartered Fellow of the CISI, hold the CFA Society’s Certificate in ESG Investing and was named one of Citywire Wealth Manager’s Top 100 Fund Selectors in 2022.
Location: London
A bit about me:
Away from work and family commitments, I run marathons slowly and read books about psychology and behavioural science.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
It means solving problems for people. I want to make complex financial concepts more fun.
Contact:
patrick.thomas@canaccord.com