VARRLYNExternal Consultant - Asset Management
Jun. 2023 - Dec. 2023RemoteIn tandem with team members and manager, received successful approval of a new template for each asset class/strategy team’s RI Implementation Guidelines, allowing for the majority of asset-class and strategy teams to successfully update their RI Implementation Guidelines within deadlines set by internal mandates. Coordinated and interviewed internal stakeholders responsible for all Responsible Investment policies, guidelines, and legal requirements (Exclusion Policy, Inclusion Policy, Sustainable Development Investments, SFDR, etc.). Provided consistent policy content and references across the implementation of these policies into a new format and template for use across all asset-classes and strategies. Liaised with various internal stakeholders (Fiduciary Management, Digital Solutions, Business Management, Asset Class Internal Strategy Leads, Product Management, Risk Management, etc.) in order to assure uniformity of content for the RI Implementation Guidelines. Explored digitalisation efforts in order to facilitate the workflow and regular periodicity for future update processes for the asset manager’s RI Policies and RI Guidelines.