ShareAction AODP brings together an outstanding track record of carrying out climate-related investor analysis built over the years by the Asset Owners Disclosure Project (AODP) and ShareAction’s mission of unleashing the positive potential of the mainstream investment system. It has been operating in its current shape since June 2017, when ShareAction announced an agreement to take over AODP, with the aim of taking the project to the next level using its reputation, expertise, and experience to push the global financial system for greater action on climate change.
ShareAction AODP builds on strong foundations established over 10 years of ranking the world’s largest pension funds, insurers, sovereign wealth funds and endowments. As the only comprehensive, climate-specific, independent, non-self-selective assessment, it prides itself on being the world’s benchmark of climate leadership in the investment system.
We have developed an assessment framework that is fully aligned with the Task Force for Climate-related Financial Disclosures (TCFD) recommendations, and applied it successfully in evaluating investors’ responsible investment practices in the light of a changing climate. Looking to further integrate ShareAction’s ambitious vision of a future where all finance powers social progress into our work, we are now expanding the scope of our survey to include biodiversity loss and human and labour rights. Diversified in scope and global in its outreach, the ShareAction AODP 2019 asset manager survey will be the first of its kind internationally.
To ensure that at ShareAction AODP our work remains of the highest quality and has profound and lasting impact, we adhere to the following principles:
- Knowledge– we view deep understanding of the investment market as key to ensuring our survey questions and topics are relevant;
- Engagement– we engage with a range of stakeholders in relation to the benchmark design, its scoring methodology and follow-up engagement;
- Verification– we have developed a public and fair scoring process with verification of the results;
- Governance– our governance structure ensures that we are independent from the survey respondents;
- Advocacy– the benchmark is used as a tool to encourage improvement across a range of organisations;
- Trends– we publish repeated benchmark editions that encourage improvement and build engagement over time;
- Collaboration– in our work with partners we use the survey to challenge the participants, but also, importantly, to enable them to improve.
Senior Investor Research Analyst
Felix joined ShareAction in March 2017 and supports the Asset Owners Disclosure Project with research and analysis, having previously worked on the Workforce Disclosure Initiative. Prior to joining ShareAction, Felix worked at the Foreign and Commonwealth Office in Digital Communications, and did freelance research work on the relationship between political violence and religious ideology across regions in Pakistan. Felix holds a BA in Politics, Philosophy and Economics from Durham University, and has a keen interest in music and photography.
Investor Research Analyst
Krystyna joined ShareAction in June 2019 to support the surveys team as a research officer. Prior to joining ShareAction, Krystyna worked as a finance analyst at Amazon. She holds an MA with Distinction in International Political Economy from King’s College London, where she specialised in the political economy of the environment, has interned at the Polish embassy in London, and volunteered for a children’s charity.
Investor Research and Engagement Manager
Peter joined ShareAction in January 2018 to work on the engagement with AODP investors and stakeholders. He previously undertook corporate governance research services for CDP and Ownership Matters, research on environmental, social, and governance investment factors for MSCI, and has taught business ethics, corporate governance, and CSR subjects at RMIT and Monash University. He holds a BA/Bcom(Hons) specialising in Management from Monash University in Australia.
Wolfgang Kuhn is a Fellow at ShareAction with 20 years’ experience in fixed income markets, investing in corporate and government debt, allocating to high yield, emerging markets, convertibles and loans on behalf of institutional investors around the globe.
With a strong interest in risk management, he has been on a quest for the right approach to sustainability in bond management since 2006. Wolfgang is convinced that the orthodox investment framework of risk and return is dangerously incomplete, and needs to be complemented by a third one, real-world impact.
His most recent role was that of Head of Pan-European Fixed Income at Aberdeen Asset Management, managing European credit and macro teams. Previously, he worked for UBS, Deutsche Asset Management and DG Bank.
Wolfgang graduated from Technical University of Berlin, having also studied at University of Wisconsin and University of Freiburg. Wolfgang is a CFA Charterholder, a Certfied EFFAS Financial Analyst (CEFA) and a Financial Risk Manager (FRM).
Communications Manager - ShareAction
Beau joined ShareAction in January 2017 to lead on media engagement and communications. He has experience in public relations for the financial sector, having spent two years at Societe Generale investment bank in London and then a short stint at the British Bankers’ Association. He holds a degree in French & Spanish from St Catharine’s College, University of Cambridge.
Investor Engagement Manager - ShareAction
Anne-Marie manages our engagement with global asset owners, specifically focusing on UK pension funds, as well as UK and European asset managers. She engages both directly and in support of Pension Power members. She also leads the follow-up engagement from ShareAction’s surveys, including the Asset Owners Disclosure Project survey. She joined ShareAction in February 2015 to support our investor-focused projects and campaigns, with a particular focus on the Green Light campaign. She previously worked as an investment analyst and fund manager in the City as well as in education. She developed her interest in responsible investment while working as a Treasurer of the charity Listening Books over the past 11 years. She holds a BA (Hons) in Philosophy, Politics and Economics from the University of Oxford.
Catherine joined ShareAction as Chief Executive in 2008. ShareAction coordinates civil society activism to promote responsible investment across Europe. She is a board member of the Scott Trust, owner of The Guardian, serving on the Scott Trust’s investment committee. She also serves on the Investment Committee of The Trust for London. She was a Member Nominated Trustee of The Pensions Trust for five years until Spring 2013. Catherine was recognised by the World Economic Forum as a Young Global Leader in 2014.