Independent. Practitioner-led.

Katherine Garrett-Cox is a highly experienced investment professional with an extensive track record in global asset management, governance, and board leadership.  She is best known for her tenure at Alliance Trust PLC, where she served as Chief Executive Officer and Chief Investment Officer from 2008 to 2016 and oversaw significant strategic transformation and managed a diversified global investment portfolio.   

Katherine has built a strong portfolio of non-executive directorships, serving on the boards of public and private companies, Government advisory groups and investment organisations. She is currently CEO of Gulf International Bank (UK) Ltd, and Chair of the Clean Air Fund and CDP Worldwide.  In 2014 she was awarded Commander of the Order of the British Empire, for services to the Asset Management industry and Charitable service and in 2020 became a Freeman of the City of London. 

Paras Anand is the Chief Executive Officer of Northern LGPS, a £70 billion asset pool managing pensions for the Greater Manchester, Merseyside, and West Yorkshire funds. Prior to his current role, he was the Chief Investment Officer at Artemis Investment Management and before this, was CIO for all asset classes and functions across the Asia-Pacific region at Fidelity, based in Singapore, where he led the group’s strategy on sustainability and was global sponsor for cultural diversity.  He has held a number of senior fund management roles in London and New York including Head of European Equities at F&C Investments.  

Paras Anand earned a Master of Arts degree in English Literature (British and Commonwealth) from the University of Bristol.

Jonathan is a corporate lawyer who most recently was a partner with Hogan Lovells in London.  He was previously a partner with Freshfields in London and before that with Altheimer & Gray in Chicago.  Jonathan is an English solicitor and is admitted to the New York and Illinois bars.  Jonathan helped establish the Investor Forum in 2014 and was the chair of the Forum’s Legal Panel from its inception until December 2024.

Jonathan graduated with an LLB from the University of Bristol.

Elena is Head of Stewardship at Man Group, a Member firm. In her role, she is responsible for developing Man Group’s investment stewardship strategy through effective advocacy, stakeholder management, engagement and proxy voting. Previously, Elena worked in the Sustainable & Responsible Investment arm of Mirabaud Asset Management and held various roles in the Governance and ESG businesses of Institutional Shareholder Services (ISS). 

Elena graduated from the London School of Economics with a Bachelor’s degree in Environment and Development. Elena also holds a CEMS Masters in International Management. 

Matt is Head of Investment Advisory at Invesco, a Member firm, where he works closely with the Henley equities teams on corporate governance, corporate engagement and company voting. He has specific responsibility for liaising with the fund managers and co-ordinating work on corporate governance, including voting and consultation over board remuneration, board and committee composition, succession, and diversity. He joined Invesco in 2013 as a senior lawyer, covering the Henley Investment Centre, and moved to the UK Equities team in 2017. 

Matt started his career in 2001 as a lawyer in Sydney, before working as a corporate lawyer in London for 15 years. Matt graduated with a LLB (Honours) from the University of Tasmania.   

Alex is Professor of Finance at London Business School, where he focuses on corporate
governance, responsible business and behavioural finance. Alex is a Director of the American Finance Association and Financial Management Association, and serves on Royal London Asset Management’s Responsible Investment Advisory Committee, the Morgan Stanley Institute for Sustainable Investing Advisory Board, and Novo Nordisk’s Sustainability Advisory Council. He is the author of “Grow the Pie”, “May Contain Lies”, and “Principles of Corporate Finance”. 

Alex has a PhD from MIT as a Fulbright Scholar, and was previously a tenured professor at Wharton and an investment banker at Morgan Stanley. 

Sir Peter has held senior executive and non-executive positions in public and private companies in healthcare, technology, defence and telecommunications industries. His previous senior board level appointments include Chair of National Grid plc, Chair of Premier Farnell plc, Chair of Tate & Lyle plc and Managing Director of Marconi Electronic Systems. Sir Peter also has experience of the public sector through his appointment as Chief Executive of the Office of Government Commerce and leading 3 independent reviews for the UK Government. He is currently chairman of the Dreadnought Alliance and enfinium Limited. 

Sir Peter graduated from Cambridge University with a First in Mathematics. He was appointed a CBE for his services to industry in 2000 and knighted in 2004 for his work on public procurement. In 2001, he was elected a Fellow of the Royal Academy of Engineering (FREng).  

Rupert is Head of Corporate Finance and Stewardship at M&G Investments, a Member firm. Rupert qualified as a chartered accountant (ACA) with Coopers & Lybrand (now PwC) then worked in investment banking for more than two decades, before joining M&G in 2016. Rupert is a Member of the Investment Association’s Stewardship Committee and Chairs the Corporate Reporting and Audit Group.  At the IIGCC, he sits on the Corporate Programme Advisory Group, and is co-lead on a number of Climate Action 100+ engagements.  He is a Member of the Pre-emption Group and serves on the UK Endorsement Board’s Investor Advisory Group. 

Rupert graduated with a BA in Geography from the University of Southampton.   

Kim is Head of Active Ownership at Schroders, a Member firm.  She has over 25 years experience in sustainability, law and public policy. Prior to joining Schroders, she served as the Director of North America Engagement for Federated Hermes EOS, International, where she led board and executive level engagements with a portfolio of companies on ESG and long-term business strategy issues. Before joining EOS, Kimberley was the Senior Director of Global Corporate Responsibility at Pfizer Inc, where she was responsible for driving Pfizer’s strategy for global public health and patient impact in underserved communities. Prior to that, she was the Director of Public Policy and Issues Management at AstraZeneca. She was also a senior advisor to Cherie Blair, where she played a key role in establishing the Cherie Blair Foundation for Women.  

Kim is a US-qualified attorney, with a BA and JD from the University of Virginia and holds an MA from London Business School, where she was a Sloan Fellow and Recipient of the Sloan Woman’s Scholarship. 

Andrew is Global Head of Equity Research and Investment Process at abrdn, a Member firm. Andrew was previously Head of UK Equities at ASI, after starting his career at Baillie Gifford. He is a Trustee of Cattanach, a Scottish grant making charity, and a member of the IA Investment Committee.  

Andrew graduated with a BA in Modern History from Oxford University. 

Valeria is Head of Stewardship at Phoenix Group, a Member firm. Valeria joined in September 2021 to lead the in-house stewardship team and collaborate with Phoenix’s Asset Management partners to influence ESG performance by investee companies. She has over 17 years of experience in the industry and has held a number of senior positions at different firms. She joined UBS Asset Management in 2017 as Strategic Engagement Lead responsible for the manager’s climate change engagement programme, stewardship reporting and integration research in the industrial sector. Prior to this, Valeria worked for nine years as Associate Director at the UNPRI coordinating investor collaborative engagement activities with companies on a range of ESG issues. In addition to being a member of the CA100+ Global Steering Committee, Valeria is also a member of the IIGCC Advisory Group of Corporate Programme, the PRI Advisory Committee of Advance and the NZAOA Engagement Track. 

Valeria graduated from the Università Bocconi, Milan with a degree in development economics, and has a Master Degree from Nottingham University Business School on Corporate Social Responsibility. 

John is a portfolio manager at Redwheel, a Member firm. He joined Redwheel in 2010 as a Partner in the Redwheel Global Intrinsic Value team. He leads the team’s engagement with portfolio companies, with a focus on driving value creation and integrating sustainability considerations into the engagement process. He participates in a number of Climate Action 100+ collaborations. John also volunteers with CFA UK.

Prior to joining Redwheel, John was a Fund Manager at Schroders, having begun his career at Bank of Ireland Asset Management in 2000.

John studied Economics and Politics at Trinity College Dublin and holds an M.A. (Dubl.). He is a CFA Charterholder.

Justin is the head of International Equity and a co-head of Global Equity at T Rowe Price, a Member firm. Justin is a member of the Management Committee, the chairman of the International Equity Steering Committee, and a member of the Asset Allocation and Environmental, Social, and Governance Committees. He also is the chief investment officer for International Equities. Justin is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price International Ltd. 

From 1998 to 2020, he was the lead portfolio manager for the International Small-Cap Strategy. In 2008, he incepted the European Small-Cap Strategy and ran that until 2016. Prior to joining the firm, Justin was employed by G.T. Capital/LGT/Invesco as a portfolio manager. 

Justin earned an M.A. in economics from Cambridge University.