Advice Workshop – Investment

Kate Turner

Kate is an Associate Director managing the Sustainalytics Sydney office. Sustainalytics is a global leader in ESG and Corporate Governance research and ratings and over the last 25 years, and supports hundreds of the world’s foremost investors who incorporate ESG and corporate governance insights into their investment processes.  

Kate joined Sustainalytics three years ago and works with a variety of clients across the Australian Pacific region to develop and execute their responsible investment policies and assist them in their use of Sustainalytics’ products and services. Prior to joining Sustainalytics Kate worked on the carbon desk at ICBC Standard Bank Plc in London, originating and managing CDM emission reduction projects across Africa. She has also worked as a lawyer specializing in climate change and environmental law.

Kate holds Bachelor of Laws degree and Bachelor of Arts degree in International Studies with First Class Honors from the University of Technology, Sydney.

Adviser Workshop – Investment

Other presenters

The panel covers responsible investing and ESG funds, enhancing portfolio returns through ESG, options in New Zealand and a practical guide as to how advisers can incorporate RI into the advice process and client portfolios.

John Berry

John is an advocate for responsible investment and for greater transparency around investment products. He is CEO (and co-founder) of Pathfinder Asset Management, a boutique fund manager specialising in ethical investment.

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Clayton Coplestone

Clayton has been working in the Financial Services industry since 1984, with a background in share broking, money markets, financial planning and asset management.

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Nigel Stewart

Nigel A.D. Stewart is a well-known advisor in Australia and a central figure in its investment management sector. A frequent speaker at conferences in Australia and abroad, Executive Director. Nigel has a key role in providing ‘best practice’ consulting advice to advisors who embrace a scientific, evidence DFA Australia Limited.

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