Katherine Davidson Email & Phone Number

Edinburgh, Scotland, United Kingdom

Lead manager for flagship Global Sustainable Growth strategy which has achieved rapid AUM growth and top tier performance since re-launch in 2017. Led the development of the process and philosophy and marketing of the fund, in close collaboration with the Sustainability Team. The process involves in-depth due diligence on the sustainability credentials and stakeholder relationships of each candidate for the fund, and a high bar for inclusion. Engagement is a core part of the process, ranging from an initial factfinding to a multi-year relationship with our investee companies to drive positive change.

Responsible for analysis and recommendations across various global sectors - most enduringly automotive but also telecoms, consumer services, leisure etc.

- Co-manage Schroders Demographic Opportunities Fund (transitioned to Sustainable Growth Fund in Nov2017)- Concentrated global equities fund seeking to identify and exploit undervalued sources of demographically-driven growth- Co-developed investment strategy- Participate in marketing and promoting fund- Expertise in demographic analysis; authored several articles on the topic