Lauran Halpin Email & Phone Number

Edinburgh, Scotland, United Kingdom

Edinburgh, Scotland, United Kingdom

Edinburgh, Scotland, United Kingdom

-Led the planning and implementation of a strategic framework for the creation of proprietary ESG scores for each stock on the buy / hold / sell list through the utilisation of third party data as well as qualitative factors. -Responsible for the embedding of ESG considerations into the investment process including the development of positive and negative inclusion factors for portfolios, the usage investment analysis beyond a company’s own ESG reporting, and the integration of issues such as Global Compacts into decision making-Currently heading the development of Edinburgh Partners’ Net Zero Emissions Commitment. This Commitment includes measuring and reporting the carbon footprint of the business and portfolios, developing tools and strategies to reduce emissions, and creating final and interim goals on the road to becoming net zero by 2050.-Developed and maintain an innovative, active engagement and voting system to encourage portfolio companies to pursue more sustainable business practices in all three ESG pillars. The system encourages regular engagement, escalation in engagement if necessary, and active voting of the firm’s shares -Coordinate the teams responsible for regulatory and voluntary submissions such as those for the UK Stewardship Code and UNPRI, AND SFDR II. Also currently examining the feasibility of becoming a signatory to frameworks such as TCFD and the Net Zero Asset Managers InitiativeKey Achievements:-Chosen as a member of Franklin Templeton’s Stewardship & Sustainability Council which was set up to evolve corporate-level ESG infrastructure and best practices across business units and localities-Elected as a member of the Board of Future Asset, a Scottish charity focussed on increasing female participation in the investment management industry. Contribute to the organisation of events and have spoken at conferences to mentor school-aged females in their aspiration to join the sector

Edinburgh, United Kingdom

-Influential and business critical manager of actively managed, institutional International equity portfolios. Utilise strategic decision making and leadership skills for portfolio construction, position sizing and interacting across the business with a wide variety of stakeholders-Represent the firm and portfolios to existing clients, prospects, and consultants as well as across media platforms, contributing to the firm’s market positioning and brand-Lead the formulation of long term, fundamental research analysis across the global healthcare sector to drive stock recommendations and portfolio positioningKey Achievements:-Driven the increase of assets in global and International portfolios invested in healthcare from 3% to approx 20% across all funds to date-Delivered significant absolute portfolio returns across healthcare and for individual mandates, delivering positive outcomes for clients-Authored a series of papers for external audiences exploring the COVID-19 virus, vaccine development, and potential economic and political ramifications of the pandemic (available on request)

Edinburgh, United Kingdom

• Responsible for the strategic management of the personally established global healthcare fund• Represented the firm to clients and prospects at formal meetings, client conferences, etc• Gained technical and practical experience of how new products are brought to market• Learned how to balance the requirements of the varying stakeholders and regulators involvedKey Achievements:✓ Personally identified a market vacancy for a truly long term global healthcare fund✓ Presented a business case for the OEIC to the partners that gained approval and seeding✓ The youngest investor to present a keynote address at Baillie Gifford’s 2012 client conference✓ The fund's sole manager while simultaneously contributing to the Global Equities Department

• Analysed stocks in the global healthcare sector and contributed to portfolio construction• Engaged with investors throughout the department to enable more robust decision making• Focused on sourcing technically astute, long term and innovative primary research• Influenced and communicated with a wide variety of investment teamsKey Achievements:✓ Provided 14+ original, long term stock ideas and macro thought pieces per year✓ Over 50% of stock recommendations were acted upon✓ The number and size of healthcare holdings increased significantly ✓ Co-lead author on a working paper to assess the recruitment and retention of female investors ✓ Presented the paper to the partnership and several recommendations were trialed and adopted

• Three-year rotational program analyzing US equities, European equities and corporate bonds• Valuable experience in equity analysis and valuation methodologies across several sectors• Excellent research skills with the ability to employ a broad spectrum of information sources• Presented stock ideas and arguments to a wide variety of interested parties.

• Developed fundamental skills in holistic portfolio construction for personal and charity clients

Msc, Ecological Economics

Presented thesis on environmental management systems in small businesses at the Corporate Responsibility Research Conference (Trinity.

Bachelor Of Science (Bsc), Biology (Hons)

Received grants in excess of $3,000 from both the Howard Hughes Foundation and the Davidson College Department of Biology to undertake.

Futuremed Executive Program