Performed proxy research and voting on Financials, Utilities, Communication Services, and REIT sectors, including analysis of board governance and structure, executive compensation structure and impact, shareholder proposals, and economic proxy vote review, including security analysis. Advocate for strong governance principles strategic topics: independence, human capital, executive compensation, climate change, and strategic initiatives. Engage directly with senior executives and board members on topics of importance: climate change, transition to a low-carbon economy, and executive compensation.

Performed in-depth due diligence and enhanced research on established and prospective portfolios using investment analytical tools (e.g., FactSet, Barra, and Bloomberg). Prepare and present formal allocation recommendations to senior management, including funding changes, terminations and new hires. Led junior staff in performing day-to-day analytical tasks to ensure compliance. Led Global Equity ESG Research and Integration efforts by establishing, organizing, and communicating expectations with external managers, including company research, strategy development and issue escalation and/or resolution. Developed best practices and continuously monitored progression of integration of external partners, including annual outreach meeting with investors to discuss ESG integration. Led cross-functional ESG Research effort to source ESG-based strategies for inclusion in Global Equity aggregate portfolio.