Ian Robertson

Ian is a Portfolio Manager, Director, and Vice President of Odlum Brown Limited, and a member of the firm’s Executive Committee. He has a strong interest in the impact of ESG issues on corporate strategy and valuation. He contributed to the review of CFA Institute’s ESG Disclosure Standards and the development of the new Climate Investing Certificate. He also holds CFA Institute’s Certificate in ESG Investing.

As a practitioner Ian integrates ESG considerations into his work with clients. In his 2024 Oxford PhD thesis he examined institutional proxy voting on ESG-oriented shareholder proposals to develop a ‘modern proxy theory’ to improve global ESG outcomes. Ian also combines his practical and academic experience in a UK-based social venture – OxProx – that aims to improve transparency and accountability of proxy voting globally.
Ian holds undergraduate degrees from UBC and graduate degrees from Dalhousie and Carleton universities, as well as a post-graduate diploma from the University of Oxford. He is a longstanding community volunteer and is a past board chair of the Responsible Investment Association, the UBC Foundation, the UBC Alumni Association, and CFA Society Vancouver.