Shane Tiley

Morningstar Sustainalytics is a leading independent ESG and corporate governance research, ratings and analytics firm that supports investors around the world with the development and implementation of responsible investment strategies. For more than 30 years, the firm has been at the forefront of developing high-quality, innovative solutions to meet the evolving needs of global investors.

Ted Jackson

E.T. Jackson and Associates is an international management consulting firm providing strategic planning, organizational learning, and performance assessment services in sustainable development to grant-makers and investors in the public interest in developed and emerging economies. Among the company’s current priority areas are jobs and gender in the energy transition, impact incentives in climate finance, affordable housing, fair food production, and community-university partnerships. Its President, Dr. Ted Jackson, holds Responsible Investment Professional Certification.

Sandy Rose, CFA

As a consultant, my focus is making the ESG connection between asset owners and capital providers. I specialize in bite-sized strategic projects to keep business moving forward, and just as important, give leaders time to breathe. My roots are in finance, and I continue to lean on its foundation of research, analysis and rigour to integrate sustainability into the investment process and company narratives.

I offer an ‘Expert Resource Service’ for asset managers struggling to resource the responsibilities that come with implementing the Principles for Responsible Investment (PRI). Whether looking for minimum compliance or global best practices, I meet investors where they are and also offer support for Principle 6 (reporting) as a standalone service.