Marketplace Access: Investment Consultant

Sandy Rose, CFA

As a consultant, my area of focus is real estate and 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.

Rommie Johnson

The IFRS Foundation is a not-for-profit, public interest organisation established to develop high-quality, understandable, enforceable and globally accepted accounting and sustainability disclosure standards—IFRS Standards—and to promote and facilitate adoption of the standards.

Aymen Karoui

Aymen Karoui works at Sustainalytics|Morningstar as a Director in the Methodology and Portfolio Research team. He was an associate professor of finance at York University, Glendon College. Prior to that, he was an associate professor in the Department of Finance at the University of Quebec at Montreal. Furthermore, he worked for a couple of years as a portfolio manager at Desjardins Global Asset Management. Karoui holds a Ph.D. in administration from HEC Montreal, an MBA in Finance from Laval University (Quebec City), and a bachelor’s degree in finance from IHEC Carthage.