Bhavika Haria FIA

Bhavika is a Senior Investment Consultant, with significant experience in helping clients in all aspects of their investment strategy and structure.

She has experience of setting long-term investment strategy, investment risk management, manager selection and monitoring. As a member of Barnett Waddingham’s Sustainable Investment Team, Bhavika is also experienced in helping clients articulate their responsible investment aims and objectives, and working with them, help advise on how to address issues such as the risks and opportunities posed by issues such as climate change and other societal pressures.

Significant experience:

• Investment strategy review work, including design and implementation of LDI strategies
• Manager selection advice
• Advising on the investment aspects of several bulk annuity transactions
• Provision of advice, training and monitoring to LGPS Pension Committee members
• Sustainable investment research, training, objective setting, and implementation – including around net-zero