Richard is a Senior Investment Analyst at BW, working primarily with the trustees of UK defined benefit (DB) pension schemes.
He also works as part of the Sustainable Investment Team (SIT) and primarily focuses on the implementation of BW’s sustainability offerings, including our ESG monitoring services and support for clients to meet sustainability-based regulations, such as TCFD and Implementation Statements.
His work with others in SIT supports the development of our in-house climate analysis framework. By focussing on condensing the wide area of ESG into concise reports, he helps clients to understand their exposure to ESG risks and the influence they can have through effective stewardship.
Richard’s experience across areas wider than sustainability allows him to provide tailored investment solutions, whilst considering sustainability, that truly complement our clients' existing frameworks.
Significant experience:
- Aligning investment strategies in preparation for bulk annuity transactions.
- Advising clients on sustainability issues (setting ESG policies, ESG implementing and ESG monitoring).
- Advising in relation to setting long-term strategy, manager selection, risk management, LDI strategies and performance monitoring.
- Training and support for master trust clients and several large (£5bn+) DB schemes, from advising on sustainability factors to considerations for charities.
Other experience:
- Working with UK defined contribution (DC) schemes and UK-based charities.
