Katie joined Forsyth Barr in November 2021 as the Head of ESG. Katie is responsible for incorporating ESG (environment, social and governance) principles into Forsyth Barr’s firm-wide operations and investment strategy including assisting advisers with specific client needs.
Katie was previously with the New Zealand Super Fund as a Senior Investment Strategist for Responsible Investment. In that role she was a key contributor to driving the Fund’s Climate Change Investment Strategy and designing its revamped Sustainable Finance Strategy. Katie also led the Fund’s engagement programme and was influential in creating momentum behind the Fund’s increase in impact investment activity.
Before joining NZ Super Fund, Katie worked internationally with Newton Investment Management, the UN-backed Principles for Responsible Investment and as an independent ESG consultant.
Katie also currently serves on the External Reporting Board’s Stakeholder Advisory Panel (XRAP).