About Graham Sinclair
Graham is Principal at SinCo LLC - Sustainable Investment Consulting LLC. As ESG architect he leads sustainable investment strategy for client engagements integrating environmental, social and governance (ESG) factors into the investment ecosystem and investment lifecycle. Graham's professional experience and education covers two decades in the global institutional investment field (since 2004 focused on sustainability) with degrees in business and law, complemented with professional studies in investment and sustainability. His first decade was running pension funds in Southern Africa and representing global asset managers like SEI Investments. His second decade has been focused on sustainable investment, firstly managing research products at KLD (now MSCI ESG) and lately running his boutique Sustainable Investment Consulting LLC (sincosinco.com) on client engagements ranging from Wall St, to the UN Environment Programme in Geneva, to private equity in Africa.
LONG VERSION > see below.
With the sustainability icon Gro Harlem Brundtland in Cross-River State, Nigeria in June 2012.
- Videoclip of TEDx presentation to TEDxTableMountain on "Investing As If The Future Matters" https://www.youtube.com/watch?v=ypOe0iOrjAE
- Videoclip of Graham Sinclair interviewed on CNBC Africa's Investment 360 following the Africa Investment Funds and Asset Management Forum at Johannesburg Securities Exchange 23-24 July 2013. http://www.abndigital.com/video/analyst-interviews/2013/07/24/sustainable-economic-growth/
- Carbon and Security Risks to Securities Markets, CNBC Africa Power Lunch Interview of Graham Sinclair by CNBC Africa live from JSE, 20 November 2012, 20-NOV-12 http://www.abndigital.com/page/multimedia/video/power-lunch/1467634-Carbon-and-Security-Risks-to-Securities-Markets
- *The impact of carbon tax on your shares: Just how exposed is your investment portfolio to greenhouse gas emissions? Moneyweb INVESTMENT INSIGHTS Author: Sasha Planting| 11 September 2012 12:26 http://www.moneyweb.co.za/mw/content/en/moneyweb-tax?oid=611386&sn=2009+Detail
- Five Questions about SRI – Weekly Expert Interview with Graham Sinclair, President, AfricaSIF.org, South Africa – January 6, 2012, Emerging Markets ESG,http://www.emergingmarketsesg.net/esg/2012/01/06/five-questions-about-sri-%E2%80%93-weekly-expert-interview-with-graham-sinclair-president-africasif-org-south-africa-%E2%80%93-january-6-2012/
- Stewards of Other People’s Money… and The Planet, Posted by Alex Wise, Seachange Radio, 27 December 2011 http://itunes.apple.com/us/podcast/sea-change-radio/id302564681 OR http://www.cchange.net/2011/12/27/stewards-of-other-peoples-money-and-the-planet/
- http://www.justmeans.com/editorialauthor/307.html http://mitsloan.mit.edu/newsroom/spotlight-category.php?c=entrepreneurship MIT Sloan School of Management - Making a difference with your investments - on iTunes http://itun.es/iPQ9WD #iTunes
- GREEN INVESTMENTS: SRI Investing 101 A Villanova student-managed socially responsible investing fund is outperforming the market. by William Baue Green@Work, July/August 2006 http://www.greenatworkmag.com/gwsubaccess/06julaug/investments.html
BIOGRAPHY - NET IMPACT VERSION
About Graham Sinclair
Graham Sinclair MBA'04 is Principal at SinCo - Sustainable Investment Consulting LLC - the sustainable investment advisory boutique. He integrates environmental, social and governance (ESG) factors into investment strategies, processes and indexes through evidence-based research applied by experience of proprietary models and industry standards. High profile global engagements include launching the Principles for Responsible Investment (PRI) in Emerging Markets Project for the UN Environment Programme Finance Initiative (UNEP FI) in Geneva, co-designing the Access to Nutrition Index for the Gates Foundation, GAIN and The Wellcome Trust, developing ESG policy for AIG Global Investment Group’s trillion-dollar portfolio and mapping sustainable investment in Africa for the IFC. Recent projects tackled private equity in emerging markets, integrating ESG into an infrastructure private equity fund, analyzing pension fund investment value chains, exploring the opportunity for impact investing by China into Africa, mapping global institutional investment patterns of practice and developing primary research on global institutional investment practices. He chaired the investment industry group that developed world-leading ESG regulations for pensions investments in South Africa in 2012. Before joining KLD in Boston in 2005, he managed private sector pension funds and relationships for institutional investment, exiting global multi-manager SEI Investments in 2002.
Graham is co-founder of the not-for-profit Africa Sustainable Investment Forum project, AfricaSIF.org. A respected commentator on media platforms including @esgarchitect (a SustMeme Top 500 influencer), Graham sits on expert panels for Globescan, McKinsey and Greenbiz, advises the Yale Dwight Hall SRI Fund and is a GRI Focal Point Advisory Group member. He contributed chapters on Private Equity, Indexes and Africa to "Evolutions in Sustainable Investing" (Wiley Finance, December 2012) and his current book project is “What Do Sustainable Investors Want?". A Senior Fellow of the Environmental Leadership Program and Net Impact Lifetime Member, he co-launched Net Impact Boston in 2005, the 2006 NI Professional Chapter of the Year, and was recognized for his global work by the Net Impact Member Achievement Award in 2008. Since his Harvard Kennedy School lecture “Investing in CSR: From Wall St to Main St” in 2007, Graham has delivered an MBA masterclass on sustainable investment at UNC-Chapel Hill/ Duke, University of Geneva, HEC Paris MBA and University of Exeter, and shared his insights at more than twenty B-schools on 4 continents since 2005. He presented his big idea "Investing As If The Future Matters" at TEDxTableMountain, listed as one of CFA Institute’s “sustainable investing - five videos to watch” in September 2014. Graham holds an MBA from the Villanova School of Business and an LL.B from the Howard College School of Law, as well as various investment industry certifications, including the inaugural WWF One Planet Leaders programme in Switzerland in 2008. Graham resides in Boston, USA and Cape Town, South Africa. On any day he would rather be cycling a mountain pass.
BIOGRAPHY - LONG VERSION
About Graham Sinclair
Graham Sinclair is the sustainable investment architect and global project leader at SinCo (sincosinco.com), the sustainable investment consulting firm. He models investment architecture integrating environmental, social and governance (ESG) factors into investment research, strategies, processes and indexes. Since 2006, SinCo has designed and developed sustainable investment architecture for institutional investors, international organizations, stock exchanges and asset owners for clients ranging from institutional investment managers like AIG Global Investment Group with a trillion-dollar, global multi-asset class portfolio (2006-2008), to international organizations like the International Finance Corporation (2009-2013). Publicly disclosed engagements include launching the Principles for Responsible Investment Emerging Markets Project in 2007-2008 for the UN Environment Programme Finance Initiative (UNEP FI) in Geneva, the Access to Nutrition Index with the Global Alliance for Improved Nutrition (GAIN), the Wellcome Trust and the Bill & Melinda Gates Foundation 2008-2013, and the Istanbul Stock Exchange Sustainability Index 2010-2013 with the Istanbul Stock Exchange, Turkish Business Council for Sustainable Development and Sustainable Asset Management. In 2011 at UN FCCC COP17 in Durban he produced and presented the major Responsible Investment Roundtable Side-Event and produced the Sustainable Settlements Facility seminar for the Development Bank of Southern Africa. His most recent work has been analyzing the institutional investment value chain in South Africa for the IFC and research on portfolio risks from climate change amongst institutional investors for WWF-SA and WWF-UK.
Major consulting engagements in sustainable investment resulting in published research include leading the IFC-funded research into private equity and general asset management ESG strategies in sub-Saharan Africa in South Africa, Kenya and Nigeria (2009-2011), "Sustainable Investment in Sub-Saharan Africa Report" and “Dirty Feet: Portfolio Carbon” (2011-2012), a paper on carbon-pricing impacts and policy implications for investors in South Africa’s 40 largest listed companies. Forthcoming reports are "Defining Momentum: The retirement fund investment value chain and the state of ESG in South Africa" providing the intellectual underpin for the Sustainable Returns Project, and "Shuffling Feet: Institutional Investor Attitudes To Climate Change Portfolio Risks" for the WWF-SA and WWF-UK using the GEPF as case study. In 2010-2011 Graham was expert advisor to the China-Africa Impact Investing Forum project led by Gordon Institute for Business Science & Frontier Advisory.
Graham has ten years specialist experience in sustainable investment globally after eight years in pensions consulting and investment banking in southern Africa, culminating at SEI Investments (seic.com) in Johannesburg. Before starting the eponymous investment advisory boutique SinCo in 2006, he was Product Manager at KLD Research & Analytics, Inc, based in Boston (msci.com/ESG). He is a former contributor to the CSR Initiative at the Harvard University Kennedy School, a Lifetime Member of the Net Impact MBA network and winner of its Distinguished Member Award in 2008, alum of both Tallberg Forum New Leaders Program and the inaugural WWF One Planet Leaders programme in 2008. In 2004 he became a Senior Fellow of the Environmental Leadership Program in Pennsylvania and in 2010 he was invited to join the Network for Sustainable Financial Markets (NSFM). He is a member of The Finance Innovation Lab. Graham is a Special Advisor to the Yale University Dwight House SRI Fund.
Since 2009, Graham has led the AfricaSIF.org Project building an independent, not-for-profit, pan-Africa Sustainable Investment Forum network, AfricaSIF.org. As co-founder and director of AfricaSIF.org he is now leading a 10 firm consortium of investors and ratings firms preparing the AfricaSIF.org 2012 Trends Report, and designed a series of educational seminars on ESG. In South Africa he is a member of the ASISA Responsible Investment Standing Committee and currently chairs its Prudential Assets Working Group that successfully developed ESG regulations in 2011 for pension fund investment, widely regarded as a global best practice. He is a member of the Investment Analysts Society of Southern Africa.
A respected commentator on media platforms including @esgarchitect (a SustMeme Top 500 influencer), Graham sits on expert panels for Globescan, McKinsey and Greenbiz, advises the Yale Dwight Hall SRI Fund and is a GRI Focal Point Advisory Group member. He has been invited to address audiences around the world on sustainable investment, most recently at the Harvard Law School Pensions and Capital Stewardship 11th annual conference. A Senior Fellow of the Environmental Leadership Program and Net Impact Lifetime Member, he co-launched Net Impact Boston in 2005, the 2006 NI Professional Chapter of the Year, and was recognized for his global work by the Net Impact Member Achievement Award in 2008. Since his Harvard Kennedy School lecture “Investing in CSR: From Wall St to Main St” in 2007, Graham has delivered an MBA masterclass on sustainable investment at UNC-Chapel Hill/ Duke, University of Geneva, HEC Paris MBA and developing the first-ever Sustainable Finance module at the University of Exeter One Planet MBA with WWF International at University of Exeter, and shared his insights at more than twenty B-schools on 4 continents since 2005. Graham has interviewed on broadcast TV and published op-ed pieces, and contributed three chapters to "Evolutions in Sustainable Investing" (Wiley Finance, December 2011). His next book project is "What Do Sustainable Investors Want?". He presented his big idea "Investing As If The Future Matters" at TEDxTableMountain, listed as one of CFA Institute’s “sustainable investing - five videos to watch” in September 2014.
Graham earned his MBA on scholarship at Villanova University in Philadelphia, USA where he co-managed the Arnone-Lerer SRI Fund US long-only equity portfolio in 2004, founded the Net Impact chapter and captained the case study competition team at the Net Impact Case Competition hosted at Leeds Business School, CU Boulder. He holds an LL.B from the Howard College School of Law, as well as numerous industry specialist certifications in the investment management and pensions consulting industries. He resides in Boston, USA and Cape Town, South Africa. On any given day, Graham would rather be cycling over a mountain pass.
Research Or Special Interests:
Sustainable investment. Sustainability Indexes. ESG architecture in investment decisions. Institutional investment decision-making. Private Equity. Infrastructure Development. Impact Investing. Ratings, rankings and prize contests.
More detailed biography at http://www.linkedin.com/grahamsinclair.