Investment Director – experienced investment professional, previous responsibilities included all aspects of product management (mutual funds) from ideation to asset re-purposing and consolidation, strategic analysis, developing narratives to promote and explain products, training and mentoring.
Responsible investing certifications include: CFA Climate Risk Valuation and Investing Certificate (August 2024) and CFA ESG program (2022). All sections of the TCFD (2022). CFA Charterholder since 2002
ABOUT ME
My singular focus is to connect investor expectations and corporate practices to create aligned capital flows for the
long-term. My lens is sustainability and reputational risk. Your strategy is my bright line.
I believe in the power of capital markets to change things when they set their intentions and have the tools to do it.
I provide tools to activate those intentions.
With a background in investments, sustainability, and real estate, I’m uniquely positioned to understand the impact that
capital markets can have and the delicate balance of pushing forward within the prevailing context of short-termism.
WHY PARTNER WITH ME?
• For me, it’s personal: I carefully design each mandate to capture your needs and ambitions. I am your dedicated partner from start to finish.
• Grow your competence: My analytical approach means no black boxes. My goal is for you to internalize this work and stand tall on your own.
• No fluff: I provide deliverables that are actionable and reflect your context. I won’t spend your budget on ‘nice-to-haves’ (unless you want them!).
Christie Stephenson is the Executive Director of the Peter P. Dhillon Centre for Business Ethics at UBC Sauder School of Business and a national expert on social and environmental investment and governance.
Before joining UBC Sauder in 2016, Christie spent more than 15 years at socially responsible and impact investing firms Sustainalytics (then Jantzi Research Associates), NEI Investments (Ethical Funds) and Rally Assets (previously Purpose Capital).
Christie also has more than two decades of diverse director experience, serving on the boards of organizations addressing a variety of social and environmental issues, as well as values-driven companies in a range of industries, across the spectrum from start-ups to large mature entities and with both business-to-consumer and business-to-business operating models. This has included the boards of non-profit organizations, university bodies, cooperatives, a multi-employer pension plan, private companies, and reporting issuers.
She is a member of the Climate Governance Experts Network of the Canadian Climate Law Initiative, the Metro Vancouver Zero Emissions Innovation Centre’s investment committee, the British Columbia Securities Commission Corporate Finance Stakeholder Forum, and the International Impact and Sustainable Finance Faculty Consortium.
She has served as a judge for Governance Professionals of Canada’s Excellence in Governance Awards, the Chartered Professional Accountants of Canada’s Corporate Reporting Awards and the Canadian Investment Review’s Pension Leadership Awards.
She has delivered board governance training through UBC Sauder Executive Education, Directors College, and the Governance Professionals of Canada; taught environmental, social and governance (ESG) investing to undergraduate and MBA students; and delivered training for a variety of professionals including accountants on non-financial disclosure through the Chartered Professional Accountants of Canada.
Christie is a regular media commentator on business ethics and ESG issues, whose views are covered by TV, print and radio media.
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.
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