Merlon appoints sustainability manager

merlon capital partners Neil Margolis

7 September 2021
| By Chris Dastoor |
image
image
expand image

Fidante Partners supported boutique Australian equity fund manager Merlon Capital Partners has appointed Rebecca El-Khoury as sustainability manager.

She would support efforts to integrate environmental, social and governance (ESG) related matters across its Australian equity funds, including the Merlon Australian Share Income fund.

El-Khoury joined from TransGrid where she was a sustainability manager within the corporate strategy and sustainability team.

Prior to this, she held roles at Deloitte Access Economics, the Australian Taxation Office and the Reserve Bank of Australia.

Lead portfolio manager, Neil Margolis, said El-Khoury’s appointment was aligned with Merlon’s culture of thinking and acting as long-term owners of businesses.

“ESG related matters are becoming increasingly important in assessing potential and monitoring existing investments,” Margolis said.

“Further, the skills required to develop a deep understanding of ESG related issues and coordinate engagement activities is becoming increasingly specialised and resource intensive.

“We are excited to work with Rebecca to further develop and implement our ESG philosophy and processes.”

As of 30 June, 2021, Merlon managed approximately $1 billion on behalf of institutional investors, charities and endowments, and retail investors.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 months ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago

TOP PERFORMING FUNDS