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Team

Rory Sullivan, Head of Investor Responsibility

Dr Rory Sullivan is responsible for leading the team's thematic research and engagement activities on social, ethical and environmental issues. He has specific responsibility for investment research and engagement relating to climate change and human rights.

Rory joined Insight in 2002. He has over 15 years of experience in environmental management and public policy, having worked for the private sector and government agencies in Australia, South-East Asia, Africa and Europe. His experience includes advising organisations on greenhouse, energy and environmental management issues, and advising Environmental Australia and the OECD on the development and implementation of pollutant release and transfer registers.

He also has extensive experience in human rights – he chaired the Amnesty International (Australia) Business Group for three years and subsequently worked for Amnesty International (UK) - with a particular focus on trade and investment policy, and multinational enterprises and the law. He has contributed to various working groups and other bodies on issues such as mining and human rights, and the role of companies in conflict zones. He is the editor of Business and Human Rights: Dilemmas and Solutions (2003).

Rory has written over 200 articles, book chapters and papers on environmental and energy policy, corporate responsibility, and related business issues. He is the author/editor of five books on these issues including Rethinking Voluntary Approaches in Public Environmental Policy (2005) and Responsible Investment (edited with Craig Mackenzie, 2006).

Rory holds an honours degree in electrical engineering (University College Cork, Ireland), Masters' degrees in Environmental Science (University of Manchester, UK) and Environmental Law (University of Sydney, Australia), and a PhD in Law (Queen Mary, University of London, UK).

William Claxton-Smith, Head of Corporate Governance

William joined Insight Investment in 1976 after graduating from Exeter College, Oxford with a degree in Philosophy, Politics and Economics. He initially worked as a UK Equity Analyst, then as a Fund Manager responsible for Insight’s Equity High Income Fund for 19 years until January 2004.

William has been involved in corporate governance and regulation issues for many years and is now focusing entirely on corporate governance activity.

He is a member of a number of industry bodies including the Investment Committee of the Association of British Insurers and the CBI Companies Committee.

He has spoken and written extensively on corporate governance issues.

Rachel Crossley, Director, Investor Responsibility

Rachel joined Insight in March 2002 to help set up the Investor Responsibility team. She is responsible for the design and delivery of the team's engagement with companies on a wide range of environmental and social issues and also undertakes investment research on these issues. She leads and contributes to Insight's engagement programmes in the areas of consumer health and obesity, sustainable housing and property management, human rights, labour standards, revenue transparency, climate change and nanotechnology. In addition, Rachel runs Insight's Community Arts Programme and provides input to HBOS on various corporate responsibility policies and programmes.

Before working with Insight, Rachel worked for three years in the SRI team at ISIS asset management (formerly Friends, Ivory & Sime (FIS), now F&C asset management). During that time she was instrumental in developing the engagement-based approach to SRI. She was also responsible for all SRI fund policies and pioneered FIS's corporate engagement on human rights. ethical trading and foresty issues.

Rachel started her career at the World Bank, where she was as an environmental economist for six years, focussing on environmental and natural resource development projects in several developing countries. She then worked as an adviser to WWF-UK for a year and for three years at EA Capital, a leading New York-based financial advisory and consulting firm, specialising in environmental finance.

Rachel has written and spoken extensively on a wide range of environmental and social issues, corporate responsibility and SRI. She also sits on its Advisory Board of the not-for-profit organisation, The Climate Group and is a Trustee of that charity. She is also a member of Traidcraft's Advisory Committee on the Responsible Purchasing Practices Project and sits on the Advisory Board of Sedex.

Rachel holds a BA Dual Honours degree in Economics and Geography (Sheffield University) and a Masters degree, with Distinction, in Environmental Economics and Policy (Wye College, University of London).

Jennifer Kozak, Research Manager, Investor Responsibility

Jennifer joined the Investor Responsibility team in October 2002 and is responsible for managing the ethical screening process for Insight's Evergreen and European Ethical Funds, she also undertakes thematic research on a range of environmental and social issues. She has particular expertise in climate change, genetic engineering, and renewable energy technologies and leads Insight's engagement and investment research on water and waste issues.

Before joining Insight, Jennifer worked for six years at KLD Research & Analytics, Inc., in Boston, a leading provider of corporate social and environmental research to the global financial services industry.

As a Senior Analyst of KLD and Director of Consulting, Jennifer researched the social and environmental records of hundreds of US and international companies and managed the firm's consulting business. She served for four years on the company selection committee for the Domini Social 400 Index, a well-established SRI benchmark for the US market. She had previously worked for the Department of Environmental Management on a sustainable development project in rural Massachusetts.

Jennifer is a member of UNEP FI's Asset Management Working Group as well as the newly formed Water and Finance Advisory Group.

Jennifer holds a BA in International Relations and Spanish (Mount Holyoke College, USA) and an MA in Urban and Environmental Policy (Tufts University, USA).

Nicola Corney, PA/Team Secretary, Investor Responsibility & Corporate Governance

Nicola joined Insight in May 2005. She is the Investor Responsibility team administrator. Prior to joining Insight, Nicola worked for Ernst & Young in the Expatriate Tax department as a team co-ordinator. She has also worked for Deutsche Bank and Hays Banking Personnel.



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