CFA Society UK (CFA UK), the local society of investment professionals which works with members to build a better investment profession, today announces the appointment of four new Fellows.
- Deb Clarke, ASIP, NED, EMEA board of Blackrock and member of the CFA UK Advisory Board
- Matt Lonergan, CFA, former CFA UK Board member and Treasurer
- Daniel Murray, CFA, former CFA UK Board chair and CEO of EFGAM Switzerland
- Sacha Sadan, ASIP, Director of ESG, FCA
Open to CFA UK members and non-members alike, the accolade is awarded to people who are judged by the Society’s Fellowship Committee to have made an outstanding contribution to the profession or the aims and objectives of the Society.
Richard Dunbar, CFA, FSIP, Chair of the Fellowship Committee said: “We are delighted to welcome our four new Fellows. Fellowship allows us to build and cement bonds with thoughtful, experienced investment professionals who can provide the Society with guidance and feedback. The new Fellows will enhance the Fellowship’s demonstration of a level of common sense, intelligence, integrity, hard work and a commitment to the profession and to our clients.”
Adds Will Goodhart, Chief Executive of CFA UK: “We’re delighted to recognise individuals who have contributed to the development of the investment management profession. Deb has accomplished so much in her financial services career - having managed assets on behalf of clients, led large global teams of asset managers, been a client consultant and undertaken forward looking due diligence on investment strategies across the globe. Sacha has long been a leader in stewardship and governance – providing useful guidance to the society on each – and is now leading vital work at the FCA to embed ESG across the wide spectrum of regulatory activities. Daniel was a long-time volunteer and then chair during the three of the most challenging yet successful years in the society’s history and Matt set the bar for both the quality and depth of the contribution that a volunteer can make to the society. It’s an honour for us to welcome them all as Fellows.”
About the new Fellows
Deb Clarke, ASIP
Deb Clarke was Global Research Chair and Global Head of Investment Research at Mercer for close to 16 years, following an extensive career in asset management and consulting which included 20 years as a portfolio manager. She retired from her position at Mercer in June 2021 and is building a portfolio career, including a NED role on the EMEA board of Blackrock and a member of the UKCFA Institute Advisory Board. She is a regular speaker at CFA UK's Ethical Leadership Programme and a regular attendee of the society's Advisory Council meetings that provide valuable feedback and guidance to the Board and executive team.
Matt Lonergan, CFA
Matt joined the CFA UK Board in November 2014 and immediately took on the Treasurer's role that he then held for six years. During his time on the Board he was also a member of the IT Committee, worked closely with the Investment Committee and contributed to various Board governance reviews. Before joining the committee, Matt served on the accounting advocacy committee and the continuing education committee. He has been a regular attendee at CFA Institute/society meetings and a strong advocate for the society's interests. The committee regarded him as an exemplary volunteer.
Daniel Murray, CFA
Daniel joined the CFA UK Board in November 2014 having led the structured learning committee and previously the careers committee. He became involved in volunteering having been a winner of the Society's Wincott Prize for the best article in the Society's Professional Investor magazine. During his time as chair (2018-21), the Society launched its first new qualification for 25 years (the Certificate in ESG Investing), completed a governance review that has seen the Board become more strategic and welcomed CFA Institute's annual conference to London. He was due to step down in November 2020, however he stayed on with the other officers to see the Society through Covid, the move to online exam delivery and the development of the Certificate in Climate & Investing that was launched early in 2022.
Sacha Sadan, ASIP
Sacha Sadan is the newly created Director of ESG at the FCA (Financial Conduct Authority). Facilitating the UK financial regulator to embed ESG across the wide spectrum of regulatory activities and reporting to the CEO. Previously, Sacha was Director of Investment Stewardship (10 years) and on the board at LGIM, one of the world’s largest asset managers. Sacha had responsibility for investment stewardship, including environmental, social and governance (ESG) areas, collaborating with other investors as well as governments and regulators. He was recognised in the Financial Times as one of ‘the 30 most influential people in the City of London’. Sacha was previously a UK equity manager at Gartmore where he co-managed a range of UK equity hedge, retail and institutional funds. He was voted the top-rated Pan European fund manager in the Thomson Reuters Extel awards. He started his career at Universities Superannuation Scheme (USS) pension fund. Sacha is a Fellow of ICSA and a founding member of the UK Investor Forum and was a member of their board for 6 years. Sacha is also a member of the group advising government on the development of net zero transition plans.
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About CFA UK
Part of the worldwide network of member societies of CFA Institute,represents the interests of 12,000 investment professionals in the UK.