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PAM boosts multi-asset SRI team with ESG specialist portfolio manager

Monday, August 17, 2020

Pacific Asset Management boosts multi-asset SRI team with ESG specialist portfolio manager
Read the full press release below

Pacific Asset Management (PAM) today announces the appointment of multi-asset ESG specialist, Will Thompson as portfolio manager with a focus on its multi-asset SRI funds. Will Thompson will report to PAM CIO William Bartleet.

PAM’s SRI range includes the SRI Cautious Growth and SRI Balanced Growth portfolios, the latter of which has been available to investors since 2012. Originally an offering from Parallel Investment Management, they were acquired in June 2020 as part of a strategic partnership with Fidelius Group. The appointment will bring the team to five specialists and draw on Will’s expertise at managing sustainable multi-asset portfolios.

Matthew Lamb, CEO, Pacific Asset Management, said,
“Pacific Asset Management continues to evolve into a truly sustainable fund management company, not just in terms of the funds we offer, but also how we conduct our business and engage with others.

“Pacific was established without legacy product lines or systems and the implications of ESG has been part of our investment team’s thinking for many years, but we recognise that we are still learning and are reinvesting in this area for our clients, our business and the wider environment. This is why we have also recently become a signatory to the UN Principles for Responsible Investment.

“We believe that in years to come all investment will be sustainable without the need for separate ESG buckets and we want to be at the forefront of how that is implemented. “Will brings huge experience of ESG multi-asset investing and will build on the very strong track record of our existing SRI funds, offering institutional-quality ESG investment management to the retail market.”

William Bartleet, CIO, Pacific Asset Management, commented:
“The addition of Will to the team will not only add best in class investment management experience but also true pedigree in managing sustainable multi-asset mandates. We look forward to working with Will and developing and growing and our multi-asset SRI offering.”.

Will Thompson, Portfolio Manager, said:
“I am very excited to join the team at Pacific. The entrepreneurial nature of the business and the huge support available to the investment managers makes this a unique opportunity to develop the suite of SRI multi-asset funds to meet the needs of different risk profiles, but also to help with the adoption of a more integrated approach to ESG throughout the business.”


IMPORTANT INFORMATION | Issued and approved by Pacific Capital Partners Limited, a limited company registered in England and Wales, authorised and regulated by the Financial Conduct Authority. The information contained herein is not approved for use by the public and is only intended for recipients who would be generally classified as investment professionals. Information or opinions contained in this article do not constitute an offer to sell or a solicitation, or offer to buy, any securities or financial instruments or investment advice or any advice or recommendation in respect of such securities or other financial instruments. Where past performance is shown it refers to the past and should not be seen as an indication of future performance.

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