Burgess COMMENTARY

Peter Burgess

Julie Gorte
Senior Vice President for Sustainable Investment
Washington D.C. Metro AreaInvestment Management
Current Pax World Management Corp.
Previous Ceres, Calvert Mutual Funds, Calvert Group
Education Michigan State University
500+ connections
www.linkedin.com/pub/julie-gorte/0/8ab/927

Background

Summary

I oversee Pax World's environmental, social, and governance research and the integration of this research with financial research for investment purposes. I also oversee Pax's shareowner advocacy and public policy advocacy.

Specialties:sustainable investment socially responsible investment Experience Senior Vice President for Sustainable Investment Pax World Management Corp. April 2007 – Present (6 years 1 month) Board Member Ceres 2002 – 2009 (7 years) Vice President and Chief Social Investment Strategist Calvert Mutual Funds 2006 – 2007 (1 year) Chief Social Investment Strategist Calvert Group 2005 – 2007 (2 years) Chief Social Investment Strategist Calvert 1999 – 2007 (8 years) Senior Analyst Northeast-Midwest Institute 1998 – 1999 (1 year) Program Manager for Technology US EPA 1997 – 1998 (1 year) Vice President The Wilderness Society 1994 – 1996 (2 years) Education Michigan State University Ph.D, resource economics 1976 – 1980 Northern Arizona University Bachelor of Science 1972 – 1976 Recommendations Given (5) Shari Friedman Senior Policy Analyst Shari is everything I like working with: smart, efficient, organized, thoughtful, and she knows not only how to analyze but how to synthesize large amounts of data. She is also a delightful person, a pleasure to be with at work or away from work. She has a sense of humor and a sense of seriousness. If I could work with her again, I would be delighted. January 15, 2013, Julie managed Shari at US EPA Karin Chamberlain Sustainable Business Professional I worked with Karin as we managed a project to construct a draft index for a multilateral organization. She is thoughtful, smart, organized, quick, and creative. Her presentation of the results was thorough, but still efficient and brief. I would welcome the opportunity to work with her again. I have rarely had as pleasant an experience with a colleague. January 27, 2011, Julie worked with Karin at Boston, MA Hind Aloul Intern Hind was a pleasure to to work with. She was thoughtful, quick, followed up all suggestions, and knowledgeable. I would be happy to work with Hind again. January 26, 2011, Julie managed Hind at Calvert Group , Maryland, US. Toni Brown Executive Assistant Toni was conscientious, thorough, and attentive to details. She was a pleasure to work with, both pleasant and utterly reliable. February 2, 2009, Julie managed Toni at Calvert Group Rob Perry Network Systems and Security Manager Rob is a wonderful colleague: he is helpful, thoughtful, knowledgeable, and unfailingly polite. He is also funny and charming, and therefore a delight to be around whether in a work context or not. I have taken several fairly quirky and unusual IT problems to him, and he has never failed to solve them, quickly and cheerfully. He is also an acquirer of information: he reads...more July 24, 2007, Julie worked with Rob at Calvert See More ConnectionsShared (4) Toby Webb1st Founder, Ethical Corporation and Stakeholder Intelligence Montashir QUB1st Compliance Auditor at OTTO Intl (HK) Ltd Lance Lindblom1st Retired as President & CEO, Trustee, of The Nathan Cummings Foundation Alice Tepper Marlin1st President, Social Accountability International (SAI) PREVIOUSNEXT Groups 85 Broads Join Association of Climate Change Officers Join Carbon War Room Join CommentVisions Join Corporate Social Responsibility Join ESG Investing Join European Corporate Governance Forum Join See 13 more Following The Journal of Environmental Investing Investment Management