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Sarah Cleveland

Sarah Cleveland ... Shift­ing the focus of what is con­sid­ered smart insti­tu­tional invest­ing. ... Portland, Oregon ... Financial Services

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Peter Burgess

Sarah Cleveland 1st Sarah Cleveland Shift­ing the focus of what is con­sid­ered smart insti­tu­tional invest­ing. Portland, OregonFinancial Services Current Sarah Cleveland Consulting Previous Towers Watson Investment Services, Inc., Rogerscasey, Inc., Wachovia Securities Education University of Massachusetts, Amherst 500+ connectionsSend a messageEndorseMore options Connected 21 hours ago RelationshipContact Info Email sarah@sarahcleveland.com Phone 503.816.5203 (Mobile) Linkedin www.linkedin.com/in/clevelandsarah Website NWEI US SIF Company Website Edit contact info Background Summary Sarah Cleveland is an independent investment consultant whose mission is to have sustainability principles considered in all investment decisions. In 2011 she founded Sarah Cleveland Consulting (SCC) to provide education, research and communication services to investors, asset managers, investment consultants, NGOs and research organizations. When appropriate, SCC will partner with allied professionals among a global network of practitioners. SCC’s projects typically relate to long-term investor interests that are impacted by natural resource constraints. Sarah has been involved in economic research and financial services for over 20 years, and active in the sustainable investment since 2003. Previously Sarah consulted with a broad range of institutional investors as senior consultant with Towers Watson Investment Services and Rogerscasey. Sarah currently serves as: • Investment & Audit Committee member for The Russell Family Foundation; • Executive Council member, Pacific University, College of Business; • Board member of the Northwest Earth Institute; and • Advisory board member of the Journal of Environmental Investing. As a well-regarded expert in the field, Sarah has presented on sustainable investment at numerous conferences including the Institutional Investor Endowment & Foundation Roundtable, SACRS (State Association of County Retirement Systems), and the SRI Conference. In addition to an M.S. in Agricultural and Resource Economics, Sarah earned a B.S. in Agricultural and Resource Economics, cum laude, from the University of Massachusetts, Amherst. Affiliations include memberships with US SIF: The Forum for Sustainable and Responsible Investment, the Network for Sustainable Financial Markets, and Social Venture Network. Experience Sarah Cleveland ConsultingFounder Sarah Cleveland Consulting August 2011 – Present (3 years)Portland, Oregon In 2011 Sarah founded a consulting practice to further industry efforts to mainstream sustainable investment. Clients include money managers, investment consulting firms, institutional investors, and select non-governmental organizations. Sarah Cleveland Consulting has 3 core strategies to execute its mission to mainstream sustainable investment: 1. Relationship building between investment consultants and money managers as well as investment consultants and institutional investors by (a) preparing money managers to work with institutional investment consultants; and (b) assisting institutional investors to find a best-fit investment consultant; 2. Strategic advice to investment consulting firms on the sustainable investment industry; and 3. Research on select areas of the institutional investment industry. Recent Accomplishments: - Conducted research on sustainable investment beliefs and practices of investment consultants through confidential interviews, resulting in published paper “Incorporating Environmental, Social and Governance Factors into Investing: A Survey of Investment Consultants” for Ceres and the Investor Network on Climate Risk - Created and led workshops on the sustainable investment marketplace, investment beliefs and scenario analysis for global financial services firm - Assessed asset manager communication directed to investment consultants and investors through mock “pitch” book presentations, resulting in succinct, creative messaging (Open)1 organization (Open)1 recommendation George Matthews, CFA George Matthews, CFA Head of Consultant Relations & Business Development at Analytic Investors Sarah is a great person to work with. She is a true expert on Sustainable Investment practices.View Towers Watson Investment Services, Inc.Senior Investment Consultant Towers Watson Investment Services, Inc. January 2009 – April 2011 (2 years 4 months)Portland, OR Advised US-based corporate retirement clients, co-directed non-profit new business development and led North American sustainable investment efforts. - Consulted with 6 pension and defined contribution (DC) clients with assets exceeding $2 billion, on investment strategy, policy, implementation, and monitoring - Enhanced brand recognition in endowment and foundation segment by presenting at industry conferences and developing investment committee performance improvement “tool kit” - Promoted Towers Watson’s sustainable investment leadership in the US by serving on the board of US SIF: The Forum for Sustainable and Responsible Investment, sponsoring conferences, and introducing a new consulting framework - Improved governance and stimulated employee participation in a healthcare client’s DC plan by streamlining investment choices as well as DC plan structure across 3 independent vendors - Reduced volatility of pension contributions for regulated publicly-traded utility through revised asset/liability strategy that lowered risk as pension funding status improved Rogerscasey, Inc.Director Rogerscasey, Inc. September 2002 – December 2008 (6 years 4 months)Portland, Oregon Directed Portland team; led firm’s sustainable investment initiative; and advised endowments, foundations, healthcare organizations, as well as corporate and public retirement plans. - Consulted with 10 clients totaling over $1.1 million in annual revenue on asset allocation, investment policy, manager selection, and performance evaluation - Achieved 100% client retention by proactively addressing market volatility during the 2007-2008 financial crisis - Launched firm’s sustainable investment efforts that led to UN projects, becoming a signatory to the UN Principles for Responsible Investment, and developing a “green” investment product - Directed firm’s sustainable investment project with the UN Environment Program Finance Initiative resulting in the UN publication, “Show Me the Money” - Helped endowment client avoid trust document violations by revising strategy and investment managers to prioritize income production Financial Advisor Wachovia Securities April 1999 – September 2002 (3 years 6 months)Portland, Oregon Advised individuals and corporate clients through Wachovia’s Private Client Group and partnered with allied professionals to service clients’ accounting and legal needs. - Attracted, serviced, and retained over 125 clients through disciplined planning and asset management - Consistently exceeded firm benchmark for portion of monthly revenue generated from consulting program by 75-100% Arnerich Massena, IncManager, Analytics Arnerich Massena, Inc January 1994 – March 1999 (5 years 3 months) Managed all investment manager due diligence and investment management related client projects with a team of analysts and departmental administrative assistant. Provided back-up to consultants for client meetings and quarterly performance reviews. - Performed asset allocation studies ranging from cash-only to a diversified mix of fixed income, equities, and alternative assets - Conducted over 300 manager interviews with US and international firms, including more than 30 on-site due diligence reviews across the US - Executed over 200 manager searches ranging from cash-oriented to emerging markets equities Economist Oregon Public Utility Commission March 1991 – January 1994 (2 years 11 months)Salem, Oregon Conducted economic research on regulatory policy issues involving telecommunications and electric utilities. Prepared and defended written testimony on economics of telecommunications services in Oregon. University of the South PacificFulbright Lecturer in Economics University of the South Pacific October 1989 – December 1990 (1 year 3 months)Suva, Fiji Taught introductory microeconomics and macroeconomics. Designed and conducted lectures for classes of 250 students from 11 South Pacific countries. Publications “Approaches to Environmental Investing.”(Link) April 2013 2 authors Sarah Cleveland Sarah Cleveland Shift­ing the focus of what is con­sid­ered smart insti­tu­tional invest­ing. No photo Portfolio 21 “Incorporating Environmental, Social and Governance Factors into Investing: A Survey of Investment Consultant Practices.”(Link) October 2012 3 authors Sarah Cleveland Sarah Cleveland Shift­ing the focus of what is con­sid­ered smart insti­tu­tional invest­ing. Kirsten Spalding Kirsten Spalding Financial Services Consultant and Professional No photo Sean Pears Languages English Native or bilingual proficiency Organizations The Russell Family Foundation Investment & Audit Committee Member Pacific University, College of Business Executive Council Member Northwest Earth Institute Board of Directors; Chair, Governance Committee US SIF: The Forum for Sustainable and Responsible Investment Research Committee, Annual Conference Agenda Committee, and Education Committee Network for Sustainable Financial Markets Skills & Endorsements Top Skills 74Investment Strategies 30Investments 30Asset Allocation 24Investment Management 14Pensions 12Endowments 10Fixed Income 8Financial Services 7Due Diligence 7Strategy Sarah also knows about... 6Retirement 6Alternative Investments 5Institutional... 5Retirement Planning 5Portfolio Management 4Nonprofits 4Economics 3Hedge Funds 2Investor Relations Education University of Massachusetts, Amherst University of Massachusetts, Amherst MS, Agricultural & Resource Economics 1984 – 1989 Thesis: “Economics of Policies for Protecting Groundwater From Agricultural Pollution: A Case Study” University of Massachusetts, Amherst University of Massachusetts, Amherst BS, Agricultural & Resource Economics 1981 – 1984 During that time, I also finished an AS in Fruit & Vegetable Crops at the Stockbridge School at the University of Massachusetts, Amherst and a Minor in Political Science. Milton Academy Diploma, General Studies 1965 – 1973 School Year Abroad, Barcelona, Spain Spanish, Junior in High School 1971 – 1972 Additional Info Advice for Contacting Sarah Contact me directly at sarah@sarahcleveland.com or (503) 816-5203. Recommendations Received (1)Given (5) Peter, would you like to recommend Sarah? Recommend Sarah Founder Sarah Cleveland Consulting George Matthews, CFA George Matthews, CFA Head of Consultant Relations & Business Development at Analytic Investors Sarah is a great person to work with. She is a true expert on Sustainable Investment practices. March 8, 2012, George was with another company when working with Sarah at Sarah Cleveland Consulting ConnectionsAll (500+)Shared (10)New (8) Georgette WongGeorgette Wong2nd CEO, Correlation Consulting and Creator, Take Action! The Impact Investing Summit Connect19Miriam EavesMiriam Eaves2nd Business Development Advisor at Kapitall Connect37Dave ChenDave Chen2nd Principal, Equilibrium Capital Group Connect6Grant CleghornGrant Cleghorn2nd Director of Institutional Sales & Marketing Connect2Jim RoweJim Rowe2nd US & Global Institutional & Family Offices Investor Relations & Fundraising Connect2Andrew MalkAndrew Malk2nd Managing Partner, Malk Sustainability Partners Connect16Kevin GrangerKevin Granger2nd Portfolio Manager, Phocas Financial Corporation Connect1Roger TobinRoger Tobin2nd Test Practice Consultant / Delivery Manager, Project Solutions at Experis, A Manpower Company Connect1Josh KnauerJosh Knauer2nd President/CEO at Rhiza Connect14 PreviousNext Groups AIMSE - The Association of Investment Management Sales Executives AIMSE - The Association of Investment Management Sales Executives Join Boston Investment Professionals Boston Investment Professionals Join Change Agents Unite! Change Agents Unite! 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