Charles Stanley has strengthened its Responsible Investment Team with the appointment of Celine Legaspi, who joins as Sustainable Portfolio Lead and Responsible Investment Analyst.
Celine brings considerable ESG experience to the team, joining from investment consultancy Reddington, where she led sustainable and impact investment research within the Manager Research Team, responsible for researching best-in-class investment opportunities, identifying new and emerging themes, and delivering bespoke client projects.
Responsible Investing continues to evolve and we have now entered a more sophisticated, nuanced and education focused era following the FCA’s Sustainable Disclosure Requirements regulation. Global issues continue to be on the minds of a growing base of clients who are keen to play a part through the investments they make. It is increasingly important that Investment Managers are equipped to support clients with these changing preferences. Charles Stanley has specifically expanded the RI team to focus on the increase in client queries and demands in this space.
Celine will lead the day-to-day management of Charles Stanley’s newly-launched Sustainable Multi-Asset Guidance Portfolios. This role will also cover portfolio implementation practices for investment managers and guidance around bespoke portfolio tailoring for clients.
The creation of these Sustainability based guidance portfolios represents a significant amount of work from across the research team – involving Collectives Research, Asset Allocation and asset class specific research teams, alongside our Chief Investment Officer, Patrick Farrell.
Celine joins the Responsible Investment team alongside Paris Jordan, Head of Responsible Investing and Lewis James-Lawrence, Responsible Investment Analyst. The expansion of the team in London signifies the firm’s continued commitment to enhancing its responsible investment credentials and further integrating these considerations into its investment strategy for clients.
She will also support the wider team in responsible investing integration and analysis that will inform investment strategy and decisions that reflect Charles Stanley’s clients’ preferences, leveraging the extensive research capabilities offered by Raymond James Financial based in the US where needed.
Paris Jordan, Head of Responsible Investing, commented: “We are thrilled to welcome Celine to the Charles Stanley team. Her appointment marks a new phase of growth for our Responsible Investment Team, as we enhance our fund selection, portfolio construction and sustainability analysis to meet evolving client needs.
“I look forward to working with her as we continue to develop our research capabilities to provide the best possible outcomes for clients.”
