The new face of diversity investing

Ana is Managing Director and Head of Equity Portfolio Strategists for EMEA, a team dedicated to developing compelling and differentiated positioning for our active, index and smart beta equity investment strategies. The team are subject matter experts in the field of equities, working with clients to share the firm’s latest research and investment insights to help inform their portfolio decisions.

Ana joined SSGA in June 2013 as a Portfolio Strategist within the firm’s equity beta solutions team, moving from Russell Investments where she was responsible for the research of active and passive equity managers. At Russell, Ana started as a portfolio analyst supporting the firm’s multi-manager funds. She was previously a consultant at Towers Perrin in both Paris and London.

Ana is a CFA charter holder and a graduate of the School of Economics and Management (Technical University of Lisbon).

Yasmine Chinwala is a partner at capital markets think tank New Financial, which launched in September 2014. New Financial contributed data to the government-backed Gadhia Review of senior women in UK financial services, and is working with HM Treasury to conduct an annual review of the Women in Finance Charter to monitor the progress of signatories. She is also chair of the Women in Finance Charter Industry Board.

Yasmine firmly believes that diversity in its broadest sense is not only an essential part of running a sustainable business but a fundamental part of addressing cultural change. She leads New Financial’s diversity and culture programme. Our research covers ground-breaking work on diversity disclosure, diversity from an investor’s perspective, and measuring female representation on boards and executive committees across financial markets. Our most recent research includes diversity and culture, diversity in portfolio management and unique analysis of gender pay gap data in UK financial services.

Yasmine started her career as a financial journalist. She worked for industry weekly Financial News for 10 years, starting out as a reporter before joining the online editing team in London and New York. From 2008-2013 she ran FN’s features desk, in charge of the publication’s flagship FN100 Most Influential, FN100 Women and Rising Stars lists. She has a BSc in Economics from the LSE and a keen interest in behavioural economics and organisational psychology.

Deborah Fuhr is the managing partner and co-founder of ETFGI, an independent research and consultancy firm launched in 2012 in London offering a number of research subscription services. Previously, she served as global head of ETF research and implementation strategy and as a managing director at BlackRock/Barclays Global Investors from 2008 – 2011. Fuhr also worked as a managing director and head of the investment strategy team at Morgan Stanley in London from 1997 – 2008, and as an associate at Greenwich Associates. She holds a BS degree from the University of Connecticut and an MBA from the Kellogg School of Management at Northwestern University.

Fuhr was the recipient of the 100 Women in Finance 2017, European Industry Leadership Award as well as the 2014 William F. Sharpe Lifetime Achievement Award for outstanding contributions to the field of index investing.

Fuhr is one of the founders and on the board of Women in ETFs, one of the founders and on the board of Women in ETFs EMEA chapter, is on the board of Cancer Research UK’s ‘Women of Influence’ initiative to support female scientists.

Pamela is the Head of Diversity and Inclusion for Europe, Middle East and Africa at Bloomberg. In this role she leads the company’s global diversity and inclusion initiative in the region, serving as a partner and thought leader on strategy and vision.

Pamela is cited as one of the most recognised thought leaders and vocal advocates for diversity across the private sector and has more than 20 years’ experience in managing diversity across engineering, financial services, technology and media. During her tenure Pamela has provided coaching and guidance to senior leaders whilst collaborating across HR and the business to deliver objectives, measures and solutions to promote and progress diversity and inclusion.

Pamela has worked at firms including Barclay’s, Bechtel Ltd, Deutsche Bank, Goldman Sachs and Northern Trust and has been instrumental in firmly establishing ethnic diversity as an imperative across the City whilst being a visible and vocal campaigner for equality.

Pamela was recognised in the 2017 & 2018 PowerList of Britain’s most influential people of African and African Caribbean heritage, awarded Head of Diversity of the Year in the 2016 European Diversity Awards and was featured in the 2016 & 2017

Global Diversity List Top 50 Diversity Professionals.

Pamela is a Trustee at The Inspiring Leadership Trust.

Rebekah Martin has been AstraZeneca’s Head of Reward and Diversity since April 2018. Rebekah studied Biochemistry at Oxford University before qualifying as a lawyer in the UK. She completed her legal training in London and specialised in employment law on qualification. After a number of years in private practice, Rebekah joined AstraZeneca in 2011. Since then she has held senior roles in legal, including Asia Area Legal Director based in Singapore and Deputy General Counsel for Europe Commercial and Global Employment, before joining the HR team in early 2018. Rebekah leads AstraZeneca’s Global strategy on Inclusion and Diversity.

Helena is well known for her work on gender equality. She founded the 30% Club, a campaign for more gender-balanced boards in 2010. Since then, the representation of women on FTSE100 boards has risen from 12.5% to 30.9% and there are now eleven 30% Clubs throughout the world.

Helena was CEO of Newton Investment Management for fifteen years, taking its assets under management from £20bn to £50bn. She joined Legal and General Investment Management in 2017, leading a drive to engage the nation to invest more, with a particular focus on improving women’s financial wellbeing.

Helena has been named one of Fortune magazine’s World’s 50 Greatest Leader, the Financial Times’ 2017 ‘Person of the Year’ and awarded ‘Outstanding Contribution to Business’ at Lloyds Bank National Business awards in 2018. She was appointed a Dame in the Queen’s 2017 Birthday Honours list.
Helena is a Philosophy graduate. Her husband Richard is a stay at home father and they have nine children, aged from 10 to 27 and one grandson. Her first book ‘A Good Time to be a Girl, Don’t Lean In, Change the System’ was published by William Collins in February 2018.

Carmen González-Calatayud joined HSBC in 2012 as a Director and Senior Product Specialist for Beta Strategies, including HSBCs Exchange Traded Funds range. Prior to joining HSBC, she was a Director of Mutli-Asset Structured Products with Bank of America Merrill Lynch in London, with a focus on retail structured products. At Merrill Lynch Carmen was also part of the team that launched the first ETFs in Europe, in 2000. Carmen serves as a director at the HSBC ETF plc fund board and is a Co-Head of the Women in ETF EMEA Chapter. She holds a degree in European Business from the FH Münster (Germany).

Wei Li is head of EMEA investment strategy for BlackRock ETF and Index Investments. Her team’s responsibilities include delivering ETF investment ideas and market insights to institutional clients and financial advisors. Ms. Li’s service with the firm dates back to August 2010. She is a frequent contributor to financial news media and appears regularly on Bloomberg TV and CNBC.

Prior to joining BlackRock, Ms. Li was an equity derivatives trader at Citigroup London, responsible for the trading book covering ETFs and European sectors. Ms. Li began her career in rates sales trading in Lehman Brothers London.

A two-time Mathematical Olympiad gold medallist from China, Ms. Li holds a MA (Hons) in Mathematics from the University of Cambridge, where her areas of specialisation include Number Fields.