In this Q&A, we chat with a dedicated member of the Trust Management Investment team. Halie shares her journey from starting in the mailroom to selecting fund managers, provides insights into the unique challenges faced by non-profit clients, and explains how she integrates environmental, social, and governance (ESG) considerations into her work. Her story is one of passion and dedication, making this conversation both enlightening and inspiring for anyone interested in the intersection of finance and philanthropy.
How long have you been at Trust Management, and why did you join?
I've been with Trust Management for two years now. The broad investment role here attracted me, after coming from a larger investment team where I primarily focused on responsible investment. I had a keen interest in governance, and I was also excited by the opportunity to support various boards and investment committees, combined with the fact that Trust Management is a charitable trust working within the for-purpose sector, which greatly appealed to me.
How did you end up working in investment, and what do you like most about your role?
It was by chance. At 18, I landed a job in the mailroom at BT Funds Management. I remember spring-cleaning the mailroom and reading investment brochures and collateral about the relationship between risk and return and the impact of diversification. I was fascinated. I was very fortunate to have career mentors and work for organisations that supported me through my undergraduate degree and then my CFA qualification.
What unique challenges do our non-profit clients face?
I am constantly amazed by the services delivered by non-profits, who often operate on very tight budgets. There are incredibly passionate and hard-working people behind the scenes, moving mountains to deliver exceptional services to the community. We understand that our clients prioritise investing in a manner that does not support social or environmental harm and ideally promotes positive impacts. Preserving capital value and earning a healthy return to fund their vital work is crucial to them. Additionally, prioritising spending is an important aspect of what our clients do. Measuring positive social and environmental impact is a significant area of interest for me and something we plan to explore further as an organisation to better support our clients.
Halie’s role is focused on fund manager monitoring and selection, client advice as well as integrating environmental, social, and governance (ESG) considerations into our client’s investment strategies.
Outside of work, what are you most passionate about?
With a five and a seven-year-old, I am passionate about supporting them to be their best selves and ensuring we all get enough sleep! Our family's happy place is Motuihe Island on a summer day. I also love bushwalking and am planning my first multi-day walk since my seven-year-old was born.
Is there anything you would like to add?
I am interested in the governance process and am seeking a governance role to add to my schedule. I believe the busier you are, the more you get done! I am currently in the INFINZ Next Directors programme, learning about governance essentials and connecting with senior professionals.
Finally, do you have a book recommendation?
Becoming - Michelle Obama
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