A Big welcome to Tara and Tom who join our Investment Committee. Read more to find out more about them and what they are bringing to the table.
We're excited to announce that our Investment Committee just got even stronger with the addition of two new members, Tara and Tom joining in personal capacities. With their extensive experience and knowledge, they will help provide even more insight and contribution to our Investment Committee . Here are the details:
Please join us in welcoming Tara Gillespie and Tom Farrell to our investment committee! Both of them bring a wealth of experience and expertise to the group, and we're thrilled to have them on board.
Tara has worked in the financial industry for over a decade and is now Head of Global Assets at the investment consultant Redington. Positive impact and its integration into institutional and retail investment portfolios is both central to her day job advising wealth managers, charities, and pension funds as well as a personal passion.
“I am really excited to be joining The Big Exchange Investment Committee, as the organisation continues to disrupt the financial system, bringing high quality positive impact investments to savers. Investing for impact will be an essential part of the transition to a sustainable global economy and The Big Exchange provides easy access to these opportunities for people in the UK.”
Tom has also been in the financial industry for over a decade and is partner in Lane, Clark & Peacock (LCP’s) investment department, which means he spends his day to day providing advice to a range of large institutional investors such as pension funds and sovereign wealth funds.
“What attracted me to The Big Exchange was the idea of helping to become “part of the solution” when it comes to investing in a manner that has a positive impact on the environment and on society. I believe that earning returns and having a positive impact go hand in hand and The Big Exchange’s efforts in enabling individuals to invest in this manner are commendable”.
Chris Ralph, the Chair of the Investment Committee explains the role of the committee:
“The Big Exchange Investment Committee aims to ensure that there is balance with the Impact Committee. While the Impact Committee looks at the impact methodology and ensuring funds are rated effectively for their positive contribution to be people and planet, the Investment Committee undertakes a more traditional investment analysis to ensure the investment managers are meeting their own performance and return objectives. "
"It is important to have this balance to ensure that the quality of funds available to investors is high and backs up the case that sustainable and impact funds, such as those made available on the Big Exchange, are not investments where you must necessarily sacrifice financial returns.”
We're always looking for ways to improve and provide better outcomes for our customers. By adding Tara and Tom to our investment committee comprising of Emma Hunt, Jennifer Walmsley, Bev Shah, Abi Sater & Chris Ralph we are able to bring even more expertise to the table and make more informed decisions.
Rest assured that we're committed to providing you with the best selection of expertly managed investment funds at good value, allowing you to create your own diversified portfolios of high quality sustainable, ethical, and impact investments.
We know that investing your hard-earned money can be stressful, and we appreciate the trust you've placed in us. We take that responsibility seriously and will continue to work hard to earn and keep your trust.
If you have any questions about these changes or our Investment Committee’s role in general, please don't hesitate to reach out to us. We're always here to help and are excited to continue working with you on your investment journey.
Thanks for reading!
Please remember that when investing, making money is not guaranteed and your capital is at risk. The value of your fund can go down as well as up. Tax treatment depends on an individual’s circumstances and may be subject to change.
The Big Exchange (TBF) Limited is a wholly owned subsidiary of The Big Exchange Limited. The Big Exchange (TBF) Limited is an Appointed Representative of Resolution Compliance Limited, which is authorised and regulated by the Financial Conduct Authority (FRN 574048). (7825)