Ian is a Portfolio Manager, Director, and Vice President of Vancouver based Odlum Brown Limited, and is a member of the firm’s Executive Committee. Prior to joining Odlum Brown in 1997, he spent five years with the Federal Government, where he held several positions with a financial or economic focus – including postings in Ottawa with the Department of Finance and the Department of Foreign Affairs. Ian is a CFA charter-holder and has also completed his Responsible Investment Advisor certification, which is focused on the integration of environmental, social and governance (ESG) factors in the selection and management of investments. Ian and his team offer responsible investment portfolio management services to high net-worth clients, integrating ESG considerations into portfolio constructions and into the voting of clients’ proxies.
A keen lifelong learner, Ian is pursuing his DPhil (PhD) at the University of Oxford, focusing on the integration of ESG factors into proxy voting. Ian holds an MBA from Dalhousie, an MA from Carleton, and a BA and a BSc from UBC, and has completed his directors’ certification (ICD.D) from the Institute of Corporate Directors. Ian has also spoken on various ESG topics at conferences in Canada, Europe and the UK. Ian is the past board chair of the Responsible Investment Association (Canada). Further to his DPhil research at Oxford, Ian is also the founder of a university spinout social venture – OxProx – which aims to bring transparency and accountability to institutional shareholders’ proxy voting records on Environmental, Social, and Governance (ESG) proposals.