Aviva Investors expands Real Assets Responsible Investment team with three hires

(London) – Aviva Investors, the global asset management business of Aviva plc, announces it has expanded the responsible investment team within its Real Assets unit with the appointments of Phillipa Grant, Elizabeth Ortiz and Jeremy Ho.

All reporting into Edward Dixon, Head of Responsible Investment, Real Assets, at Aviva Investors, Phillipa Grant joins as Director of Sustainable Investments, whilst Elizabeth Ortiz has been appointed as an Associate, and Jeremy Ho as an Analyst.

Phillipa is a chartered engineer and joins Aviva Investors following eight years at AESG, a global advisory business, where she was a Partner and Global Director of Sustainability. In her new role, Phillipa will be responsible for delivering sustainability outcomes for clients across Aviva Investors’ real assets sustainable fund range, providing advice to support with strategy development and investment decisions, alongside delivery and reporting within portfolios.

Elizabeth Ortiz joins from KPMG where she was an Assistant Manager, leading on climate strategy development for corporate clients. In her role at Aviva Investors, she will focus on developing and delivering client sustainability objectives across private markets asset classes. Prior to her role at KPMG Elizabeth researched whilstleblower cases with Kirby McInerney LLP. She holds a degree in Political Science from the University of Chicago and a Masters in Environmental Science from King’s College London.

Jeremy Ho is a graduate of Durham University and Imperial College Business School and will be responsible for delivering sustainability research and due diligence for the growing private lending business at Aviva Investors. He joins having previously worked at Pyxis Wealth Advisors and proSapient where he carried out cross-asset class research for hedge fund, private equity and ultra-high net worth family clients.

The appointments follow findings from the sixth edition of the ‘Real Assets Study’ from Aviva Investors which found more than half (51 per cent) of institutional investors globally citing the ability to evidence sustainability-related impact as driving them to invest in real assets.

Edward Dixon, Head of Responsible Investment, Real Assets, at Aviva Investors, said:

“We are really pleased to extend the responsible investment capabilities of our Real Assets function through the appointment of Phillipa, Elizabeth and Jeremy. Our recent Real Assets Study showed that 57 per cent of institutional investors have a commitment to reaching net zero, so it is vitally important we have the resource and expertise to guide our clients and show how real assets allocations can align portfolios with those objectives. All three hires bring an enviable level of expertise from across a range of geographies and sectors to address this need and we believe they will materially advance the breadth and depth of our sustainability offering to clients.”

For more information contact:

Steve Ainger

Head of Media Relations

James Morgan

Media Relations Manager

Laura Cocker

Media Relations Manager

Important information

Key Risks

The value of an investment and any income from it can go down as well as up and can fluctuate in response to changes in currency exchange rates. Investors may not get back the original amount invested. Where funds are invested in real estate / infrastructure, investors may not be able to switch or cash in an investment when they want because real estate/infrastructure may not always be readily saleable. If this is the case we may defer a request to switch or cash in shares or units. Investors should also bear in mind that the valuation of real estate is generally a matter of valuers’ opinion rather than fact.

Sustainable Investing Risk

The level of sustainability risk to which the Fund is exposed, and therefore the value of its investments, may fluctuate depending on the investment opportunities identified by the Investment Manager.

The information and opinions contained in this document are for use by the financial press and media only. No reliance may be placed for any purpose on the information or opinions contained in this document nor should they be seen as advice.

The press release is provided on the basis that Aviva Investors Global Services Limited is not causing the communication of a financial promotion under exemption of the Financial Promotion Order, as Aviva Investors Global Services Limited has no control over the way in which an article based on this press release is prepared and published by the financial press and media.

Except where stated as otherwise, the source of all information is Aviva Investors Global Services Limited (“Aviva Investors”) as 21 September 2023. Unless stated otherwise any views, opinions expressed are those of Aviva Investors. They should not be viewed as indicating any guarantee of return from an investment managed by Aviva Investors nor as advice of any nature. The value of an investment and any income from it may go down as well as up and the investor may not get back the original amount invested.

Issued by Aviva Investors Global Services Limited, registered in England No. 1151805. Registered Office: St Helen’s, 1 Undershaft, London, EC3P 3DQ. Authorised and regulated by the Financial Conduct Authority.

Aviva Investors

Aviva Investors is the global asset management business of Aviva plc. The business delivers investment management solutions, services and client-driven performance to clients worldwide. Aviva Investors operates in 14 countries in Asia Pacific, Europe, North America and the United Kingdom with £218 billion in assets under management as at 30 June 2023..

AVIVA PLC

Notes to editors:

·        We are one of the UK’s leading Insurance, Wealth & Retirement businesses and we operate in the UK, Ireland and Canada. We also have international investments in India, China and Singapore.

·        We help our 18.7 million customers make the most out of life, plan for the future, and have the confidence that if things go wrong we’ll be there to put it right.

·        We have been taking care of people for more than 325 years, in line with our purpose of being ‘with you today, for a better tomorrow’. In 2022, we paid £23.2 billion in claims and benefits to our customers.

·         Aviva is a market leader in sustainability. In 2021, we announced our plan to become Net Zero by 2040, the first major insurance company in the world to do so. This plan means Net Zero carbon emissions from our investments by 2040; setting out a clear pathway to get there with a cut of 25% in the carbon intensity of our investments by 2025 and of 60% by 2030; and Net Zero carbon emissions from our own operations and supply chain by 2030.  Find out more about our climate goals at www.aviva.com/climate-goals and our sustainability ambition and action at www.aviva.com/sustainability

·         While we are working towards our sustainability ambitions, we acknowledge that we have relationships with businesses and existing assets that may be associated with significant emissions. More information can be found at https://www.aviva.com/sustainability/climate/

·         Aviva is a Living Wage and Living Hours employer and provides market-leading benefits for our people, including flexible working, paid carers leave and equal parental leave. Find out more at https://www.aviva.com/about-us/our-people/

·         As at 31 December 2022, total Group assets under management at Aviva Group were £352 billion and our estimated Solvency II shareholder surplus is £8.7 billion. Our shares are listed on the London Stock Exchange and we are a member of the FTSE 100 index.

·         For more details on what we do, our business and how we help our customers, visit www.aviva.com/about-us  

·         The Aviva newsroom at www.aviva.com/newsroom includes links to our spokespeople images,  podcasts, research reports and our news release archive. Sign up to get the latest news from Aviva by email.

·         You can follow us on:

·         Twitter: www.twitter.com/avivaplc/  

·         LinkedIn: www.linkedin.com/company/aviva-plc

·         Instagram: www.instagram.com/avivaplc

·         For the latest corporate films from around our business, subscribe to our YouTube channel: www.youtube.com/user/aviva

 

Aviva Investors Global Services Limited

St Helen’s, 1 Undershaft, London, EC3P 3DQ

Phone          +44 (0)20 7809 6000

Fax                +44 (0)20 7489 7940

Web              www.avivainvestors.com

Email           info@avivainvestors.com

 

Issued by Aviva Investors Global Services Limited, registered in England No. 1151805.

Registered Office: St Helen’s, 1 Undershaft, London, EC3P 3DQ. Authorised and regulated by the Financial Conduct Authority and a member of the Investment Association.

Telephone calls may be recorded for training and monitoring purposes.