Sophie Meatyard is ESG Funds Research Director at MainStreet Partners where she was worked since July 2024. The mission of MainStreet Partners is to provide investors with transparent and easy access to companies and funds that achieve consistent returns whilst improving people’s lives and protecting the planet. Sophie works on the fund ratings process. Prior to this Sophie was a Senior Investment Analyst specialising in ESG within the Multi-Asset team at abrdn. Sophie also brings experience from previous roles at Hymans Robertson and FE Investments. Sophie holds the CFA ESG and IMC qualifications and has a bachelor’s degree in mathematics from the University of Manchester. Sophie is committed to fostering diversity and inclusion in the financial industry. She recently completed the Diversity Project’s Pathway Programme for future female fund managers. An initiative dedicated to shaping a more inclusive and equitable landscape within investment management.

Why is corporate culture becoming more important to you when deciding who you allocate assets to?

A strong corporate culture signals a company's long-term potential. An inclusive, supportive environment where employees feel empowered to express their authentic selves, not only enhances job satisfaction and engagement but also promotes diverse perspectives. It is my view that this diversity of thought strengthens the business. By nurturing this culture, companies retain and attract top talent. As a fund selector, I prioritise understanding team and business culture to assess and mitigate key-person risk in our portfolios. Culture-building requires leadership at all levels. Effective communication is essential at all levels of leadership and is a cornerstone of strong culture.

In your view, why is it important to set a higher standard of stewardship and behaviour within the investment industry?

Establishing a stringent standard of stewardship and behaviour highlights any instances of unacceptable conduct. Furthermore, allowing space for discussions around individuals’ experiences cultivates unity through shared experiences and offers resources for openly addressing and effectively resolving issues. Businesses with poor stewardship risk significant reputational damage.

Why did you decide to sit on the ACT Stewardship Council and what does it mean to you personally?

Upon meeting Bev, I found myself in agreement with everything she expressed. Witnessing Bev’s evident passion for driving change is truly inspiring. Joining the ACT Stewardship Council presents a wonderful chance for me to enhance my approach to fostering change in my workplace and supporting fellow advocates with the aim of advancing the industry. I am very excited to connect with individuals who share similar aspirations, exchange ideas, listen to their experiences, and contribute to a unified voice for change.