Acknowledgements

UN Hosts for providing guidance and support were Chantal Line Carpentier, Chief, United Nations Conference on Trade and Development (UNCTAD) New York office of the Secretary-General and William Kennedy, UN, Senior Programme Officer, UN Office for Partnerships.

The Lead for the Report was Ketan Patel, Chairman, Force for Good; Chair of the Advisory Council, Capital as a Force for Good Initiative; Founder and CEO of Greater Pacific Capital.

The Advisory Council for this initiative and report comprises: Helen Alderson, Edward Braham, Nitin Desai, Garry Jacobs, Anja Kaspersen, Jonathan Miller, and Sir Alan Parker.

The ‘Capital as a Force for Good’ Report was prepared by Ketan Patel, Christian Hansmeyer, Nandan Desai and Aditya Ajit, with communications support provided by Lesley Whittle, and with review, feedback and insights from the Advisory Council.

Final Review and Insights were provided by Chantal Line Carpentier of UNCTAD and Will Kennedy of the UN Office for Partnerships.

Acknowledgement to the active participants involved in the project: Bank of America, BlackRock, Bridgewater Associates, Citi, Credit Suisse, Fidelity Investments, First Abu Dhabi Bank, GIC Singapore, Goldman Sachs, Great-West Lifeco, HDFC Limited, HSBC, Investec Group, Japan Post Holdings, JPMorgan Chase, Liberty Mutual Insurance Group, Lloyds Banking Group, Morgan Stanley, Nomura Holdings, Nordea, Northern Trust, OMERS, Putnam Investments, Schroders, State Street, UBS, Wellington, Wells Fargo, and Zurich Insurance Group.

A special thanks to the UN for convening the meeting in September 2020, working with Future Capital, and for the subsequent launch and support for this effort that led to the ongoing initiative. Thanks also to Lawrence Ford, CEO and Founder of Conscious Capital Wealth Management, Founder and Chairman of Future Capital, and The Project Steering Group which included Katherine Collins, Frank Dixon, Lawrence Ford, Gil Friend, Steven Lovink, Terry Mollner and Mark Sloss, and Ketan Patel for chairing and leading it.

A special acknowledgement once again to those that provided support that enabled this initiative to engage the right people at launch and continued to provide their support to enable it to succeed this year too: María Elena Agüero, Secretary General of WLA-Club de Madrid; Neeti Bhalla Johnson, President of Global Risk Solutions, Liberty Mutual Insurance Group; Madhav Chavan, Co-Founder & President, Pratham Education Foundation; Nick Clapham, Head of North America Alternatives Sector, State Street Global Advisors; Katherine Collins, Head of Sustainable Investing, Putnam Investments; Andrew Cohen, Executive Chairman, J.P. Morgan Global Wealth Management; Elizabeth Cousens, President and Chief Executive Officer, UN Foundation; Sergio A. Fernández de Córdova, Chairman of PVBLIC Foundation; John Darsie, Managing Director, SALT, Director, Skybridge Capital; Raika Desai; Vivek Doval, Managing Director, Economic Strategy & Transformation, Royal Group; Charles Edmond, CEO, CDPQ, Lawrence Ford, CEO and Founder of Conscious Capital Wealth Management, Founder and Chairman of Future Capital; Detlef Geldmacher, Private Equity Asia, DEG; Tom Glocer, Founder and Co-Founder Capitolis Inc; Christa Gyori, CEO and Co-Founder, Leaders on Purpose; Simon Hamilton, Head of Real Assets, Investec Bank; Garry Jacobs, President and Chief Executive Officer, World Academy of Art and Science; Jeffrey Jaensubhakij, Group Chief Investment Officer of GIC Pte. Ltd.; Scott Kapnick, Chief Executive Officer and a Governing Partner of HPS Investment Partners, LLC; Tatiana Kazakova, Chief Strategy Officer and Co-Founder, Leaders on Purpose; Ralph Keitel, Principal Investment Officer, IFC (World Bank Group); David McCormick, CEO, Bridgewater; Ray McGuire, former Vice Chairman, Chairman, Banking, Capital Markets & Advisory, Citi; Leslie Maasdorp, Vice President and CFO, New Development Bank; Yutaka Mogi, Senior Managing Director, Nomura Holdings Inc.; Dr. Stephen Pereira, Consultant psychiatrist and cognitive behavior therapy specialist; Deepak Parekh, Chairman, Housing Development Finance Corporation Ltd. (HDFC); Norman Roesch, Founder and Managing Partner of Coreleus; Hideya Sadanaga, Head of Private Equity Investment Department, Japan Post Bank; Anthony Scaramucci, Founder and Chairman, SALT, and Founder and Managing Partner, Skybridge Capital; Satish Rai, Chief Investment Officer, OMERS; Raman Srivastava, EVP and Global Chief Investment Officer, Great-West Lifeco; Angie Tate, Church of the Holy Spirit, Cape Town; Craig Tate, Managing Executive at Metacom; Casper von Koskull, ex-CEO of Nordea; and John E. Waldron, President and Chief Operating Office, Goldman Sachs of The Goldman Sachs Group, Inc.

Active Participants

Institution Corporate Sponsors
Bank of America Karen Fang, Managing Director Global Head of Sustainable Finance, Bank of America
Lizabeth Bronder, Managing Director, Global Sustainable Finance Group
Blackrock Alexis Rosenblum, Chief Corporate Sustainability Officer
Meaghan Muldoon, Global Head of ESG Integration
Sarah Matthews, Director, Global Public Policy
Michelle Edkins, Managing Director, Investment Stewardship
Bridgewater Associates David McCormick, Chief Executive Officer
Carsten Stendevad, Senior Executive
Lauren Hardardt, Management Associate
Citi Bridget Fawcett, Chief Strategy Officer, Citi BCMA, and Global Co-Head, Sustainability & Corporate Transitions
Val Smith, Chief Sustainability Officer, Citi Paull Randt, Vice President, Sustainability and Corporate Transitions
Credit Suisse Marisa Drew, Chief Sustainability Officer & Global Head Sustainability Strategy, Advisory and Finance
Dana Barsky, Global Head of Sustainable Finance Vivienne E. Yang
Fidelity Investments Pam Holding, ESG Lead for Asset Management and Co-Head of Equity
Nicole Connolly, Head of ESG Investing
Dave King, Head of ESG Stewardship
Laura Keenan, Chief Sustainability Officer
Wendy John, Head of Global Diversity and Inclusion
First Abu Dhabi Bank Karim Karoui, Group Head of Mergers and Acquisitions
Belinda Scott, VP, Head of Corporate Sustainability
Krishna Madhom, Senior Officer Corporate Sustainability
GIC Singapore Thong Chie Shang, Director, Enterprise Strategy
Heidi Yip, Senior Vice President
Goldman Sachs John Goldstein, Head of Sustainable Finance Group
Kara Mangone, Global Head of Climate Strategy
Great-West Lifeco Raman Srivastava, EVP and Global Chief Investment Officer, Great-West Lifeco
Mary Maiers, Vice President Finance, Investments & Global Middle Office, Empower Retirement
Christina Copeland, Environmental, Social & Governance Manager, Empower Retirement
Harun Kibirige, Director, Global Investment Reporting and Compliance, Canada Life
Benjamin Lemire, Director, Corporate Sustainability, GWL Realty Advisors
HDFC Deepak Parekh, Chairman
Anjalee Tarapore, General Manager and Management Services & Investor Relations
HSBC Celine Herweijer, Group Managing Director, Group Chief Sustainability Officer
Peter Kanning, Global Head of Sustainable Finance Strategy & Implementation
Investec Group Fani Titi, Chief Executive of Investec Group
Tanya Dos Santos, Global Head of Sustainability
Melanie Janse Van Vuuren, Sustainability Manager
Japan Post Holdings Masuda Hiroya, Director and Representative Executive Officer, President & CEO Japan Post Holdings Co., Ltd.
JPMorgan Chase Marisa Buchanan, Managing Director, Head of Sustainability
Richard Kaye, Head of International Public Affairs
Liberty Mutual Insurance Group Neeti Bhalla, President of Global Risk Solutions
Vlad Barbalat, Chief Investment Officer
Patrizio Urciuoli, EVP, Head Strategy and Asset Allocation and senior ESG leader
Francis Hyatt, EVP, Chief Sustainability Officer
Lloyds Banking Group Janet Pope, Chief of Staff and Group Director Sustainable Business
Fiona Cannon, Group Sustainable Business Director
Morgan Stanley Audrey Choi, Chief Marketing Officer & Chief Sustainability Officer
Matthew Slovik, Managing Director, Global Sustainable Finance
Nomura Chie Toriumi, Senior Managing Director, Head of Content Company and Sustainability Development
Akiko Sonobe, Head of Sustainability Development Department
Yuko Deguchi, Planning Section Head of Sustainability Development Department
Nordea Snorre Storset, Head of Asset & Wealth Management
Anders Langworth, Head of Group Sustainable Finance
Northern Trust Bob Browne, Chief Investment Officer
OMERS Michael Kelly, Chief Legal & Corporate Affairs Officer
Katharine Preston, Vice President, Sustainable Investing
Putnam Investments Katherine Collins, Head of Sustainable Investing
Yolanda Taylor, ESG Integration Manager
Schroders Marc Brookman, CEO, North America
Tiffani Potesta, Chief Strategy Officer, North America
Sarah Bratton Hughes, Head of Sustainability, North America
State Street Global Advisors Richard Lacaille, Executive Vice President, Head of ESG
Adrienne Zak, Vice President, ESG Reporting and Communications
UBS Judson Berkey, Managing Director, Head of Engagement and Sustainability Regulatory Strategy, Chief Sustainability Office
Wellington Wendy Cromwell, Vice Chair; Senior Managing Director; Partner; Sustainable Investment; and Portfolio Manager at Wellington Management
Andria Weil, Managing Director, Director of Sustainable Investment Policy
Wells Fargo Beth Spurgeon, SVP, Head of ESG Integration, Social Impact and Sustainability
Jenny Heit, Senior Program Specialist, Social Impact and Sustainability
Zurich Insurance Group

DFIs - Interviewees
Johanna Köb, Head of Responsible Investment

Corporate Sponsors
AIIB Pieter Bakker, Senior Communications Officer
ADB Leslie Maarsdorp, Vice President and CFO
DEG Martin Geiger, Director Sustainability & Corporate Governance
IFC Neil Gregory, Chief Thought Leadership Officer
Martine Valcin - Global Manager, Corporate Governance / ESG Advisory,
Luyen Tran - Chief Development Impact Officer · IFC - International Finance Corporation
World Bank Group Svetlana Klimenko, Lead Financial Management Specialist