Certification Assessment Panel

The Certification Assessment Panel (CAP) is a delegate of the RIAA Board and is responsible for the  administration of the Responsible Investment Certification Program.The CAP is responsible for the approval of all certified products and advisors across all categories of the RI Certification Program.  The CAP meets monthly to deliberate and assess the certification applications that are provided by the RIAA Certification Team.  The CAP comprises members of the RIAA Board (the Board) and independent members, selected by the Board for their skills, knowledge and experience in:

 

– Responsible investing and/or ESG integration
– Quality systems and processes
– Professional standards and behaviours
– Legal and regulatory aspects of investing
– The investment value chain, including retail.

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Chair

Kathryn McDonald

Kathryn’s professional background is in quantitative investing. She joined the risk modelling company BARRA immediately after graduate school, then joined AXA IM Rosenberg and held a variety of roles from portfolio manager, Head of Investments for Australia/New Zealand, and finally Head of Sustainable Investing. She left AXA IM Rosenberg in early 2020. She has since co-founded Radiant ESG, a consulting firm that advises on investment approaches to ESG integration, diversity and inclusion, and corporate culture. She is also the founder of Aquanos Collective, a company focused on water risk and innovation in water infrastructure and technology. Kathryn is a board member of the Responsible Investment Association of Australasia (RIAA).

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Daniella Jaramillo

Daniela Jaramillo is a Senior Responsible Investment Adviser at HESTA, where she focuses on integrating the Sustainable Development Goals (SDGs) into the Fund’s investment strategy.

 

Daniela has held roles in responsible investment across the UK and US before settling in Australia. She is the Chair of the Investor Working Group of 40:40 Vision and a member of the PRI Stewardship Advisory Committee.

 

Originally from Ecuador, her career began as one of the founding members of a not for profit focusing on improving education and health outcomes in the region. Daniela holds an MSc. in Environment and Development from London School of Economics and a B.A in Journalism from Universidad San Francisco de Quito.

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Justin Medcalf

Justin Medcalf is a long-term Responsible Investment advocate and innovator.

 

After founding an ethical investment advisory firm in 2008, he joined forces with other pioneering financial advisers to establish the Ethical Advisers’ Co-op, before launching Australia’s first RI dedicated investment platform, The Emerald Wrap.

 

Since 2014, Justin has chaired RIAA’s Certification Assessment Panel and played a key role in the relaunch of the program.

 

Justin is the former Head of Innovation (Wealth) at Bendigo Bank and is currently leading part of the transition to reshape Australia’s largest financial planning network, AMP Financial Planning.

 

Justin holds a Bachelor Degree in Accounting, an Advanced Diploma in Financial Services and is a Fellow of the Centre for Sustainability Leadership.

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Dave Rae

Dave has been an adviser for 19 years and is accredited as a CERTIFIED FINANCIAL PLANNER™ and SMSF Specialist Advisor™. He is also accredited by the Responsible Investment Association Australasia (RIAA) as a Certified Financial Adviser.

 

Over the years, Dave has received FPA and dealer group adviser awards and been a regular presenter at conferences and seminars. He is regularly sought out for advice by advisers’ who are early in their responsible investing journey.

 

Dave is a member of the Ethical Advisers’ Co-op and a Working Group member of the Australian Sustainable Finance Initiative (ASFI). He also holds a BEc (Accounting) and Graduate Diploma Financial Planning.

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Farren Williams

Farren has over 20 years’ experience providing tailored financial solutions to wealthy individuals and families, non-profits and foundations.  She is passionate about responsible investing and tailors ethical & impact solutions for clients, developing ethical investing policies, designing portfolios, reviewing exposures, providing impact investing advice and running tailored workshops.

 

 

Farren is an Adviser & Partner at Koda Capital and a member of Koda’s Non-Profit & Responsible Investment Committee. She is also the Chair of the Royal Botanical Gardens Foundation Victoria and a member of the Finance & Audit Committee.  She was previously on the Investment Committee of The Myer Foundation where she undertook due diligence on impact investments culminating in the foundation’s first impact investment in 2015, and also on the Investment Committee of the Aesop Foundation from its inception to wind up in 2020.

 

 

Farren has been a guest speaker on responsible investing for RIAA, the FPA, Philanthropy Australia, the Generosity Forum and GiveWell.