SYDNEY – 11 August 2014
CGI Glass Lewis, the Australian subsidiary of the leading independent governance analysis and proxy voting firm Glass Lewis & Co., today announced the appointment of Daniel J. Smith as Director of Research, following the promotion last year of former director and now General Manager (GM), Aaron Bertinetti (press release).
“Dan has a well earned reputation in Australia for his exceptional ESG research expertise, constructive engagement with companies, and strong relationships with institutional investors and industry funds. I’m delighted to have Dan join our Sydney-based team and excited for what he will bring to both our existing and future clients,” said Aaron Bertinetti, GM of CGI Glass Lewis.
As Director of Research, Smith will work closely with Bertinetti and Director of Engagement, Bridget Murphy, in overseeing the permanent Sydney-based research team of eight analysts and the hiring of up to seven additional research associates under the research associate program, which identifies and develops new Australian ESG talent from September-November each year.
Prior to joining CGI Glass Lewis, Smith was Vice President and Head of Research Operations for Australia and New Zealand at Institutional Shareholder Services (ISS). Prior to that role, he served as a team lead advising key clients on their proxy voting policies; and a senior research analyst for the US, UK and Australia, specializing in the industrials and materials sectors. Smith also brings a background in corporate finance, is a graduate of the University of California, Santa Cruz, and has an M.A. with honours in International Business Diplomacy from the Edmund A. Walsh School of Foreign Service at Georgetown University.
“Over more than six years I’ve had the pleasure of working with many institutional investors in Australia, providing ESG research and engaging with Australian companies. I look forward to working with Aaron, Bridget and the rest of the dynamic CGI team to leverage Glass Lewis’ innovative spirit and technology, and expand the scope of governance research and services in Australia,” said Smith.
About CGI Glass Lewis
CGI Glass Lewis is a subsidiary of Glass, Lewis & Co., the leading independent governance analysis and proxy voting firm with a global client base of 1,000+ clients that collectively manage more than $20 trillion in assets. Glass Lewis empowers institutional investors to make sound voting decisions at more than 20,000 meetings a year by uncovering and assessing governance, business, legal, political and accounting risks at issuers domiciled in 100 countries. Glass Lewis is a portfolio company of the Ontario Teachers’ Pension Plan Board (“OTPP”) and Alberta Investment Management Corp. (“AIMCo”), two of the largest pension plan investors in the world. CGI Glass Lewis has been providing in-depth proxy research and analysis on over 600 ASX-listed companies from its Sydney headquarters since 1994 and provides local-market support for all proxy voting clients in Australia and Asia, which currently oversee in excess of $1 trillion in assets.
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