Rockefeller Asset Management Proxy Voting Policy and Records
November 23, 2020
Bloomberg Rockefeller Multi-Factor ESG Improvers Index (BRAMUT)
Rockefeller Asset Management and Bloomberg have partnered to launch the first in a suite of planned ESG Improvers Indices. This “next-gen” multi-factor Index leverages the Rockefeller ESG Improvers Score™ to provide differentiated ESG factor exposure, offering potential to outperform broad, traditional indices.
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Bloomberg Rockefeller Multi-Factor ESG Improvers Index
Casey Clark, CFA
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You are contacting John “Chip” Montgomery
Ph: +1 212-549-5315
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You are contacting Laura K. Esposito
Ph: +1 212-549-5212
Avery Sheffield
Dan Rosenthal
10/1/2020
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Short-Term Taxable ESG Fixed Income
Portfolio Manager
Trey Sindall, CFA
Inception Date
11/1/2013
Short-Term Taxable Fixed Income
Trey Sindall, CFA
11/1/2012
Core Taxable ESG Fixed Income
Trey Sindall, CFA
1/1/2012
Core Taxable Fixed Income
Trey Sindall, CFA
1/1/2012
Intermediate Taxable Fixed Income
Trey Sindall, CFA
1/1/2012
Preferred Securities
Trey Sindall, CFA
6/1/2017
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1/1/2012
10/1/2014
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Rockefeller Climate Solutions Strategy
Climate change is a defining issue of our time. In 2012, we created the Rockefeller Climate Solutions Strategy, a portfolio of companies focused on producing climate mitigation or adaptation solutions that we believe will outperform equity markets over the long-term. On December 9, 2020, we launched Rockefeller Climate Solutions UCITS Fund for non-U.S. investors.
Non-U.S. investors may learn more about this opportunity here
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VantageRock Capital
VantageRock Capital is a female-led, fundamental-based, U.S. focused, multi-sector long/short equity strategy utilizing the co-founders’ experience running low net and a commitment to short selling, coupled with integrated ESG research and independent thinking, to pursue asymmetric risk/reward and strong alpha generation.
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David Harris, CFA
Michael Seo, CFA
David Harris, CFA
Michael Seo, CFA
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Nancy Fink
Craig Leopold, CFA
Nancy Fink
Craig Leopold, CFA
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David Harris, CFA
Michael Seo, CFA
David Harris, CFA
Michael Seo, CFA
Craig Leopold, CFA
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David Harris, CFA
Michael Seo, CFA
David Harris, CFA
Michael Seo, CFA
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Craig Leopold, CFA
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Casey Clark, CFA
Rolando Morillo
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WILLIAM “BILLY” FENRICH
General Counsel
William “Billy” Fenrich is the General Counsel of Rockefeller Capital Management. He is a member of the firm’s Management Committee.
Prior to joining Rockefeller, Fenrich was the Chief Legal Officer at AQR Capital Management and a member of the firm’s Operating Committee. Previously, Fenrich was the Global Chief Compliance Officer for Morgan Stanley and a member of the firm’s Management and Risk Committees. Fenrich also served as General Counsel and Chief Operating Officer of Point State Capital, from its 2010 spin-out from Duquesne Capital until 2014. He started his career at Davis Polk & Wardwell in 1999 and was named partner in 2005.
He completed his undergraduate degree at the University of Pennsylvania and received his J.D., magna cum laude, Order of the Coif, from Fordham University School of Law. He clerked for the Honorable Thomas J. Meskill of the United States Court of Appeals for the Second Circuit, from 1998 to 1999, and for the Honorable Loretta A. Preska of the United States District Court for the Southern District of New York, from 1997 to 1998.