Groupe de travail Gender Lens Initiative for Switzerland

L’Initiative Gender Lens pour la Suisse («GLIS») est un groupe de travail mis en place par SFG en mars 2021, à l’initiative d’AlphaMundi Group  et avec le soutien de Gender Smart.

Tim Radjy, Vice-président de Sustainable Finance Geneva, explique: « Le lancement de ce groupe de travail est le résultat d’une réunion sur le Gender Lens convoquée à Genève le 7 octobre 2020 par AlphaMundi et Gender Smart Investing. Il s’agit d’une initiative pionnière pour le marché suisse, qui met en valeur le rôle de Sustainable Finance Geneva en tant que plateforme d’innovation et de partenariats. »

La Suisse est une place financière de premier plan sur la scène mondiale, un lien entre la finance durable et les efforts et compétences en matière de développement. Suite à son travail de pionnier dans le domaine de la microfinance et de l’investissement d’impact, le pays franchit désormais la prochaine frontière de l’innovation financière en se positionnant comme une plaque tournante mondiale de la finance numérique et de l’investissement axé sur le genre.

Communiqué de presse du 8 mars 2021

Comité de Recherche Académique (ARCO) & Comité des solutions d’investissement (ISCO)

Le GLIS a formé un comité de recherche académique (ARCO pour “academic research committee”) composé de personnalités issues de diverses universités, pour aider à concevoir et à mettre en œuvre des recherches liées à l’investissement axé sur le genre, l’équilibre entre les sexes dans les institutions financières et les femmes en tant que propriétaires de capitaux et investisseurs en Suisse.

Les membres de l’ARCO comprennent:

Rajna Gibson Brandon

SFG / Membre du Comité Stratégie & Surveillance
Professeure de Finance au  GFRI-Université de Genève/ Vice-Directrice
Directrice et Membre du Conseil de la Fondation GIWM

Rajna Gibson Brandon est professeure de Finance à l’Université de Genève depuis septembre 2008 et Directrice et Membre du Board de la Fondation Geneva Institute for Wealth Management (GIWM)  depuis 2016. En 2009, elle créa le Geneva Finance Research Institute ( GFRI) de l’Université de Genève qu’elle co-dirige toujours. Elle est également professeure honoraire de Finance à l’Université de Lausanne.

De 2000 à 2008, elle a été professeure de Finance à l’Université de Zurich et professeure de Finance à l’Université de Lausanne de 1991 à 2000. Elle fut auparavant professeur-assistante de Finance au Groupe HEC, France et „Visiting Scholar“ à New York University et à la John Anderson Graduate School of Management de l’Université de Californie à Los Angeles (UCLA). Elle détient un Doctorat en Sciences économiques de l’Université de Genève.

Ses thèmes de recherche actuels portent sur l’évaluation des actifs financiers, la gestion des risques, la finance durable,  la gouvernance d’entreprise et la finance comportementale.

Rajna est membre du Conseil d’administration du Groupe BNP Paribas, Paris depuis novembre 2018 et a été membre du Conseil d’Administration de Swiss Re de juin 2000 à avril 2018 ; elle a aussi été membre de la Commission Fédérale des Banques de 1997 à 2004.

 

Rajna Gibson Brandon

Institut de Recherche Financière de Genève (Geneva Finance Research Institute-GFRI) à l’Université de Genève

VANINA FARBER

Vanina Farber is the elea Chair for Social Innovation at the IMD Business School in Lausanne.

She is an economist and political scientist specializing on social innovation, entrepreneurship and corporate social responsibility, with also almost twenty years of teaching, researching and consultancy experience, working with academic institutions, multinational corporations and international organizations.

Vanina is interested in studying and fostering the application of innovative, practical, sustainable and inclusive market-oriented approaches that aspire to change the world by eliminating the root causes of social ills. Her research focuses on scaling up social businesses and on innovations in inclusive value chains, especially last mile distribution.

Prior to coming to IMD, Vanina was Professor and Chair of Sustainable Entrepreneurship and Social Inclusion at Universidad del Pacífico, Peru, were she also was the Dean of the Graduate School of Business from 2014 to 2016.

Vanina Farber

IMD Business School à Lausanne

TAEUN KWON

Taeun Kwon is the Research Lead on Blended Finance at the Center for Sustainable Finance and Private Wealth at University of Zurich, where she is responsible for academic and practice-oriented research on the topic of innovative and blended finance and leads the research side of the Initiative for Blended Finance.

Her recent research topics include the effectiveness of the various instruments, across sectors such as water and education. Taeun is passionate about education and gender equality, which also led her to co-found Women in Sustainable Finance, a network organisation bringing together the topic of finance and gender equality. Before CSP, Taeun had launched her own ethical t-shirt brand employing single moms and immigrant women, worked in strategy consulting at Boston Consulting Group, brand consulting at TBWA\ and impact consulting at Impact Square.

She is an avid swimmer, newbie climber and terrible guitar player. Please email taeun.kwon@bf.uzh.ch to get in contact.

Taeun Kwon

Université de Zurich

Jessica Espinoza

Jessica Espinoza is a Senior Investment Manager at DEG, the German Development Finance Institution (KfW Group) and the Chair of the 2X Challenge, a global initiative that has mobilized over $5 billion of gender lens investments since its launch at the G7 Summit in 2018.

Jessica is a PhD candidate at University of Siegen, researching the transformative potential of gender lens investing. Jessica has extensive experience sourcing, structuring and executing debt, mezzanine and equity deals in emerging markets with a strong focus on social impact. She serves on the Board of Directors of AlphaMundi Foundation and of the Mexican financial institution Mega as well as on the Advisory Board of several private equity funds. As a mentor for Endeavor, she supports high impact companies as they scale up.

Prior to joining DEG, Jessica was a Member of the Management Board at ProCredit Bank Nicaragua and part of the Group Funding team at ProCredit Holding. She managed the Africa Regional Office of MicroFinance Transparency in Ghana and led a flagship program to promote responsible finance across Sub-Saharan Africa and Latin America.

Jessica Espinoza

Université de Siegen en Allemagne

Alexandra Niessen-Ruenzi

Alexandra Niessen-Ruenzi is Professor of Finance at the University of Mannheim in Germany. Her research interests are in the fields of corporate governance, corporate finance, and asset management. A special focus of her research is on gender differences in financial markets.

Professor Niessen-Ruenzi’s research is published in top ranked academic journals (Journal of Financial Economics, Review of Financial Studies, Management Science) and is also regularly featured by the business press (New York Times, Wall Street Journal). She presents her work at leading international conferences and is a regular speaker on gender topics in the financial industry. Her research papers won several prizes, including best paper awards at the Academy of Management, Rothschild Caesarea IDC Conference and Society for the Advancement of Behavioural Economics.

She holds a PhD in Finance and has been a visiting scholar at several renowned institutions such as Kellogg School of Management, Northwestern University, and Haas School of Business, UC Berkeley. Alexandra Niessen-Ruenzi is married and has twin daughters.

Alexandra Niessen-Ruenzi

Université de Mannheim en Allemagne

Anina Hille

Dr. Anina Hille teaches and does research in the areas of finance and diversity at the at the Institute for Financial Services (IFZ) at the Lucerne University of Applied Sciences. Her main competences are in finance, the assessment of diversity & inclusion in general as well as for individual diversity dimensions such as gender, age or disabilities. Her interest lies in combining the topics of finance and diversity, this includes gender- and age finance as well as an emphasis on the S of ESG.

Anina looks back on a long career in financial industry, working for startups as well as large corporations such as Harcourt or Credit Suisse. She holds a PhD in finance on the topic of autocorrelation in hedge fund returns. At IFZ, beside of teaching these subjects at master-, bachelor and further education level, she manages various projects with regards to diversity & inclusion in cooperation with businesses, associations and the federal government. These include the diversity index, a toolbox where companies can measure and benchmark how diverse they are and thereby quantify this rather qualitative subject, Women’s Business, a project to enhance career chances of women, generation management, practice-oriented research with regards to the diversity dimension age and for example labor market study of hearing-impaired persons commissioned by the swiss association of the deaf.

In addition, she is co-founder and co-president of the “Companies and Returnships Network”, an association she founded together with reputable employers to bring mothers and fathers back to work and thereby offer employers access to a valuable, diverse and largely untapped talent pool.

Anina Hille

Institute for Financial Services (IFZ) à Lucerne

Le GLIS est en train de constituer un comité des solutions d’investissement (ISCO) composé de conseillers de divers segments du secteur financier afin de promouvoir les normes et les conditions d’investissement dans l’optique du genre dans les produits d’investissement, et de déterminer quels produits peuvent être présentés à des fins éducatives uniquement à titre d’exemples inspirants de GLI.

Les membres de l’ISCO comprennent à ce stade:

Tim Radjy

Tim Radjy est Vice-Président de SFG, ainsi que fondateur et partenaire gérant d’AlphaMundi Group SA, basé à Genève, depuis 2008. Il est également Président du SocialAlpha Investment Fund (SAIF) d’AlphaMundi au Luxembourg, Trésorier d’AlphaMundi Foundation à Washington DC et Président du Comité d’investissement du Fonds AlphaJiri à Maurice.

AlphaMundi est membre fondateur du réseau GIIN, TONIIC Europe, Swiss Sustainable Finance, partenaire financier de SFG et membre des associations Aspen Network, Gender Smart Investing et ColCapital.

Tim a précédemment travaillé chez UBS Wealth Management où il est devenu membre fondateur d’UBS Philanthropy Services pour les clients UHNWI. Il a également passé du temps en Bolivie, évaluant des programmes de microfinance pour le compte de l’Agence suisse de développement, et avec le WWF International en tant que conseiller auprès des grands donateurs.

Tim est titulaire d’un diplôme en sciences politiques de l’Université de Genève et d’un diplôme de banque privée de l’UBS. Il parle couramment le français, l’anglais et l’espagnol.

Tim Radjy

Groupe AlphaMundi à Genève

Maria Affonseca Vogt

Maria has more than 17 years of experience in the Wealth Management industry. She started her career in São Paulo. In 2008, she moved to Luxembourg as Products Specialist with the mission to build up the Products Department for Banco Itaú Europa Luxembourg. In 2012, she moved to Switzerland, appointed as Global Head of Products & Portfolio Solutions for Itaú Private Bank, responsible to lead the development of the products and services architecture globally for the Bank.

Given her experience, Maria offers extensive knowledge of investment products full life cycle: sourcing, developing, structuring, and offering of investments solutions. 0rchestrating a complex web of multicultural stakeholders to come to the best possible solution, her vision is always driven by a holistic approach to the due diligence process, together with the understanding of sectors specifics within the value chain. She believes that sustainable and impact investment should be in the forefront of private capital allocation and cross sector collaboration, and that feminine energy can lead this change. Her latest pursue towards a sustainable and inclusive financial industry has led her to collaborate with Women in Sustainable Finance (WISF), a network that empower women to push for an inclusive financial industry.

Maria studied International Relations at PUC São Paulo, and holds a Masters in Wealth Management from INSPER. She has also earned a certificate on Business Sustainability Management and Supply Chain Management, both from University of Cambridge Institute for Sustainability Leadership. Maria is a mother of two boys and loves the sea.

Maria Affonseca Vogt

Women In Sustainable Finance International

David Uzsoki

David Uzsoki works as a Sustainable Finance Lead and Senior Advisor in IISD’s Economic Law and Policy Program. He has several years of experience in providing solutions and thought leadership in various areas of sustainable finance. Sustainability has become one of the megatrends in finance that presents a unique opportunity to direct financial flows towards meeting the world’s sustainability challenges. He applies his financial industry experience to help financial market participants and other stakeholders navigate in this sustainability transition.

Among other topics, he has focused on gender lens investing and the mainstreaming of gender considerations in investment decisions, sustainable investing trends and innovation, second party opinions on green and sustainability bond frameworks, sustainable and nature-based infrastructure financing solutions, natural capital and biodiversity investing, climate risk assessment and stress-testing, the use of blockchain technology and other fintech solutions in sustainable investing. In addition, he has co-developed the Sustainable Asset Valuation (SAVi) methodology that uses system dynamics and project finance modelling to assess the environmental, social, and economic impact of infrastructure projects. 

Prior to joining IISD, he spent several years working with Morgan Stanley in wealth management. As a client advisor, he was responsible for running the daily operations of a busy wealth management desk, providing advisory, trading and custody services to family offices, asset managers and high net worth individuals. He holds a bachelor’s degree in business administration and a master’s degree in international finance. He is based in Geneva, Switzerland.

David Uzsoki

Responsable de la finance durable et conseiller principal à l’Institut International de Développement Durable (IISD)

David Uzsoki

David Uzsoki works as a Sustainable Finance Lead and Senior Advisor in IISD’s Economic Law and Policy Program. He has several years of experience in providing solutions and thought leadership in various areas of sustainable finance. Sustainability has become one of the megatrends in finance that presents a unique opportunity to direct financial flows towards meeting the world’s sustainability challenges. He applies his financial industry experience to help financial market participants and other stakeholders navigate in this sustainability transition.

Among other topics, he has focused on gender lens investing and the mainstreaming of gender considerations in investment decisions, sustainable investing trends and innovation, second party opinions on green and sustainability bond frameworks, sustainable and nature-based infrastructure financing solutions, natural capital and biodiversity investing, climate risk assessment and stress-testing, the use of blockchain technology and other fintech solutions in sustainable investing. In addition, he has co-developed the Sustainable Asset Valuation (SAVi) methodology that uses system dynamics and project finance modelling to assess the environmental, social, and economic impact of infrastructure projects. 

Prior to joining IISD, he spent several years working with Morgan Stanley in wealth management. As a client advisor, he was responsible for running the daily operations of a busy wealth management desk, providing advisory, trading and custody services to family offices, asset managers and high net worth individuals. He holds a bachelor’s degree in business administration and a master’s degree in international finance. He is based in Geneva, Switzerland.

Olga Miler

Olga is a global innovation expert, specializing in women and finance, sustainability, and gender-smart investing. She has been broadly recognized for her transformational achievements to change the financial services industry for women and gender equality with features in the global press such as Sky News, BBC News, CNBC, the Financial Times, Bloomberg and The Guardian and won numerous awards including ‘Inspirational Woman of the Year 2019’ by CityWealth Magazine and a place on the Senior Leaders in Fintech Powerlist by Innovate Finance.

Following her career at UBS she has co-founded her own start-up – SmartPurse – a fintech-ed-tech venture revolutionizing financial education. With her blog « Women & Money » for Watson-News Olga reached over 550,000 readers in Switzerland and this year writes the column « MoneyTalks ». She also serves as board member at the Cherie Blair Foundation for Women and a fintech venture in Switzerland. Olga has two children and lives in Zürich.

Olga Miler

Co-fondatrice de SmartPurse

David Uzsoki

David Uzsoki works as a Sustainable Finance Lead and Senior Advisor in IISD’s Economic Law and Policy Program. He has several years of experience in providing solutions and thought leadership in various areas of sustainable finance. Sustainability has become one of the megatrends in finance that presents a unique opportunity to direct financial flows towards meeting the world’s sustainability challenges. He applies his financial industry experience to help financial market participants and other stakeholders navigate in this sustainability transition.

Among other topics, he has focused on gender lens investing and the mainstreaming of gender considerations in investment decisions, sustainable investing trends and innovation, second party opinions on green and sustainability bond frameworks, sustainable and nature-based infrastructure financing solutions, natural capital and biodiversity investing, climate risk assessment and stress-testing, the use of blockchain technology and other fintech solutions in sustainable investing. In addition, he has co-developed the Sustainable Asset Valuation (SAVi) methodology that uses system dynamics and project finance modelling to assess the environmental, social, and economic impact of infrastructure projects. 

Prior to joining IISD, he spent several years working with Morgan Stanley in wealth management. As a client advisor, he was responsible for running the daily operations of a busy wealth management desk, providing advisory, trading and custody services to family offices, asset managers and high net worth individuals. He holds a bachelor’s degree in business administration and a master’s degree in international finance. He is based in Geneva, Switzerland.

événements

Le GLIS sera présent lors de la semaine Building Bridges. Plus d’informations prochainement !

Rapports & articles

On parle du GLIS !

Partenaires

Le groupe de travail GLIS est composé de membres de SFG et de partenaires institutionnels et se réjouit de développer son réseau de partenariats avec des organisations suisses et internationales intéressées par la promotion de l’investissement selon le genre. Rejoignez-nous!