Collaborative WIM
Phil Clements, CFA, CAIA, FDP, currently serves as an Index Relationship Manager at Bloomberg, focusing on asset owners and investment consultants in the UK and Switzerland. With a robust background in multi-asset investment, Phil contributes to the EMEA Asset Owner Index team by addressing market participants' needs in areas such as benchmarking and product creation across various asset classes including fixed income, equities, and ESG. Additionally, Phil serves as a Board Advisor for Collaborative WIM, an initiative promoting inclusion and diversity in capitalism, and has previously held roles such as Responsible Investments Lead at GOODFOLIO and Associate Director at Record. Phil's educational credentials include a Master's degree in Physics from The University of Manchester, multiple qualifications from The Chartered Institute for Securities & Investment, and a PGCE from Birmingham City University.
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Collaborative WIM
🌎 CFA Societies, FPA Chapters and industry groups around the world have joined efforts to demonstrate the commitment of the global finance community to inclusion and diversity. Our collaboration comprises more than 90 organizations across US, Canada, Caribbean, EMEA and Latin America, represented by over 300 volunteer society leaders globally. This is a grassroots campaign: ✨ To create demand for diversity ✨ To empower female finance professionals of all backgrounds, across all facets of the finance industry ✨To support the advancement and development of female finance leaders, as well as to celebrate their accomplishments ✨To establish a global community to share resources, information and best practices to promote our shared vision 🔥 So, join us at an upcoming interactive virtual event to: ▶️ network with your peers around the globe ▶️ greet some of the highest caliber leaders in the world, live ▶️ and contribute to our growing global community of talented professionals who are committed to true inclusion and diversity in the finance industry. We can’t wait to meet you! 👋 💥Collaborative WIM is a fully volunteer-led 501(c)(3) charitable nonprofit organization, with no employees. 📬Team@CollaborativeWIM.org Collaborative WIM Founders: 📩Sarah Yao Schutzman, CFA, President Managing Partner, Providence Heights Capital Management LLC (Sarah@collaborativewim.org) 📩Regina Gaysina, Vice President and Treasurer Director, RBC Capital Markets - Municipal Finance (Regina@collaborativewim.org) 📩Christine Tinker, CFA, Secretary Senior Equity Portfolio Manager, Northern Trust Asset Management (Christine@collaborativewim.org) 📩Arielle Bittoni, CFA, CFP, Director of Programming Chief Wealth Strategist, Refresh Investments (Arielle@collaborativewim.org) 📩Victoria Prescott, CFA, Director of Advocacy Senior Director, Capital Markets and Investor Relations at Realty Income Corporation (Victoria@collaborativewim.org)
Employees
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