About

Bruce serves as Impax’s Co-Chief Investment Officer, Listed Investments. Bruce is one of Impax Asset Management’s longest-serving employees. He developed the firm’s listed equities business and the division’s investment thesis. He is responsible for overseeing and enhancing all aspects of the listed investments business, including monitoring performance, ensuring regulatory compliance, and spearheading product design. Bruce is a co-Portfolio Manager of the Impax Specialists and Climate strategies.

Before joining Impax in 1999, Bruce worked as a utilities analyst at Bankers Trust and as an environmental consultant for Environmental Resources Management.

An Oxford graduate with a bachelor’s degree in Chemistry, Bruce also holds a master’s in Environmental Engineering Technology, and an MBA from IESE Business School in Barcelona.

Jon co-manages Impax Asset Management’s Specialists and Climate strategies. Specialising in new energy, water, and waste support services, he researches stocks globally with a focus on the industrials and utilities sectors.

He has been part of the Impax team for over twenty years, having first joined in 2000 from Alchemy Partners where he had spent two years providing consultancy work to their portfolio management team. He began his career in 1994 at HSBC Investment Bank working on their acquisitions team.

Jon has a bachelor’s degree in German and Management Studies from Leeds University.

Fotis is a member of Impax Asset Management’s portfolio management team, where he researches stocks globally, focusing on the information technology and industrials sectors.

Fotis originally joined Impax as an intern in 2015, initially working in the listed equities team. He has held his current role since 2021. Prior to joining the firm, he had an internship at Barchester Green Investment.

A CFA Charterholder, Fotis also holds the Investment Management Certificate. He has master’s degree in Civil Engineering from the National Technical University of Athens and a master’s degree in Sustainable Energy Systems from the University of Edinburgh.

Matt leads the UK Intermediary Distribution team at Impax Asset Management, responsible for asset raising across the UK Wholesale channel.

He joined Impax from Sarasin & Partners, where he was responsible for the distribution of thematic funds and outsourced investment solutions to financial intermediaries. He started his career at EY and spent the majority of his early years at UBS Asset Management.

Matt studied BSc International Business at Loughborough University and holds the Investment Management Certificate and Sustainable Investing Certificate with the CFA institute.

Janneka joined Impax’s business development team in early 2022. Previously, Janneka held a similar position at Brown Advisory building relationships and servicing Institutional and Intermediary clients.

Janneka started her career in Investments and Relationship Management at RBC Wealth Management and was responsible for providing solutions to High Net Worth and Ultra High Net Worth clients, with a focus on services tailored to corporate executives and their families.

Janneka holds a BSc (Hons) in Business Management from Queen Mary’s, University of London.

Thomas Morris Brown serves as a Portfolio Specialist for the Europe and APAC distribution team, working closely with the portfolio managers and analysts on covered strategies. This includes Impax’s Specialist strategy and investment trust, Impax Environmental Markets plc. Tom joined Impax in 2023.

Tom has over eleven years’ experience, having previously worked at Allianz Global Investors. There he covered the company’s flagship SRI equity strategy, its largest fundamental equity strategy, UK equity products, as well as the Brunner and Merchants investment trusts.

Tom started his career at the communications agency Fishburn Hedges, where he was part of the Financial and Corporate team. Specialising in media strategy, Tom worked with clients across the financial industry before joining the Global Communications team at AllianzGI in 2015. Tom has a degree in English Language and Literature, an MA in Broadcast Journalism and a Post Graduate Diploma in Finance. He also holds the IMC designation and is fluent in Italian and Spanish.

Mrs Surkovic has over 30 years experience in environmental policy making and regulation in the private and public sectors. Her background and experience provides her with a deep knowledge of many of the areas supporting environmental technology investments. During her career, she has been at the forefront of developing and delivering environmental policy in Europe and the UK as well as working globally with groups such as OECD.

Mrs Surkovic was most recently at The Royal Society, where she was head of policy, prior to that she was a senior civil servant for HM Government working in several Departments. In prior years, Mrs Surkovic was a Director of the Chemical Industries Association. She works with the University of Cambridge’s Centre for Science and Policy and is a member of its admission board. Mrs Surkovic is a Trustee for the Gerrards Cross Community Library Trust and an Advisory Group Member of the Land Nature and Adapted Systems Advisory Group.

Mrs Surkovic holds a B.Sc. in Biochemistry from Birmingham University.

Mrs Surkovic’s background and expertise enable her to provide guidance to the Board on ESG and environmental technology matters in particular.

Mr Walker is currently senior independent director at JPMorgan European Growth & Income plc, having joined them in 2021. He was previously managing director UK & European Equities at UBS Asset Management and before that he held various roles at Schroder Investment Management, including as non-executive director of Schroder Pension Trustee Limited, global head of ESG investment and head of equity research. He helped to set up the Investor Forum in 2014 and still acts as a senior adviser to it.

Mr Walker holds an MBA from the London Business School, an MA in Finance and Investment and a BSc in Engineering Science from the University of Exeter.

Mr Walker’s experience and abilities enables him to challenge both the Board and the Manager on the rigour of their processes and thinking, especially on long-term matters.

Mrs Eastment is a Fellow of the Institute of Chartered Accountants in England and Wales and a Fellow of the Chartered Governance Institute with over 30 years’ experience of the financial services industry. She qualified with KPMG and worked at Wardley and UBS in finance and corporate governance before moving to Invesco, where she worked for 22 years ending as Head of Accounts and Company Secretariat for Specialist Funds, which included investment trusts. She retired from Invesco in 2018 to pursue a non-executive director career using her wide knowledge and experience. She is also a member of the AIC’s Technical Committee.

Mrs Stephanie Eastment is a non-executive director and audit committee chair of Herald Investment Trust plc and Alternative Income REIT plc, a non-executive director and senior independent director of Murray Income Trust plc, and a non-executive director of RBS Collective Investment Funds Limited.

Mrs Eastment’s financial, technical and oversight experience and knowledge strengthens the Board’s financial and risk oversight not only as a director, but as the audit committee chairman.

Miss Kelly is an Independent Impact Investing Consultant. Miss Kelly worked as Head of Financial Sector and Investor Engagement at Big Society Capital from 2013-2016, followed by four years as a consultant on The Impact Management Project. She spent the previous five years at Barclays Wealth and prior to that she worked 16 years in investment banking at Kleinwort Benson, JP Morgan and Citigroup. Miss Kelly has a wide experience of introducing new investment opportunities to investors and has covered UK, European and Asian equity markets. Miss Kelly has worked in London, New York and Zurich and is currently based in Ireland.

Miss Kelly is a member of the External Board of Advisors of Cork University Business School and the Chair of the Impact Advisory Committee at WakeUp Capital.

Miss Kelly’s background and expertise brings a different approach to the boardroom with a focus on both the financial integrity of investment decisions and their long-term impact.

Mr Suarez is currently chairman of Knight Vinke Asset Management, having previously held the roles of CIO and Deputy CEO. He is a non- executive director of BlackRock Throgmorton Trust plc and a senior adviser to FMAP Limited, a consultancy founded by Lord Maude which advises governments on the implementation of public sector reform.

Mr Suarez was chairman of The Edinburgh Investment Trust plc from 2017 to 2022, having joined the board in 2013. He was co-chair of the Capital Markets Advisory Committee, an independent body advising on accounting issues and standards between 2014 and 2020. Before this, he was a Partner in Soditic Limited and head of European energy, infrastructure and utilities investment banking business at Morgan Stanley.

He is a Fellow of the Institute of Chartered Accountants in England and Wales and a member of the Royal Society of Arts.

Mr Suarez brings significant investment trust experience to the Board as well as a deep knowledge of markets and of the investment process.