Sarita Gosrani, CFA
Director of ESG and Responsible Investment
Sarita leads bfinance’s ESG advisory unit and is responsible for the firm’s ESG and sustainability initiatives. Sarita works closely with the firm’s research teams where she provides oversight and expertise on ESG and impact, driving the continuous development and implementation of ESG frameworks across asset classes. This is alongside supporting clients globally on their responsible investment journeys and leading on internal sustainability initiatives. Sarita was formerly Head of ESG Research at XPS Pensions Group and has more than a decade of experience in financial services, pensions and investments. Prior to joining bfinance, Sarita was also investment consultant to several UK corporate pensions schemes allowing her to take a bigger picture view when working with clients on responsible investment. She sits on the firm’s Responsible Investment Committee and is Chair of the firm’s Diversity and Inclusion Committee. Sarita is a CFA Charterholder and holds an Honours Bachelors degree with a double major in Economics and Human Geography from University of Toronto, Canada.
More insights from the team:
Platform complexity: what still earns its place for wealth managers?
A wealth firm can apply rigorous governance to every investment, fund or strategy that it offers and still, over time, end up with a platform that no one would deliberately build today.
CLO debt: Solvency II changes the capital equation for insurers
A bfinance poll of EU insurers points to a material increase in CLO debt allocations through 2027.
Portfolio resilience: rethinking the foundations
The ground beneath the idea of portfolio resilience has shifted in the ‘turbulent twenties’ – how can allocators adjust?
Semi-liquid funds: managing the structural liquidity mismatch
Redemptions from US semi-liquid private credit funds continue to dominate the headlines. Often presented in absolute terms – 'billions redeemed' – without adequate context, much of the nuance around...
Investment Management Fees: Pricing pressure in the turbulent twenties
The latest instalment in the bfinance Fee and Cost Insight series highlights recent price pressures in both private and public markets as the turbulent twenties change the competitive landscape.
The Profitability Problem: Three Ways for Wealth Managers to Counter Fee Compression
Wealth managers face mounting pressure to deliver more for less. Cost-aware clients, digital disruption and regulatory demands for “fair value” are turning fee compression into a defining challenge...
Are your Private Market Investment Fees correct?
The high cost of illiquid investments has long represented a key area of focus for investors. Yet, despite some positive developments in transparency and benchmarking, one crucial aspect of cost...
Managing Equity Risk in the Dutch Pension Transition
As Dutch pension funds prepare for the shift to the new pension contract under the Wet Toekomst Pensioenen (WTP), the industry must grapple with a key issue: the very real risk that volatile equity...
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