Finalist for Woman of the Year
Investment Week Women in Investment Awards
Finalist for Woman of the Year
Women in Asset Management Awards
New York 2019
Heidi Ridley is a senior advisor and formerly CEO of Rosenberg Equities, a member of the AXA Rosenberg Group Board and the AXA Investment Managers Management Board. Prior to that, she was Rosenberg’s Global COO and Chief of Staff for six years and held the positions of Head of Institutional Sales and Product Development for North America and Global Head of Investment Strategy and Communications during her 18 year tenure with the firm.
Rosenberg Equities is a pioneer in quantitative equity investing, recognized for using advanced modelling techniques to conduct deep, fundamental analysis of companies and for its innovative research, use of new technologies and alternative data. Under Heidi’s leadership, the firm fully incorporated ESG (environmental, social and governance) considerations across all of its strategies, embedding sustainability into its investment philosophy and process and becoming the first ESG integrated quantitative equity manager focused on the intersection of ESG insights and advanced factor solutions.
Heidi has extensive experience leading highly diverse teams and implementing talent development and culture enrichment programs. While at Rosenberg, 60% of her senior leadership team was comprised of women, and within the investment, technology and data teams, staff represented 19 countries and a range of demographics.
Throughout her 30-year career in asset management, Heidi has held a broad spectrum of leadership roles spanning investments, product development, client relationship management and marketing. Heidi earned her bachelor’s degree in Economics from the University of California, Berkeley, completed the Stanford Graduate School of Business Executive Education Program, and is a CFA charterholder. She is a member of the Advisory Council for the Center for Equity Gender and Leadership at the HAAS School of Business, a champion of ESG investing and an advocate for diversity and inclusion, forwarding the dialogue through speaking engagements worldwide.
Heidi was born in Teheran to an Iranian father and an American mother, and raised in California with three younger sisters. She is married and the mother of four boys. Outside of work, Heidi enjoys exploring new places, skiing and hiking in the mountains around Lake Tahoe, and spending quality time with family. She is passionate about promoting financial literacy, mentoring young women in finance and technology, and supporting educational causes. Heidi embraces challenge and approaches life with an “all-in” mentality.
Kathryn McDonald’s most recent role was Head of Sustainable Investing at Rosenberg Equities, with specific responsibility for overseeing the integration of ESG information in Rosenberg’s investment process. She led the firm’s ESG and impact research effort with a heavy focus on investment modeling, data vetting, thematic research, and externally oriented thought leadership.
Her responsibilities spanned active research, investment implications and implementation and chairing the firm’s Controversy Committee. Her personal commitment to what we now call Environmental, Social, and Governance (ESG) investing began over 30 years ago in the form of letter writing campaigns targeting companies engaged in environmental destruction, ocean pollution, and animal testing.
Kathryn started her career at BARRA, a risk modeling firm, then joined Rosenberg holding a variety of roles including portfolio manager, Long/Short Equity Strategist, and Head of Investments Australia/New Zealand. It is her strong belief that the investment landscape will be increasingly shaped by the forces of ESG; investors who ignore these forces do so at their own peril. She is committed to using the sheer size of capital markets to bring about changes beneficial to both investors and society at large.
Kathryn holds an undergraduate degree in Economics from Willamette University, and a Master of International Management from The American Graduate School of International Management. She is the founder of Aquanos Collective, a company dedicated to the exploration of innovation in water infrastructure and technology, and a member of the Board for the Responsible Investment Association of Australasia (RIAA). Kathryn spent her childhood in Idaho but has called California home for almost 30 years. When not working, Kathryn can typically be found at the barn with her horse or hiking in the East Bay hills with her husband and dog. She is an avid reader, an active supporter of several charitable causes, and a collector of indigenous art from Australia and the American West.
We are an experienced team of investment professionals with different backgrounds and perspectives, united in the belief that ESG considerations have economic implications and the power to drive needed innovation and change for societies around the world. We bring passion and determination to work with us every day, act in concert with our values and aim to leave our community better than we found it.
The people and societies we serve are at the heart of everything we do. We seek to set the standard for improved corporate governance and sustainable business practices to create long-term value.