Sonia Kowal


Sonia has respon­si­bil­ity for cor­po­rate mat­ters, busi­ness prac­tices, and strate­gic plan­ning. She is also a mem­ber of the firm’s invest­ment com­mit­tee, where she incor­po­rates sus­tain­abil­ity issues into invest­ment deci­sion mak­ing. She over­sees envi­ron­men­tal, social, and gov­er­nance research, proxy vot­ing, and the cor­po­rate engage­ment strate­gies of the firm. She also over­sees the firm’s mar­ket­ing, advi­sor, and client rela­tion­ships. Pre­vi­ously, Sonia headed Eth­i­cal Invest­ment Research Ser­vices’ (EIRIS) U.S. office and was a port­fo­lio man­ager and invest­ment research ana­lyst at Bail­lie Gif­ford in Scot­land, where she had respon­si­bil­ity for invest­ments in Emerg­ing Mar­kets. Sonia holds a BS in Zool­ogy from the Uni­ver­sity of Edin­burgh and an MS in Invest­ment Analy­sis from the Uni­ver­sity of Stir­ling, Scot­land. She is an active mem­ber of US SIF (the Forum for Sus­tain­able and Respon­si­ble Invest­ment) as well as Wom­e­nade Boston, a women’s giv­ing cir­cle ded­i­cated to rais­ing aware­ness and funds for pro­grams that pos­i­tively impact the lives of women and teen girls in the Boston area. She is a board mem­ber of ICCR, the Inter­faith Cen­ter on Cor­po­rate Respon­si­bil­ity, a coali­tion of faith and values-​driven orga­ni­za­tions who view the man­age­ment of their invest­ments as a pow­er­ful cat­a­lyst for social change. She also teaches Ukrain­ian egg art (pysanky) in her spare time.