Mark Bateman
Director of Research - Equity at Aperio Group LLC
Profile
Mr. Mark Bateman is a Director of ESG & SRI Research at Aperio Group LLC.
He work on the ESG/SRI team, performing two main functions: First, he collaborate with clients to develop a customized values policy document.
This document serves as the road map for aligning their portfolios with their values on environmental, social, and governance (ESG) issues.
Second, he stay on top of developments in the ESG research industry to understand what data are available to use in client portfolios.
He have been in the ESG industry for more than 25 years.
He started at the Investor Responsibility Research Center (IRRC) and held various roles—research analyst on military and political issues, director of the Environmental Information Service, and Vice President of Research and Operations.
During that time, he served on the original steering committee of the Global Reporting Initiative (GRI), helping to develop standards for sustainability disclosure.
More recently, he served as the Director of Research for IW Financial.
He received his undergraduate degree from The Johns Hopkins University and a graduate degree from George Washington University.
Mark Bateman active positions
| Companies | Position | Start |
|---|---|---|
Aperio Group LLC
 Aperio Group LLC Investment ManagersFinance Aperio Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded in 1999 by Patrick Geddes, Guy Lampard, Robert Newman, and Paul Solli. They are owned by Aperio Holdings LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK). Aperio Group manages domestic, international, and global equity portfolios for individuals, high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. They also advise a limited number of ERISA clients and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles. | Director of Research - Equity | 2015-02-28 |
Former positions of Mark Bateman
| Companies | Position | End |
|---|---|---|
| Investor Responsibility Research Center, Inc. | Corporate Officer/Principal | - |
IW Financial
 IW Financial Miscellaneous Commercial ServicesCommercial Services IW Financial provides environmental, social, and governance research consulting and portfolio management solutions. Its solutions include research workstations, portfolio management tools, client research integration, investment compliance reporting, custom research, private label solutions, and training and support. The company was founded by Samuel Pierce and Dan Porter in 2001 and is headquartered in Portland, ME. | Chief Tech/Sci/R&D Officer | - |
Training of Mark Bateman
| The Johns Hopkins University | Undergraduate Degree |
| George Washington University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
IW Financial
IW Financial Miscellaneous Commercial ServicesCommercial Services IW Financial provides environmental, social, and governance research consulting and portfolio management solutions. Its solutions include research workstations, portfolio management tools, client research integration, investment compliance reporting, custom research, private label solutions, and training and support. The company was founded by Samuel Pierce and Dan Porter in 2001 and is headquartered in Portland, ME. | Commercial Services |
| Investor Responsibility Research Center, Inc. | Commercial Services |
Aperio Group LLC
Aperio Group LLC Investment ManagersFinance Aperio Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded in 1999 by Patrick Geddes, Guy Lampard, Robert Newman, and Paul Solli. They are owned by Aperio Holdings LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK). Aperio Group manages domestic, international, and global equity portfolios for individuals, high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. They also advise a limited number of ERISA clients and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles. | Finance |
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