Research and Management (Calvert), a subsidiary of Eaton Vance Corp, has appointed Preeti Bhattacharji, Vice President, Corporate Engagement Strategist, William Hsu, Corporate Governance and Proxy Voting Specialist, and Julia Marsh, Corporate Engagement Associate, in the firm’s Corporate Engagement team, based in Washington DC, reporting to John KS Wilson, Vice President and Director of Corporate Engagement.
“Calvert’s emphasis on catalysing positive change at corporations through engagement, combined with accelerated business growth, have enabled us to hire three highly qualified individuals,” says Wilson. “Their collective experience and desire to create positive change enhances our ability to engage with corporations seeking to improve social and environmental outcomes, strengthen governance and improve investor returns.”
Preeti Bhattacharji, Vice President, Corporate Engagement Strategist, is responsible for strengthening Calvert’s corporate engagement approach and advocating for constructive change in corporate policies. In her role, she will monitor issuers for engagement opportunities, develop the business case for change in conjunction with Calvert’s environmental, social and governance (ESG) research analysts, engage in dialogue with companies, file shareholder proposals and participate in investor coalitions. Bhattacharji joins Calvert from FB Heron Foundation, where she was most recently Vice President, Integrated Capitals, focusing on ESG integration, investing and engagement. She was previously associated with the Heilbrunn Center for Graham & Dodd Investing and the Council on Foreign Relations. BA in Political Science and History from Columbia University.
William Hsu, Corporate Governance and Proxy Voting Specialist, oversees Calvert’s proxy voting policies and procedures and serves as a guide on corporate governance issues, in addition to supporting Calvert’s overall corporate engagement efforts. Hsu comes to Calvert from Dimensional Fund Advisors, where he oversaw Dimensional’s issuer engagement program as Senior Associate, Investment Stewardship. Previously, he was a Corporate Governance Analyst at Chevron Corporation and was also associated with Glass Lewis. Hsu graduated from University of California, Berkeley, with a BS in Environmental Economics and Policy.
Julia Marsh, Corporate Engagement Associate, supports Calvert’s proxy voting and corporate engagement on environmental, social and governance issues. Marsh recently received her MBA from the Yale School of Management. She was previously associated with Stojo Products, Inc, the Ecological Society of America and The Wilderness Society. In addition to her MBA, Marsh holds an AB in Italian with Anthropology from Princeton University.
