Castlefield Investment Partners (CIP) established an external advisory committee in 2018 to provide impartial oversight into our investment decision-making.

The committee meets twice a year and a summary of each meeting is published on our website.

Alongside providing an independent perspective, the advisory committee provides an additional level of expertise and challenge with investment and research decisions. 

External Advisory Committee Member Biographies

Lisa Stonestreet (Chairperson), Head of Communications and Charity Impact, EIRIS Foundation

Lisa is currently the Head of Communications and Charity Impact at the EIRIS Foundation. Lisa was previously a Programme Director at the UK Sustainable Investment and Finance Association (UKSIF), supporting the growth of UK market demand for responsible investment and other financial services that advance sustainability through activities such as Good Money Week, the Ethical Investment Association and support for Pension Funds and Charity Investors. Lisa initially developed an interest in sustainable finance while studying Finance and Environmental Economics in South Africa. Lisa is a proud Trustee of The Orchard Project, a charity dedicated to the creation, restoration and celebration of community orchards.

Matthew Ayres, Director of Client Services, Ethical Screening
Matthew has 25 years’ experience in financial services, in both technical and client-facing roles. In his current role as Director of Client Services at Ethical Screening, he provides the link between client needs and the research team.

He has qualifications in environmental and financial areas, and a wealth of experience in responsible investment, pursuing the long-held idea that real change towards sustainability will not be achieved without harnessing the financial system.

Dr Ilma Nur Chowdhury, Associate Professor/Senior Lecturer in Marketing at Alliance Manchester Business School (AMBS)
Dr Ilma Nur Chowdhury is a Chartered Marketer and has worked as the Associate Head for Social Responsibility and Engagement in the Management Sciences and Marketing Division at AMBS.

Ilma began her career in marketing as an assistant brand manager at Unilever Bangladesh where she was responsible for the brands Sure, Cif, and Omo. She moved to the UK to do a research-based MSc in Marketing and went on to complete her PhD in services management on a four-year AMBS scholarship.

Ilma conducts research on bottom of the pyramid markets, customer vulnerability, social innovation and sustainability in supply chains. She has recently received two EPSRC funding awards to explore inclusive digital service provision for UK refugees in partnership with the charity Caritas.

Gilbert Stephenson, Evangelical Fellowship of Congregational Churches

Gilbert serves as a Trustee of the Evangelical Fellowship of Congregational Churches (EFCC).  The EFCC supports around 120 member churches in England, Wales, and Northern Ireland by providing pastoral, administrative and financial support to them as they seek to serve their local communities. The EFCC also ensures member churches have appropriate legal structures to enable them to meet Charity Commission and other legal requirements.

He is also Trustee of The Evangelical Library, set up in the 1930s as a lending library for Church Ministers, theological students and other lay persons, where he Is the Honorary Treasurer, and he is also a trustee of the British School Trust Fund a charity set up to support people who live, work or worship in parts of Milton Keynes and Northamptonshire.   

Previously he had over three decades experience in accounting and auditing with professional accounting firms. His roles involved leading and managing audit teams in the audit of a wide variety of organisations ranging from owner managed business, academies and university colleges, regulated organisations such as charities, solicitors, and estate agents to subsidiaries of multinational organisations.

Mike Hart, United Reformed Church North Western Synod

Having for six years been the Treasurer of the United Reformed Church’s North Western Synod, Mike is now their Transformation Director working on projects developing connections between church and community, and remains as a member of the Synod’s Investment Committee, responsible for the oversight of investment of the resources of both the Synod and its individual member churches, many of whom are clients of Castlefield.

Mike is a qualified accountant and worked for many years at senior levels in local authorities particularly in the areas of Education and Children’s Services. He has also served as a Trustee of a number of Charities and similar organisations working in the areas of faith and social justice.

 

Latest News

Dec 02/12/2024
News

Castlefield renames fund range adopting Thoughtful title

In response to the FCA’s Sustainability Disclosure Requirements (“SDR”), Castlefield will be re-naming its ‘Sustainable’ fund range as ‘Thoughtful’ from 2 December 2024.

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Oct 14/10/2024
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Castlefield joins Employee Race to Zero challenge

Castlefield is delighted to have joined the Giki Employee Race to Zero challenge – a two-week long sustainability competition for SMEs.

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Sep 25/09/2024
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Castlefield in the news - Summer 2024

This ‘In the news’ feature provides a summary of the recent press coverage, interviews and opinion pieces that Castlefield co-owners have featured in over the summer.

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Jun 20/06/2024
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Castlefield respond to SDR consultation extension

We recently submitted a short response to the FCA’s consultation on extending the SDR scheme to portfolio management. Here we publish our full response for transparency.

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