Speaker Profile: Hetal Patel

Hetal Patel is Head of Sustainable Investment Research at Phoenix Group where he’s responsible for assessing the exposure of the Group’s investment portfolios to climate and nature related risks and opportunities and for the embedding of sustainability into investment strategy. Prior to joining Phoenix in 2020, Hetal had a rich background in institutional investments. He spent 9 years at Legal & General where he held various roles supporting its With Profits Fund, latterly leading the team responsible for its investment strategy and fund manager oversight. He also worked in the pensions sector, initially as an Investment Consultant with KPMG and then as an in-house Investment Manager for Lloyds Banking Group supporting its various heritage pensions schemes. Hetal started his career in banking as a bond trader with Goldman Sachs working on its European Government Bonds desk. Hetal is a Chartered Actuary (fellow) with Institute and Faculty of Actuaries. He is also Chair of the Partnership for Carbon Accounting Financial (PCAF) Core Team, the body that is responsible for governance and development of the ‘PCAF Standard’ which is the carbon accounting standard used by the financial sector.