SERVICES & ACTIVITY

Aedín O’Leary is an Independent Director and Investment Consultant with over 25' years experience in the financial services and asset management industry, spanning multiple asset classes, fund types, complex mandates and ESG.

TRIPLE LINE Activities

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Board Services - Independent Non-Executive Director

Aedín is a Qualified Director through the Institute of Directors (Chartered Directors Programme), with significant Board and Committee experience across Investment, Fund Services, ESG and Not for Profit.

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Investment & ESG Consulting

Aedín provides independent consultancy in relation to Asset Manager selection (increasingly ESG mandates), formulation of Ethical Investment Policy as well as launch and distribution of investment services

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Green Team Network

Winning project at Sustainathon 2020, an initiative to bring together the Irish Funds industry to amplify its impact in tackling climate change.

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ESG Communication

In her own continuous learning journey in sustainability and ESG, Aedín is committed to helping others learn from the knowledge and experience she has gathered herself.

Board Services - Independent Non-Executive Director

Aedín is a Qualified Director through the Institute of Directors (Chartered Directors Programme), with significant Board and Committee experience across Investment, Fund Services, ESG and Not for Profit.

With her diverse skillset and background, Aedín brings independent and constructive challenge to board oversight and governance. She is strong on analysis, rigour and risk. Her ESG and sustainability background adds value in identifying, mitigating and integrating ESG risks (and recognising ESG opportunities) within overall risk management. Aedín has a reputation for effectively assessing situations and collaborating on robust strategy and solutions.

  • Current Director on the Boards of the Irish Youth Foundation  (also member of Strategy Committee https://iyf.ie) and Charities Institute Ireland (also member of Finance, Audit & Risk Committee https://www.charitiesinstituteireland.ie/)
  • Member of Events & Fundraising Committee at the Children’s Medical Research Foundation, Crumlin.
  • Former member of the Board of the Jack & Jill Foundation and of its Investment Committee.
  • Past member of the Investment & Finance Committee of a large Religious Order.
  • Significant experience within different roles in identification, mitigation and management of risks and in setting risk appetite and tolerance levels, including:
    • Steering a range of charities in the development of prudent governance policies (i.e. finance, investment, ethics, conflicts of interests), compilation of detailed risk registers and compliance with the Charities Governance Code.
    • Assessment of risk, risk scenario planning and decision-making to proceed with calculated risk in strategic decisions, e.g. leading asset management firms seeking to enter new sectors/develop new products and charities making investment and fundraising decisions.
  •  Board and Company Secretarial services supplied to several charity and pension clients as part of overall relationship management at L&P Cantor Fitzgerald.
  • Highly financially literate and experienced in scrutiny and evaluation of financial information – roles in Investment industry, Tax Consultancy (PwC) and as Qualified Financial Advisor,.
  • 25+ years’ experience in Design, Distribution and Oversight of Investment Solutions to a diverse client base – at Ulster Bank Investment Managers (known today as KBI Global Investors), Friends First Asset Management (known today as Aviva Investors), L&P Cantor Fitzgerald and Sarasin & Partners.
  • Experience spans multiple asset classes, fund types and complex mandates – equities, bonds, property, derivatives, active/passive, ETFs, forestry, renewable energy, infrastructure, microfinance, carbon offset etc.
  • In-depth investment knowledge and understanding of Stakeholder perspectives, in particular the Investors, Trustees (Pension & Charity), Fund Promoters and Intermediaries.
  • Extensive experience in Fund analysis and monitoring, consulting on Asset Manager Selection (increasingly ESG mandates) and on Strategy for Investment Firms in relation to Launch and Distribution of Funds
  • Actively involved over 25 years in steering investors (institutional and retail) through different iterations of responsible investment – from early adopters engaged in negative screening to present day impact and thematic investors.
  • Member of ESG Fund Advisory Groups (Appian Asset Management and the Investment Fund Directors Association).
  • Expert knowledge of the fiduciary duties of directors in different industries (in particular the funds industry) in relation to ESG & Sustainability – application of criteria in relation to asset management, overall integration, reporting and regulatory requirements including SFDR and GRI.
  • Co-Founder of the Green Team Network, Irish Funds initiative devising collaborative solutions for the industry to address Sustainability (https://www.greenteamnetwork.ie/about).
  • Thought Leadership & Commentary: Aedín recently launched her “ESG Digest” of articles on ESG investment and sustainability topics.
  • Speaker, panel moderator and trainer on ESG and Sustainability, e.g. Business Post ESG Summit, GRC ESG World Forum, Institute of Bankers, Women in Finance Awards.

Investment & ESG Consulting

Aedín provides independent consultancy in relation to Asset Manager selection (increasingly ESG mandates), formulation of Ethical Investment Policy as well as launch and distribution of investment services. Sample work includes:

  • Private Consultancy to asset management firm Sarasin & Partners (AUM €15.5bn) to create and implement a Launch and Distribution Strategy for a Dublin based service for ethical investors. Key to their access to the target Irish investor group was my negotiation of an exclusive 2-year agreement to sponsor the primary platform event for this group. Sarasin successfully established their ethically focused multi-asset fund to cater for charity investors in Ireland, securing a notable market share.
  • Recently completed an evaluation of existing and prospective asset managers (12 candidates) for a large Irish charity with a bespoke ESG investment mandate.
  • Consultancy to Irish family investment office on providing a service to institutional investors.
  • Currently advising an Endowment Fund on revisions and enhancements to its Ethical Investment Policy & Objectives.
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Aedín is a Co-Founder of the Green Team Network, an initiative arising from Irish Funds Grant Thornton Sustainathon 2020 to bring the Irish Funds industry together to amplify its impact in tackling climate change.

Providing a central forum to facilitate knowledge sharing and collaboration on addressing sustainability goals across member firms, its initial focus is on UN Sustainable Development Goals 7 (Affordable & Clean Energy) and 13 (Climate Action).

This network provides a place for industry participants to pool their ideas, resources and campaigns, resulting in savings on time, effort and cost across the industry. The Green Team Network aims to raise everyone’s game – from the organisation well advanced in its journey to those that require additional support to get started.

The Green Team Network has engaged in various activities and released several content pieces since its launch in March 2021. For further details visit the website https://www.greenteamnetwork.ie/  and follow the LinkedIn page where news items and events are announced. Email:

ESG Communications

In her own continuous learning journey in sustainability and ESG, Aedín is committed to helping others learn from the knowledge and experience she has gathered herself. Conscious of the proliferation of terminology, acronyms and definitions (often conflicting) on this topic to be absorbed by investors, consumers and other stakeholders, Aedín has recently launched the “ESG Digest”.

This will be a series of articles, commentaries and guides where Aedín will condense the “best bits” from ESG communications she has seen, events she has attended etc. She will also share her own experience of what makes the language of ESG clearer and the Sustainability roadmap easier to navigate from the perspectives of different stakeholders.