Ian Robertson, CFA
Ian Robertson, CFA has been a volunteer leader in the investment industry since the late 1990s. He has volunteered extensively with CFA Institute — both locally and globally — and has been a leader within Canada as board chair of the Responsible Investment Association (RIA). He is an enthusiastic supporter of and volunteer at the University of British Columbia (UBC), and has been recognized several times for these and other community contributions.
A strong believer in life-long education, Ian is currently pursuing his DPhil (PhD) part-time at the University of Oxford, focussing on corporate governance and responsible investment. He has presented on various aspects of responsible investment at industry and academic conferences, including at the University of Oxford, the University of Sheffield, Imperial College London, and Saint Mary’s University (Halifax). His first published paper was awarded Best Student Paper at the United Nations’ backed PRI’s 2017 Academic Conference.
Ian is a founding co-host of CFA Society Vancouver’s book club, and is a longstanding reviewer of both fiction and non-fiction books. His reviews have been published in the Financial Analysts’ Journal, The Journal of Sustainable Finance and Investment, and CFA Institute’s Enterprising Investor, and can also be found on-line on amazon.ca, indigo.ca, and goodreads.com.
