australiaen

Jacob Messina

Senior SI strategist, RobecoSAM
Sustainable development requires drastic changes to how we approach social and environmental issues. We create wellbeing by driving these changes, and wealth by recognizing them in our investment processes.

Jacob Messina is a Senior Sustainable Investing Strategist, contributing to Robeco’s Thought Leadership team and serving as cluster head of the Healthcare and Consumer sectors for the SI Research team. Jacob started his tenure at RobecoSAM as a Senior SI Analyst specializing in the healthcare sector, and lead the SI Research team from 2016 until early 2020. Prior to joining RobecoSAM, he worked as a medical technology and supplies analyst at BMO Capital Markets in New York City. He started his career at Two Jinn, Inc., a mid-sized surety agency in California, where he held various positions of increasing responsibility for underwriting, compliance and IT project management. Jacob earned his MBA at Fordham University, completed graduate coursework in the Sustainability Management Program at Columbia University. In addition, he earned his Bachelor of Science in business at the University of Maryland Smith School of Business (USA), and is a CFA Charterholder.

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Disclaimer

BY CLICKING ON “I AGREE”, I DECLARE I AM A WHOLESALE CLIENT AS DEFINED IN THE CORPORATIONS ACT 2001.

What is a Wholesale Client?
A person or entity is a “wholesale client” if they satisfy the requirements of section 761G of the Corporations Act.
This commonly includes a person or entity:

  • who holds an Australian Financial Services License
  • who has or controls at least $10 million (and may include funds held by an associate or under a trust that the person manages)
  • that is a body regulated by APRA other than a trustee of:
    (i) a superannuation fund;
    (ii) an approved deposit fund;
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme.
    within the meaning of the Superannuation Industry (Supervision) Act 1993
  • that is a body registered under the Financial Corporations Act 1974.
  • that is a trustee of:
    (i) a superannuation fund; or
    (ii) an approved deposit fund; or
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme
    within the meaning of the Superannuation Industry (Supervision) Act 1993 and the fund, trust or scheme has net assets of at least $10 million.
  • that is a listed entity or a related body corporate of a listed entity
  • that is an exempt public authority
  • that is a body corporate, or an unincorporated body, that:
    (i) carries on a business of investment in financial products, interests in land or other investments; and
    (ii) for those purposes, invests funds received (directly or indirectly) following an offer or invitation to the public, within the meaning of section 82 of the Corporations Act 2001, the terms of which provided for the funds subscribed to be invested for those purposes.
  • that is a foreign entity which, if established or incorporated in Australia, would be covered by one of the preceding paragraphs.
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