The principals of Beyond Advisors are long-standing vegans and environmentalists whose personal ethos and lifestyles are aligned with the policies and mission of the Beyond Investing vegan platform.

Claire Smith

Chief Executive Officer

Claire Smith is a vegan entrepreneur and impact investor based in Geneva, Switzerland. The instigator of Beyond Investing, which comprises both Beyond Advisors and Beyond Impact, she is developing investment programs for vegans and environmentalists in both public and private markets and directly founding and investing in cruelty-free businesses.

Previously she was a research analyst, partner and shareholder at  leading alternatives advisory firm Albourne Partners. She covered all managers globally undertaking quantitative equity market neutral, statistical arbitrage, convertible arbitrage and volatility arbitrage strategies, including tail hedging, and some multistrategy relative value. Claire also led a project to upgrade and expand Albourne's proprietary database on alternatives managers.

Prior to joining Albourne in 2004, Claire provided bespoke hedge fund research to London funds of funds and published well over 100 articles in the financial press. From 1986 to 1998 Claire was employed at various UBS group companies as a derivatives broker, marketer and structurer. Career highlights include initiating a synthetic warrants issuance program in 1994, becoming head of European convertible sales in 1995 and head of investor derivative marketing in 1996. Claire started her career in 1985 as a credit analyst at Chase Manhattan Bank after completing a Masters program in Chemical Engineering and Management at Imperial College, London.

Claire founded 100 Women in Hedge Funds in Geneva in 2007 and oversaw the organisation's strategy and development in Switzerland through till 2014. She was a member of the London Board of 100 Women in Hedge Funds from 2009 and of the global Advisory Council from 2012. Claire is a member of the Board of AVVEC, a Geneva-based charity that provides support to women and children subjected to domestic violence.

Education

  • M.Eng., Chemical Engineering and Business Administration, Imperial College, London

    1981-1985

Responsibilities

  • Product development and design
  • Liaison with platform providers
  • Marketing strategy
  • Business management

Larry Abele

Chief Investment Officer

“Focused on the continual enhancement of our absolute return strategy with a concentration on ESG and sustainability”

Larry holds a BA in Mathematics & Economics from Florida State University and a MPhil in Economics & Politics from Cambridge University, England, and is a Chartered Financial Analyst. In-between educational periods, Larry spent three years walking with a small group of activists as part of the ‘Global Walk for a Livable World’ across the USA, Europe and Asia to promote environmental awareness.

Larry has amassed 20 years plus experience in the investment area and his specialisms range from quantitative and financial modelling, portfolio construction and risk management, environmental economics and research, as well as alternative investments to name a few. In 2007 Larry was named one of the twenty rising stars in hedge funds by Institutional Investor Magazine.

Larry started his career at First Quadrant in California. Following this, he worked at Barclays Global Investors’ San Francisco office as a member of the Advanced Strategies and Research Group. Larry later moved to Deutsche Asset Management as Global Head of Quantitative Strategies and Portfolio Engineering. He left DeAM in 2004 and founded Auriel, a $2bn absolute return fund specializing in macro, currency and equity long-short strategies.

Education

  • B.A. Mathematics & Economics, Florida State University
    1990-1995
  • M.Phil. Economics & Politics, Cambridge University, England
    1997-2001

Responsibilities

  • Application of quantitative screens
  • Impact measurement
  • Portfolio construction and risk management

Lee Coates, OBE

Head of Ethical Screening

Cheltenham, United Kingdom

Lee has worked in the financial services industry for 36 years. In 1989 he set up a financial business in the UK specialising in ethical investment and in 1998 set up a UK-based ethical research company offering global stock coverage.

In 2009 Lee established a company in Australia to develop ethical investment opportunities there. In 2010 the company’s first ethical Superannuation fund was launched, followed by bespoke ethical portfolio services.

As well as maintaining an active interest in the above companies, Lee now provides consultancy services on ethical policy setting, monitoring and screening for banks and Investment companies.

Lee has been a Board and committee member of many organisations over the years, including sitting on the Board of the UK Social Investment Forum and serving as Chair of the Ecumenical Council for Corporate Responsibility.

In 2011 Lee was awarded an OBE for services to ethical business and finance

Education

  • Accounting and Finance BTEC
    1983
  • Associate of the Chartered Insurance Institute
    1987

Responsibilities

  • Policy development and qualitative screening
  • PR and Marketing

Beyond Investing is a trading name of Beyond Advisors IC, a company registered in Jersey, company no: 124068

Registered Office: Digital Hub Jersey, Block 3, Ground Floor, Grenville Street, St Helier, Jersey, JE2 4UF

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