Sarita Gosrani, CFA

Examiner
DISC Type : cs

Director of ESG and Responsible Investment at bfinance

United Kingdom

Overview

Sarita Gosrani is the Director of ESG and Responsible Investment at bfinance, where she leads the firms sustainability initiatives and ESG advisory unit. With a background as Head of ESG Research at XPS Pensions Group and a degree from the University of Toronto, she is a recognized thought leader in the industry.

She is a CFA Charterholder and an author for the CFA UK Impact Investing Certificate, actively shaping industry conversations. Sarita frequently speaks at major forums, sharing insights on how to achieve a triple bottom line of people, planet, and profit.

Sarita has directly supported institutional investors in deploying over $1. 5 billion into impact-focused strategies across private equity, debt, real estate, and natural capital.

Personality Overview

Late Adopter

Process Oriented

Unexpressive

They do not like taking risks at all and go for proven options in the end.  Being observant comes to them naturally. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Impact Investing
A core focus of her work, she frequently speaks and writes about allocating capital to investments that deliver financial returns alongside positive, measurable social and environmental impact.
Private Markets
Specializes in applying ESG and impact frameworks to private market asset classes, including private debt, private equity, infrastructure, real estate, and natural capital.
ESG Integration
Focuses on developing frameworks for due diligence to avoid 'impact-washing' and helps clients integrate sustainability into their core investment strategies and fiduciary duties.

Media Appearances

bfinance strengthens sustainability offering with hire of Sarita Gosrani as Director, ESG & Responsible Investment. Featured in bfinance.com

See Now

People & Appointments: Investment consultant bfinance hires ESG Director. Featured in Responsible Investor

See Now

'An education gap that needs to be bridged': bfinance's Gosrani on natural capital. Featured in New Private Markets

See Now

Work History

8-2021
Director of ESG and Responsible Investment at bfinance
9-2018 - 8-2021
Head of ESG Research at XPS Pensions Group
1-2016 - 8-2021
Senior Investment Consultant at XPS Pensions Group
2012 - 12-2015
Senior Investment Representative at TD Direct Investing (Europe)
2010 - 2011
Client Service at TD Bank Group

Education

Honours Bachelor of Arts from University of Toronto
Certificate in Securities from The Chartered Institute for Securities & Investment (The CISI)

More Information

Social Presence :

Prographics :

Exp : 15 Location : United Kingdom Job Level : Mid-senior Designation : Director of ESG and Responsible Investment at bfinance
URL has been copied!

Insights For Selling To Sarita

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sarita is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Sarita

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Sarita move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Sarita take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Sarita

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.