Sarita Gosrani, CFA in

Sarita Gosrani, CFA

Examiner · DISC type cs
Director of ESG and Responsible Investment at bfinance
📍 United Kingdom

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.

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Experience
15 Years
Current Role
Director of ESG and Responsible Investment
Job Level
Mid-senior
Location
United Kingdom
Personality Overview

How Sarita shows up

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.

Priorities

Topics Sarita cares 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.
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Career

Work history

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

Media appearances

bfinance strengthens sustainability offering with hire of Sarita Gosrani as Director, ESG & Responsible Investment. Featured in bfinance.com
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People & Appointments: Investment consultant bfinance hires ESG Director. Featured in Responsible Investor
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Education
Honours Bachelor of Arts
University of Toronto
Certificate in Securities
The Chartered Institute for Securities & Investment (The CISI)
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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