Key Personnel

The Domini Funds are managed through a two-step process designed to capitalize on the strengths of Domini Social Investments and a financial sub-manager.

For our equity funds, Domini performs social, environmental and governance analysis, and Wellington Management then utilizes quantitative modeling techniques to manage the portfolio.

The Domini Social Bond Fund is sub-managed by Seix Investment Advisors. Domini develops an approved universe of companies and Community Development Financial Institutions, as well as guidelines for measuring the level of impact that various types of fixed income instruments have on local communities, and Seix utilizes proprietary analytical tools to manage the portfolio.

Domini ESG Team

  Background Responsibility

Amy Domini, CFA

Founder and CEO

BA, Boston University

 

 

Oversees the application of the Funds’ social and environmental standards to equities and fixed income

Voting member of the Investment Committee

Carole Laible, CPA

President

BS, St. Johns University

Joined Domini Social Investments in 1997

Oversees the application of the Funds’ social and environmental standards to equities and fixed income

 

Non-voting member of the Investment Committee

Steve Lydenberg, CFA

Partner, Strategic Vision

BA, Columbia College

MFA, Cornell University

Joined Domini Social Investments in 2001

Oversees the integration of Domini’s social and environment standards into its research processes

 

Voting member of the Investment Committee

Adam Kanzer, Esq.

Managing Director & Director of Corporate Engagement and Public Policy 

JD, Columbia Law School

BA, University of Pennsylvania

Joined Domini Social Investments in 1998

Oversees the Funds’ shareholder activism and proxy voting activities.

Shin Furuya

Vice President, Responsible Investment Research & Engagement Specialist

BA, University of Oregon

MA, Syracuse University

Joined Domini Social Investments in 2006

Responsible for the application of the Funds’ social and environmental standards to equities

 

Voting member of the Investment Committee

Tessie Petion

Vice President, Responsible Investment Research & MIS

BS, University at Albany, SUNY

MA, Tufts University

Joined Domini Social Investments in 2008

Responsible for the application of the Funds’ social and environmental standards to equities

 

Voting member of the Investment Committee

Eri Yamaguchi

Lead Research Analyst, Responsible and Community Investment

BA, Kwansei Gakuin University

MA, Columbia University

Joined Domini Social Investments in 2008

Responsible for the application of the Funds’ social and environmental standards to equities and fixed income

Conan Magee

Research Analyst, Responsible Investment

BS, Tulane University

MBA, Tulane University

Joined Domini Social Investments in 2014

Responsible for the application of the Funds’ social and environmental standards to equities

Domini's research team is currently supported by three additional full time research associates. 

 

 

 

Wellington Management (Equity Funds)

Wellington Management’s Quantitative Investment Group is responsible for the development of ongoing enhancements to the firm’s Quantitative Equity Models (QE Models).  The Quantitative Investment Group currently includes 15 investment professionals, 11 of whom are responsible for conducting quantitative research.  These individuals are also responsible for implementing that research in portfolios. 

Each portfolio is managed by a small team of investment professionals with complementary skills across a range of quantitative disciplines.  Together they devote significant effort towards advancing the total integrated investment process including research, model construction, portfolio implementation and risk control.  They are supported by portfolio coordinators who assist with the implementation of the investment approach. 

Donald S. Tunnell  - Domini Social Equity Fund     

Vice President, Co-Director of Quantitative Investments, and Director of Quantitative Research

As director of Quantitative Research in Wellington Management’s Quantitative Investment Group (QIG), Don helps guide the research agenda and strategic direction of the group. Don devotes much of his time to the research and development of quantitative investment insights that are delivered to the broader firm and that are used in QIG’s own portfolio management process.

Don’s portfolio management responsibilities are concentrated in the US book of business, where he sits on most portfolio management teams.

Prior to joining the firm in 2001, Don worked with Mellon Equity Associates as a quantitative researcher and portfolio manager (1998 – 2001). He was also a quantitative analyst at Amoco Corporation in Chicago (1994 – 1997).

Don received his MBA from the University of Chicago (1997) and his BA/BS in computer science from Indiana State University (1987).

David J. Elliott, CFA, FRM - Domini International Social Equity Fund

Vice President, Director of Quantitative Portfolio Management, and Portfolio Manager

As director of portfolio management, David is responsible for overseeing the investment processes for the Quantitative Investment Group’s (QIG) global suite of products. He oversees the development of the group’s portfolio construction platform and related analytical tools. He also contributes to research, particularly in the areas of portfolio construction and risk management. He has done extensive work on the development of the firm’s global managed volatility strategies. David also collaborates with investors outside of QIG to deliver quantitative risk management tools and insights. 

Additionally, David is the lead portfolio manager on the Total Return Intersection product. The approach combines fundamental and quantitative inputs globally with the objective of maximizing risk-adjusted returns on an absolute basis.

Prior to joining Wellington Management in 1995, David served as an independent information technology consultant to health care and financial service firms, focusing on applying business intelligence techniques to large databases.

David received dual BS degrees in mathematics and computer and information sciences, Phi Beta Kappa, from the University of Massachusetts at Amherst (1989). Subsequently, he was admitted to the doctoral program at the Massachusetts Institute of Technology and completed all but his dissertation in the field of computational neuroscience. He holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society. He is also certified by the Global Association of Risk Professionals as a Financial Risk Manager (FRM).

About Wellington Management Company

Wellington Management Company LLP is responsible for the Domini Social Equity Fund and Domini International Social Equity Fund’s financial standards and portfolio construction. Wellington Management is a professional investment counseling firm which provides investment services to mutual funds, employee benefit plans, endowments, foundations, and other institutions. Wellington Management and its predecessor organizations have provided investment advisory services for over 70 years. As of July 31, 2013, Wellington Management had investment management authority with respect to approximately $793 billion in assets.