Biography

Joe Holman has 25 years of experience in financial services, which includes providing ESG integration, monitoring, and support services for investment managers and operating companies.

He is a seasoned ESG specialist who has advised over $30 billion of AUM on the benefits of responsible investment & corporate social responsibility (CSR). His experience includes; crafting responsible investment policies, CSR policies, developing diversity, equity & inclusion (DEI) workplace strategies, and recommending pathways to net-zero carbon emissions. Before joining Withum, founded an ESG Advisory firm, a PRI signatory, and worked with credit, real estate, private equity, and hedge funds. Prior experiences also include establishing a boutique fund administrator, Columbus Avenue Consulting. Before Columbus, he began his career as an audit partner at Rothstein, Kass & Company PC (merged with KPMG in 2014).

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Latest Thinking

How Fund Managers Can Address Climate Change

Real-Life Corporate Application: In this example scenario, there is a company with 14,000 fund managers (of which 9,500 are private equity) located in North America at the end of 2021(1). […]

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Why an ESG Policy Should be Top of Mind for Investment Managers

When is the right time to consider implementing an Environmental, Social and Governance (ESG) framework? Today and for newly emerging funds, it is more important than ever to consider ESG […]

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