Mark Bateman
Mark Bateman
Director of ESG/SRI Research (Salem, OR)

What are your key responsibilities?
I work on the ESG/SRI team, performing two main functions: First, I collaborate with clients to develop a customized values policy document. This document serves as the road map for aligning their portfolios with their values on environmental, social, and governance (ESG) issues. Second, I stay on top of developments in the ESG research industry to understand what data are available to use in client portfolios.

Describe your key previous work experience.
I have been in the ESG industry for more than 25 years. I started at the Investor Responsibility Research Center (IRRC) and held various roles—research analyst on military and political issues, director of the Environmental Information Service, and Vice President of Research and Operations. During that time, I served on the original steering committee of the Global Reporting Initiative (GRI), helping to develop standards for sustainability disclosure. More recently, I served as the Director of Research for IW Financial.

What is the most interesting aspect of the job to you?
I enjoy working with our clients—to understand their values and worldviews and help create criteria that reflect those values in their investment portfolios. No two clients have exactly the same values, so every conversation is different.

Describe some noteworthy projects you have worked on that directly impact Aperio’s clients.
I helped create the original SRI offerings available on the Aperio SRI/ESG Menu. These offerings can be an off-the-shelf solution for a client or the starting point for a more detailed conversation. I also helped create the online survey that we often use with clients to help identify the issues that matter most to them.

What do you like most about working at Aperio?
I like talking with our clients about what matters most to them. These conversations can be incredibly personal. I often hear a cross section of world views that gives me a better understanding of humanity.

List any committees or organizations you are a member of outside Aperio.
I serve on the board of directors for the Sustainable Investments Institute (Si2), a proxy research firm. I also serve in a number of church governance roles at the local, state, and regional levels.

What are some non-work-related things we should know about you?
I’m a photographer, mostly nature and my kids’ sporting events. I also like to play—and create—board games.

What postsecondary degrees and/or professional certifications do you possess?
BA from Johns Hopkins University; MA from George Washington University.

Recent Blog Posts
December 15, 2020 Aperio’s DEI Journey

Until January 20, 2021, Condoleezza Rice will have been the highest-ranking African American woman to serve in the executive branch of the US government, having served as secretary of state from 2005 to 2009. With Kamala Harris’ assumption of the vice presidency...

November 9, 2020 Aperio’s DEI Journey

As many of you likely have seen on our website, Aperio is Latin for “to make clear, to reveal the truth.” We looked in Google translate and found a definition we like even better: “disclose to view.” Aperio has always been a proponent of transparency...

August 4, 2020 Values-Aligned Investing

Dear ESG Vendor: Having recently completed a comprehensive review of the ESG data offerings from most of the prominent ESG vendors, we want to share some of what we learned about the state of ESG research and data...