Patrick T. Drum, MBA, CFA, CFP®, Research Analyst and Portfolio Manager, joined Saturna Capital in October 2014. He is also a portfolio manager for the firm’s institutional subsidiary, Saturna Sdn Bhd in Kuala Lumpur Malaysia, directing halal fixed income investments.
He is a select member of the United Nation’s Principles for Investment (UNPRI) Fixed Income Outreach Subcommittee and an adjunct professor of finance at Pinchot University, formerly known as Bainbridge Graduate Institute (BGI). Mr. Drum has nearly ten years of experience integrating ESG considerations into fixed income portfolio management.
He holds a BA in economics from Western Washington University and an MBA from Seattle University Albers School of Business. He is a Chartered Financial Analyst Charterholder (CFA) and a Certified Financial Planner®. Mr. Drum has more than 20 years of investment experience in serving institutions and private clients.Why Sustainability? With seventy-five percent of investors reporting an interest in sustainable investing,[1] expertise in sustainable strategies can differentiate and add value to an adviser’s practice by allowing the adviser to better serve clients who wish to see their investments reflect their values or faith. “Sustainable” investing covers a broad spectrum of investment opportunities – Read more […]