Name
Monica Filkova CFA
Job Title
Head of Climate and Nature Investment Strategy, UK IWR Investments
Company
Aviva
Speaker Bio
Monica Filkova, CFA is Head of Climate and Nature Investment Strategy, UK IWR Investments, Aviva. UK IWR is the largest asset owner within Aviva, and Monica’s team is responsible for developing solutions to incorporate climate and nature considerations in investment strategy, including origination and portfolio management, for investments related to IWR’s insurance, wealth and retirement businesses.
Monica has chaired the Climate and Investing Panel responsible for CFA UK’s Certificate in Climate and Investing since 2020; and sits on the CFA Institute’s ESG Panel, responsible for the Certificate in ESG Investing. Over 2022, she was technical lead on a disclosure standards and metrics landscape assessment for the Taskforce on Nature-related Financial Disclosures (TNFD). Her previous roles include Head of Market Intelligence at climate finance NGO Climate Bonds Initiative (2017-2020), and Director, Sustainable Finance at Fitch Ratings (2020). Prior to pivoting to sustainable finance, she was in property finance and debt capital markets, including Head of Structuring, Debt Capital Markets at Eurohypo (Commerzbank) as well as roles in CMBS restructuring (Brookland Partners), bank property debt assessment and restructuring strategy (Alvarez & Marsal) and distressed debt credit research (Chalkhill Partners), among other mandates.
Monica is a CFA charterholder. She holds the GARP Sustainability and Climate Risk (SCR) Certificate and the CFA UK Certificate in Impact Investing. She earned a Master of Management degree from Cornell University, USA, and a BBA from the American University in Bulgaria.
Monica has chaired the Climate and Investing Panel responsible for CFA UK’s Certificate in Climate and Investing since 2020; and sits on the CFA Institute’s ESG Panel, responsible for the Certificate in ESG Investing. Over 2022, she was technical lead on a disclosure standards and metrics landscape assessment for the Taskforce on Nature-related Financial Disclosures (TNFD). Her previous roles include Head of Market Intelligence at climate finance NGO Climate Bonds Initiative (2017-2020), and Director, Sustainable Finance at Fitch Ratings (2020). Prior to pivoting to sustainable finance, she was in property finance and debt capital markets, including Head of Structuring, Debt Capital Markets at Eurohypo (Commerzbank) as well as roles in CMBS restructuring (Brookland Partners), bank property debt assessment and restructuring strategy (Alvarez & Marsal) and distressed debt credit research (Chalkhill Partners), among other mandates.
Monica is a CFA charterholder. She holds the GARP Sustainability and Climate Risk (SCR) Certificate and the CFA UK Certificate in Impact Investing. She earned a Master of Management degree from Cornell University, USA, and a BBA from the American University in Bulgaria.