William Romary

About William Romary

William Romary is a Research Analyst on Lazard’s Emerging Markets Debt team and focuses on developing tools to integrate sustainability considerations into the group\'s benchmarked, benchmark-aware, and unconstrained sovereign and corporate debt strategies that include approximately $13 billion of assets under management. In this role, he has developed a proprietary ESG sovereign scoring model, assisted with the development of a corporate scoring system, and developed tools to strengthen the sustainability credentials of the group\'s portfolios in the face of European and global regulatory requirements. He serves as the primary contact for clients and internal constituents on sustainability issues related to the management of the group\'s portfolios. William began working in the investment field in 1992. Prior to joining Lazard in 2015, William was an Executive Director and Senior Sovereign Analyst at Nomura Corporate Research and Asset Management Inc, where he focused on Latin America and helped to manage a portfolio that was named Fund of the Year in 2010, 2011, and 2012 by Morningstar Japan. The portfolio was also identified as one of the three best-managed global emerging market bond funds in 2011 by The Financial Times. William previously served as a Director and Senior Economist at UBS Securities, where he conducted economic analysis on Latin America. He has also worked at Lehman Brothers, Bank of Boston, and the Royal Bank of Scotland. William has a Master in Public Policy degree from Harvard University, and a BA in Political Science and Spanish Literature from the University of California, San Diego. He is also an FSA Credential Holder.

Experience

1. Senior Vice President and Research Analyst

   Lazard Asset Management

   Dec 2020 — Present · New York, NY, US

   Sustainability• Developed a quantitative framework for evaluating and comparing sovereign and corporate adherence to environmental, social, and governance principles.• Track all emerging market sustainable bond issuance and performance; review and compare new labeled bond issues and issuers’ sustainable bond frameworks.• Actively engage with corporate and sovereign issuers to discuss their sustainability programs and labeled bond issuance. • Explain the group’s ESG integration process, methodology, and the performance of ESG-aware portfolios to clients and internal constituents.• Respond to internal and external requests for portfolio and strategy-specific ESG metrics.• Manage the implementation of the group’s sustainability policies and contribute to the formulation of firmwide ESG policies with Lazard’s ESG team, Compliance, Legal, and other departments. • Co-author quarterly letter to clients that reviews sustainability scores and trajectories, engagement efforts, and themes and market developments. Author longer thought pieces on ESG trends and developments in the emerging markets asset class.

Education

• Harvard Kennedy School

  Master’s Degree

  1989 — 1991

• UC San Diego

  B.A.

  1980 — 1984