Elizabeth Alm

Elizabeth Alm, CFA, is a Senior Investment Analyst and Portfolio Manager at Saturna Capital, based in Bellingham, Washington. She joined the firm in 2018 and is responsible for managing several fixed-income mutual funds, with an investment focus spanning global and emerging market sustainable bonds as well as the US domestic fixed income market. Her key responsibilities include integrating sustainability and ESG analysis with traditional credit evaluation and portfolio management, particularly in the areas of green, blue, and sustainable debt instruments.

Elizabeth’s sector expertise is strongly centered on sustainable and impact-oriented fixed income. She is noted for her research and investment in global climate bonds, emerging market sustainable debt, and US municipal and corporate bonds. Her approach rigorously incorporates climate risk evaluation and sector-specific ESG analysis, reflecting her contributions to Saturna’s values-based investment strategies and thought leadership in the responsible investing space.

Prior to Saturna Capital, Elizabeth spent over a decade at Wells Fargo Asset Management as a senior research analyst, specializing in high-yield and investment-grade municipal bonds and managing municipal SMA strategies. She is a CFA charterholder and holds degrees in Economics and Anthropology from New York University, including field research experience in Luxor, Egypt. Elizabeth’s insights are regularly featured in industry publications and she is cited for advancing sustainable fixed income strategies in the investment community.