Prerna Bhalla Manager - Sustainable Investment Management

Prerna Bhalla is an Investment Analyst at Forvis Mazars Financial Planning UK. 

Experience

Prerna is responsible for fund research and selection for sustainable model portfolios, including analysis of underlying investments, qualitative assessment, risk management, due diligence, and portfolio rebalancing. She developed a proprietary sustainability score model to quantify the sustainability of funds and measure their positive impact. 

She provides governance services to not-for-profit organisations, including endowment reviews, performance monitoring, ESG policy analysis, and fund manager selection. Prerna further holds a master’s degree in Corporate Finance from King’s College London.

Work Highlights 

8 years of experience in the investment management industry, Sustainable investment and portfolio management, Experienced in working with charity clients