Prerna Bhalla is an Investment Analyst at Mazars Wealth Management within Mazars Financial Planning Ltd (MFP).
Prerna is responsible for fund research and selection for the sustainable model portfolio service, which includes analysis of underlying investments in the funds, meeting fund management for qualitative assessment, risk management, due diligence and portfolio rebalancing. She developed a proprietary sustainability score calculator to aid in quantifying the sustainability of funds used in model portfolios and measuring their positive impact.
Prerna is experienced in working with charity clients – providing governance services to a wide range of not-for-profit organisations, including endowment reviews, performance monitoring and benchmarking, ESG policy analysis, and fund manager selection services.
Prerna holds the Certificate in ESG Investing and Investment Management Certificate from the CFA.

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