How an experienced institutional investor selects fund managers
INTERVIEWSERIES
Lucas Hartmann, Former Head of Equities, Fixed Income & Alternatives, NGS Super; Founder & CEO, BeanTree Advisors
June 2025
In this exclusive interview Lucas discusses an institutional approach to investment manager selection and due diligence and shares actionable insights for achieving desired investment outcomes over the long term.
Watch the full interview which covers:
00:23 - What are the key factors investors should consider when selecting investment managers?
03:23 - When looking at an investment manager’s track record, how do you separate skill from luck?
04:31 - What are some tips you can share for gaining valuable insights from due diligence meetings with managers?
06:12 - What is the ‘right’ fee to pay an active manager?
07:34 - Investment due diligence tends to focus on selecting managers, how should investors decide when it is time to terminate a manager?
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Lucas Hartmann, Former Head of Equities, Fixed Income & Alternatives, NGS Super; Founder & CEO, BeanTree Advisors
Lucas is the former Head of Equities, Fixed Income and Alternatives of NGS Super. During his time at NGS Super he was responsible for managing A$10 billion of the Fund’s A$15+ billion on behalf of its 115,000+ members. Lucas finished his tenure with the Fund in July 2024.
During his 8+ years with the Fund, Lucas was responsible for manager selection, portfolio construction, derivative overlays, ESG engagement and implementing the Fund’s decarbonisation objectives.
Prior to NGS, Lucas worked on the derivatives desk at UniCredit in London and Munich, specialising in the creation of warrants and structured products on baskets of mutual funds, ETFs, hedge funds and algorithmic strategies.
Lucas is the Founder & CEO of BeanTree Advisors, a company he is currently in the process of launching.
Global Investment Institute is Australia’s leading provider of conferences for capital allocators.
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