GLOBAL INVESTMENT INSIGHTS

October 2025

Global Investment Institute congratulates Simon Warner on his appointment to the Chief Investment Officer role at Aware Super.

Aware Super manages a ~A$200 billion portfolio on behalf of the Fund’s 1.2 million members.

Simon will commence in the Chief Investment Officer role at Aware Super on 1 December 2025.

Aware Super’s Chief Executive Officer, Deanne Stewart,said: “Simon has demonstrated exceptional leadership during his two years at Aware Super, contributing to our track record of delivering outstanding returns for members.”

Simon joined Aware Super in 2023 as Head of Portfolio Management.

We wish Simon all the best in his new role and continued success to the team at Aware Super.

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“Our mid-size means we are small enough to pursue and analyse niche strategies; yet large enough to sit at the table of all large global asset managers. Nothing is off the table, and we love to source new global and innovative opportunities across all sub-segments.”  

- Lydia heads the Perpetual Private Multi-Asset team, leading the investment research process with a view to generating consistent client outcomes in line with Perpetual’s investment philosophy. Lydia’s team aims to drive growth through innovative investment solutions for clients through their suite of multi manager funds, model portfolios and their approved product lists. Lydia is also responsible for the multi-manager research investment process, asset allocation methodology and investment strategies across all asset classes, public and private, traditional and responsible, in Australia and globally.

In this exclusive interview with Global Investment Institute, Lydia discusses how the team manages diversified portfolios across listed and unlisted markets, with a particular emphasis on alternatives. She shares insights into where Perpetual Private are finding opportunities across asset classes, how they’re positioning portfolios amid elevated valuations, and the key themes shaping their approach in today’s late-cycle environment.

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October 2025

Global Investment Institute congratulates Richard Dinham on his appointment as Chief Investment Officer at Australian Food Super.

Formerly known as AMIST Super, Australian Food Super, is a profit-for-members industry super fund with ~A$3.5 billion in assets under management.

We wish Richard all the best in his new role and continued success to the team at Australian Food Super.

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“Over recent years and in response to market shifts and the rise of passive and alternative strategies, we’ve deepened our lens on understanding the true sources of alpha as part of investment decision making and aspire to be clearer on an investment manager’s value proposition.”

- Matthew Gadsden is a Principal Consultant and JANA’s Head of Research Execution. Matt is responsible for leveraging JANA’s research expertise to drive value creation through the evolution of investment advice and thought leadership, elevating client performance outcomes across JANA’s diverse client base.

Matt has previously led JANA’s Global Equities Research Team and served as the Chair of JANA’s Implemented Consulting (Platform) Investment Committee. He is a member of JANA’s Capital Markets Committee and actively consults to a range of Super and non-Super Advisory and Implemented Consulting clients.

In this exclusive interview with Global Investment Institute, Matt explores how changing market dynamics, including the rise of passive investing and AI disruption, are reshaping portfolio construction and manager evaluation at JANA. He shares the research priorities his team is currently exploring, where the best relative value investment opportunities exist today and explains how JANA's employee-owned model positions it to adapt to evolving client needs in a more competitive and fragmented market.

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October 2025

Global Investment Institute congratulates James Wilson on joining Victorian Funds Management Corporation (VFMC) as a Senior Portfolio Manager, Fixed Income.

VFMC is a public authority responsible for investing for the benefit of Victorians. VFMC manage funds of more than A$95 billion for Victoria and 31 Victorian public authorities and related organisations.

Most recently, James served as Senior Portfolio Manager at Jamieson Coote Bonds for nearly four years.

We wish James all the best in his new role and continued success to the team at VFMC.

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October 2025

Global Investment Institute congratulates Marina Pasika on her promotion to the role of Interim Head of Private Markets at Rest.

Rest is one of Australia's largest profit-to-member superannuation funds, investing on behalf of more than 2 million members, with A$100 billion in assets under management.

Rest's Chief Investment Officer, Michael Clancy, said: “Congratulations to Marina on her appointment as Interim Head of Private Markets. She brings great leadership skills and deep experience, and I’m really pleased that she is stepping into the role in support of our more than 2 million members.”

Prior to her promotion, Marina served as Head of Growth Alternatives.

We wish Marina all the best in her new role and continued success to the team at Rest.

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October 2025

Global Investment Institute congratulates Daniel Jetter on his promotion to Executive Director - Fixed Income at E&P Financial Group (E&P).

E&P delivers financial services across wealth management, corporate advisory, institutional sales and trading and research. They provide financial advice for individuals, families, for-purpose organisations, corporates and institutions.

Prior to his promotion, Daniel served as Director - Fixed Income for over two years at E&P.

We wish Daniel all the best in his new role and continued success to the team at E&P.

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October 2025

Global Investment Institute congratulates Christopher McAvoy on his promotion to Senior Consultant, Head of Alternatives at JANA Investment Advisers.

JANA is an investment advisory firm with over A$1.3tn funds under advice. They advise over 80 institutional clients, including corporations, charities, endowment funds, foundations, Government, superannuation funds, insurers, family offices and other trusts.

Prior to his promotion, Christopher served as Senior Investment Consultant.

We wish Christopher all the best in his new role and continued success to the team at JANA.

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October 2025

Global Investment Institute congratulates Matthew Davis on his promotion to the role of Senior Portfolio Manager, Investment Strategy at Australian Retirement Trust (ART).

ART is one of Australia’s largest super funds, formed through the merger of Sunsuper and QSuper, with more than A$330 billion in assets under management and over 2.4 million members.

Prior to his promotion, Matthew served as Portfolio Manager, Investment Strategy at ART for more than three years.

We wish Matthew all the best in his new role and continued success to the team at ART.

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October 2025

Global Investment Institute congratulates Matt Macdonald on his appointment to Portfolio Manager, Private Equity at CareSuper.

CareSuper is an award-winning, profit-to-member industry super fund. On 1 November 2024, CareSuper merged with Spirit Super to form a fund with over 615,000 members and A$53 billion in assets under management.

Most recently, Matt served as Senior Investment Analyst, Private Equity at AustralianSuper for over four years.

We wish Matt all the best in his new role and continued success to the team at CareSuper.

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