GLOBAL INVESTMENT INSIGHTS

June 2025

Global Investment Institute congratulates Tracey Whitby on her promotion to Chief Executive Officer at Aware Real Estate (ARE).

ARE was launched by Aware Super to grow its directly-owned Australian property portfolio and has A$2.5 billion assets under management. Aware Super manages a A$190 billion portfolio on behalf of the Fund’s 1.2 million members.

Tracey joined ARE in October 2022 as Chief Financial Officer and brings over 20 years of experience in senior executive and CFO roles across leading property investment and management firms, including more recently as CFO of Lincoln Place Lifestyle Communities.

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

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June 2025

Global Investment Institute congratulates Pierre-Hedzer Marchi and Josh Phillips on joining Evidentia Group as Head of Quantitative Investments and Senior Asset Consultant, respectively.

Evidentia Group has over A$13 billion in FUM. They are a specialist managed accounts investment management business working with Australia’s leading Private Wealth firms.

Pierre will oversee the development and execution of advanced quantitative investment strategies in this new role for Evidentia Group.

We wish Pierre and Josh all the best in their new roles and continued success to the team at the Evidentia Group.

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June 2025

Global Investment Institute congratulates Andrew Major on his promotion to the role of Strategic Advisor - Investments Operating Model at HESTA.

HESTA is an Australian industry superannuation fund with A$93 billion in assets under management and more than 1.05 million members.

Most recently, Andrew was Chief Risk Officer for the fund, having started in 2009 as General Manager - Unlisted Assets.

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

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June 2025

Global Investment Institute congratulates David Iverson on his promotion to the role of Chief Investment Officer at Accident Compensation Corporation (ACC).

The ACC is New Zealand’s government agency providing no-fault injury cover and rehabilitation support to residents and visitors with NZ$49 billion of assets under management.

David most recently served as Head of Dynamic Asset Allocation at ACC. Before that, he spent nearly 12 years as Head of Asset Allocation at NZ Super Fund.

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

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June 2025

Australia’s superannuation system is one of the fastest-growing institutional pools of capital globally. Currently with A$4.2 trillion (As at March 2025) in assets and expected to exceed A$13.5 trillion by 2045.

Australia’s system sits at the intersection of growth, scale, and openness to global investment ideas. With approximately 100 regulated super funds and a small group of outsized funds influencing the majority of flows, building strong relationships in this market can lead to meaningful long-term partnerships.

While other markets are focused on protecting capital or managing outflows, Australia is still looking to deploy capital into global markets. For fund managers with strong performance, ESG alignment, and the ability to articulate a clear value proposition, the opportunity is not just significant, it is strategic.

In this article, we discuss how to turn opportunity into access for asset managers looking to deepen their understanding of the market and how to successfully engage with the key decision makers in order to be seen, heard and considered.

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June 2025

Global Investment Institute congratulates Raf Choudhury on his appointment to the role of Chief Investment Officer at Superhero.

Superhero is an Australian online broker and superannuation platform. It operates a super product under the Superhero Super brand, which is a subplan of OneSuper, with over A$3 billion in assets under management and more than 400,000 members.

Most recently, Raf served as a Director at Trinity Talent. Prior to that, he was an Investment Director at Aberdeen, where he also held roles as a Board Member and Company Director.

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

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May 2025

For global fund managers looking to raise capital, Australia’s institutional investment community presents as one of the most compelling in the world. However, Australian allocators are strategic, cautious, and highly relationship-driven. They don’t move fast, but they do move deliberately. Building trust with this community requires patience, a clear value proposition, and the discipline to show up consistently.

In this article, we discuss why thoughtful engagement matters when accessing the Australian institutional investor market.

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May 2025

Despite its maturity and the scale of Australia’s A$3.7 trillion pool of superannuation assets, there are a number of misconceptions and myths often held by global asset managers, leading to missed opportunities and misalignment in approaches to accessing this large and growing market. 

In this article we separate the myths from reality by addressing the seven common misconceptions about the Australian institutional investor market.

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May 2025

Global Investment Institute congratulates Paula Pardo Rosero on her promotion to the role of Assistant Portfolio Manager at Mercer. Paula is part of Mercer’s Portfolio Management Team, and in her role she is involved in the management of fixed interest portfolios, including portfolio construction and manager selection.

In Australia, Mercer manages A$74 billion for more than one million members.

Most recently, Paula was a Senior Fixed Income Analyst at Mercer where she was responsible for supporting the portfolio management process in constructing and monitoring fixed income portfolios. She commenced with Mercer in 2019 as a Portfolio Risk Analyst.

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

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May 2025

Global Investment Institute congratulates Edwina Matthew and Ashish Gupta on joining the Future Fund as Director of Responsible Investment, and Director of Portfolio Risk, respectively.

The Future Fund is Australia’s sovereign wealth fund and manages money on behalf of the Australian Federal Government. The Future Fund is the country's single-largest financial asset with more than A$300 billion in assets under management.

Edwina will report directly to Kirsten Simpson, who leads the Future Fund’s Responsible Investment Team. Ashish will report to Carol Lee, Future Fund’s Managing Director of Portfolio Risk.

We wish Edwina and Ashish all the best in their new roles and continued success to the team at the Future Fund.

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May 2025

Global Investment Institute congratulates Michael Clancy on his appointment to the role of Chief Investment Officer at Rest.

Rest is one of Australia's largest profit-to-member superannuation funds, investing on behalf of more than 2 million Australians, with A$93 billion in assets under management.

Michael is the former chief executive of Qantas Super, where he led for nine years until it merged with Australian Retirement Trust.

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

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