Tim Helyar, Country Head, Australia, State Street

October 2021

State Street announced today the appointment of Tim Helyar as Head of Australia (based in Sydney). Tim will commence in the role next month and he will oversee State Street’s Australian business with responsibility for driving the enterprise-wide growth strategy, stewarding client engagement, developing talent and maintaining strong regulatory relationships.

State Street also announced the appointment of Kevin Hardy as the Head of Singapore and Southeast Asia today, as part of the business’ Asia Pacific growth plan. Both roles will report to Mostapha Tahiri, Chief Executive Officer, State Street for Asia Pacific.

Challenges present as opportunities for those willing to shift portfolios away from the status quo

Philip Naylor, Principal Consultant, Frontier Advisors

Philip focuses on optimising the investment strategy for clients to enable them to meet the needs of their beneficiaries. This involves thinking about how to navigate some of the big secular macro forces, as well as navigating shorter-term fluctuations in markets. Although thinking about the challenges facing investment portfolios over the coming years can be overwhelming, there are significant opportunities on the horizon, particularly for those willing to shift portfolios away from the status quo.

Osvaldo Acosta, Head of Fixed Interest Assets (IOOF and MLC), IOOF Holdings Ltd

October 2021

Osvaldo has been appointed as the Head of Fixed Interest Assets (IOOF, MLC) at IOOF Holdings Ltd (IOOF), following the completion of the MLC acquisition from National Australia Bank (NAB), which took effect from 31 May 2021. This appointment will see Osvaldo responsible for portfolio management and performance of the various fixed income portfolios at IOOF and MLC.

GII congratulates Osvaldo on his appointment and wish him and his team continued success.

Damien Webb, Deputy Chief Investment Officer, Aware Super

October 2021

Damien Webb has been appointed as the Deputy Chief Investment Officer of Aware Super as it prepares to become a $250 billion fund in the coming years.

In addition to continuing to lead Aware’s real assets team, his new role will also see him working closely with the Chief Investment Officer, Damian Graham to expand the investment team (expected to double in size and expand offshore) and implement the fund’s investment strategy, as it paves the way forward to becoming a powerhouse within Australia’s superannuation industry.

The hunt for yield and the challenge of managing overall risk in rethinking defensive allocations

Will Hamilton, Managing Partner, Hamilton Wealth Partners

The challenge for everyone is the ‘hunt for yield’, whilst managing overall risk. The defensive allocation has become very difficult to manage with bond markets where they are, in the low interest rate settings.

We are very conscious of risk and that is the key driver in how we build client portfolios. The last three years have seen a drastic change to our asset allocation mix and whilst performance has been strong, the focus remains on clients and delivering for them into the future.

Kunal Kotwal, Portfolio Manager - Private Markets, AMP

October 2021

Kunal has joined AMP’s Sydney team in the role of Portfolio Manager – Private Markets where he is responsible for the management of the alternative strategy which encompasses liquid alternatives, traditional alternatives, private equity, private debt and real assets, for AMP’s multi-manager funds, MySuper and goals based products.

Kunal joins AMP from BT Investment Solutions where he most recently held the role of Portfolio Manager, Alternatives, since April 2020. He commenced at BT in the role Portfolio Analyst, Alternatives in July 2018.

Craig Hurt, Head of Institutional, Australia and NZ, T. Rowe Price

October 2021

Craig Hurt has joined T. Rowe Price in Sydney, commencing in the role Head of Institutional for Australia and New Zealand , from today, 5 October 2021.

Craig has previously been the Country Head, Australia and New Zealand for AXA Investment Managers where he was responsible for the strategic direction of the business.

GII congratulates Craig on his new appointment and we wish him and his team continued success going forward.

Louise Watson, Country Head, Aus & NZ, Natixis Investment Managers

September 2021

Louise has been appointed to Managing Director, Head of Australia and New Zealand at Natixis Investment Managers in September 2021, having previously held the role of Head of Distribution at the organisation.

Natixis Investment Managers manages in excess of USD$1.4 trillion in funds under management, across more than 200 investment strategies spanning liquid and illiquid alternatives, equities, fixed income, real estate and socially responsible investment.

The team at GII wish Louise all the best in her new role and continued success to the Natixis team.

Building portfolio resilience in navigating the global economic transition: the virus, stimulus, inflation and volatility

Scott Haslem, Chief Investment Officer, Crestone Wealth Management

With the global economy currently going through a significant transition, Scott’s focus has been on following developments unfolding across the dynamic economic landscape. Over the past year, immediately following the 2020 pandemic-led recession, we have been in an environment of unprecedented growth and unprecedented policy stimulus. But that is now changing. The key is to remain invested, avoid emotional decisions and lean on the proven benefits of portfolio diversification and quality-focused investments.

Working towards securing better retirement outcomes

Andrew Boal, Partner, Actuarial Consulting, Deloitte

Retirement is a very heterogeneous experience. While our saving and investing systems are world class, there is scope to further improve the efficiency of how we draw down our savings in retirement. Due to the complexity involved, retirees need access to relevant guidance and advice to help them mitigate longevity and investment risks, to give them greater confidence. Technology has a big role to play here , as does the regulatory environment, which should encourage and facilitate change, rather than inhibiting it.

Jason Hazell, General Manager, Defined Contribution Investments, State Super (SAS Trustee Corporation)

September 2021

Jason Hazell has been appointed General Manager, Defined Contribution Investments at State Super, effective 1 September 2021.

In this role Jason’s key responsibilities include oversight of the defined contributions portfolio, and working closely with fund managers, investment consultants and the custodian to ensure State Super meets its obligations to members.

GII congratulates Jason on his appointment and we wish him and the team at State Super all the best.

Katie Dean, Head of Fixed Income, Currency & Cash, AustralianSuper

September 2021

Katie has been promoted to Head of Fixed Income, Currency & Cash at AustralianSuper. Most recently, she held the position Head of Fixed Income & Currency Overlay Strategies at the fund.

AustralianSuper is the largest Superannuation Fund in Australia and one of the top 40 Pension Funds globally, with about AU$190 billion FUM.

Katie is a member of GII’s Fixed Income & Credit Investment Forum 2021 Advisory Committee, informing us in the process of formulating the agenda and program for the event.

GII congratulates Katie on her promotion and we wish her all the best in her new role.

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