GLOBAL INVESTMENT INSIGHTS

April 2022

GII congratulates Ron on his promotion to Senior Consultant within the Lonsec Investment Solutions (LIS) team.

LIS assists financial advisers in implementing separately managed account (SMA) solutions. In his new role, Ron will work with consulting clients and support Deanne Baker, Multi Asset Portfolio Manager, with portfolio management and provide input on their SAA and portfolio construction reviews.

Currently. Ron is also a member of the Lonsec Investment Committee and Lonsec Manager Selection Investment Committee.

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

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April 2022

GII congratulates Nicole on her appointment as the Head of Sustainable Investment at the Australian Retirement Trust. The first major appointment for the superannuation fund since the completion of its merger on 28 February 2022.

The Australian Retirement Trust is the super fund formed through the merger of Sunsuper and QSuper. It is one of Australia’s largest funds, managing more than $200 billion in retirement savings, on behalf of more than two million members.

Nicole will commence in her new role on Monday 16 May 2022. We wish her all the best and continued success to the team at the Australian Retirement Trust.

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April 2022

GII congratulates Cecily on joining the Frontier team in their Sydney office, in the role of Principal Consultant.

Cecily will be working in a client facing role across a range of sectors, with Frontier’s insurance and superannuation clients, adding to the team’s expertise in fixed income asset classes.

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March 2022

GII congratulates Robert on joining the executive team at NSW TCorp, following his promotion to the role General Manager – Financial Markets at the organsiation. The division’s key activities include raising debt for the state of NSW through bond issuance both domestically and globally, providing loans to the NSW Government public sector, and managing risk on the balance sheet.

NSW TCorp is the investment and financial management partner of the New South Wales government and its investment management arm manages AU$113 billion in assets on behalf of clients, as at 31 December 2021.

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March 2022

GII congratulate Alexandre on his promotion to the role Head of Research and Investment Strategy – Australia Wealth Management at Morgan Stanley.

In this capacity, he leads Morgan Stanley’s wealth management research department, with primary responsibility for producing investment strategy research and providing implementation advice across listed equities, managed funds and ETFs to Morgan Stanley's advisors and their clients.

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March 2022

GII congratulates Mark Longbottom on his appointment as the Sustainable Investment Specialist for Mercer New Zealand.

Mark expects the demand for sustainable investing expertise in New Zealand to continue to rise.

“It’s clear that investing sustainably is more important than ever among institutional and retail investors, particularly socially responsible global equities", he said.

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Andrew Proebstl, Chief Executive, legalsuper

Andrew is the Chief Executive of legalsuper, which manages the retirement wealth of the legal community, representing more than 41,000 members and with more than AU$5 billion in assets under management.

As a leader of a small fund (on a relative basis), Andrew sees real opportunity for funds like his to be very different in how they operate and perform by playing to their strengths. “We are agile and determinedly seek out investment opportunities not accessible by larger funds. Ultimately, this is the cornerstone to us delivering strong long-term returns to our members”, Andrew highlighted.

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March 2022

Leanne has been appointed as VFMC’s new Head of Portfolio Strategy and Asset Allocation, bringing a wealth of economics and investment strategy experience to the team. Most recently, Leanne was the Head of Macroeconomic and Markets Research at Cbus Super.

Leanne will be succeeding Peter Osborne in the role, who will be retiring, after almost 13 years at VFMC.

We wish Leanne success in her new role, and all the best to Peter on his impending retirement.

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Mary Delahunty, Founder & Managing Director, Seven Advisory

Seven Advisory’s broad remit encompasses all aspects of purpose and impact, with a focus on authentic impact strategies. The concern with the now maturing world of investing with impact is that it is a subset of value creation in the activities of the finance sector and not the one true driving force.

Inauthentic attempts by the finance sector to impact social change or to prove a purpose beyond the pursuit of profit presents a number of concerns.

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Press Release - CAIA Insights

This Is India’s Era.

India’s GDP growth is expected to reach 9.5% in 2021/22, which will make it the third-largest contributor to global GDP. According to a new report from the Chartered Alternative Investment Analyst (CAIA) Association, there are several force multipliers in place that will continue to drive India’s economic growth for the next decade and beyond, making it imperative that private equity and venture capital-focused investors have a clear picture as to the private investment environment in India.

To coincide with the report’s release, CAIA is hosting a webinar which will bring together a number of its authors to spotlight key themes, discuss why India’s emergence as one of the world’s most entrepreneurial and technology-orientated nations presents massive opportunities, and will showcase India’s growing and increasingly sophisticated alternative investment industry.

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Craig Roodt, Director – Investment & Wealth Advisory, Deloitte

Craig is a Director of Deloitte’s Investment and Wealth Advisory in Sydney, which works with asset owners and asset managers across all aspects of the investment value chain, empowering fiduciaries to maximise outcomes.

Currently the focus of Craig’s role centres around developing the required investment governance to respond to the current wave of changes impacting the industry. Much of this is related to the Your Future, Your Super (YFYS) reforms and how performance is measured in a YFYS world.

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February 2022

Cindy has been appointed as the Head of Investment Strategy at CareSuper.

CareSuper is one of the largest industry funds for people in professional, managerial, administrative and service occupations in all business sectors, representing more than 220,000 members, with approximately AU$20 billion in assets under management.

GII wishes Cindy all the best in her new role and continued success to the team at CareSuper.

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