GLOBAL INVESTMENT INSIGHTS

May 2022

GII congratulates Sue Wang on her promotion to Acting Head of Portfolio Management at Mercer Australia, replacing Ronan McCabe who will be relocating back to Ireland.

In her new role, Sue will be focused on further integrating Mercer's leading strategic and manager research with best-in-class multi-manager investment management, having previously been responsible for leading the manager research function and managing Mercer’s Pacific Fixed Income Funds at the organisation.

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

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May 2022

GII congratulates Elizabeth on her appointment to the position Assistant Portfolio Manager at Funds SA, the investment management partner for South Australian public sector superannuation funds and approved authorities, with more than $41 billion in assets under management.

Before joining Funds SA, Elizabeth was a Senior Investment Consultant (Principal) in Mercer’s Investments business, advising institutional clients on investment strategy, portfolio construction, manager selection and investment monitoring. She is based in Adelaide.

We wish Elizabeth all the best in her new role and continued success to the team at Funds SA.

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May 2022

GII congratulates Robbie on her appointment to the Chief Executive role at ESSSuper, a $35 billion government fund with a member base of 128,000.

Robbie will be commencing in the role in early July 2022. She is currently the group executive – brand, engagement, advocacy and product at Cbus, a role she has held since 2017.

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

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Whitepaper - CAIA

The contributors of this whitepaper discuss the five marks of the Portfolio for the Future™—broadly diversified, less liquid, rooted in a fiduciary mindset, actively engaged, and dependent on operational alpha. These are the defining features of all-weather portfolios that meet the challenges of the global economy and capital markets.

We must all rise to the occasion.

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Rob Tucker, Managing Director, Chester Asset Management

The world has changed significantly in the past 8 weeks, overshaddowed by the Russian invasion of Ukraine, the inflation dilemma posed to policy makers and the growing focus on self-sufficiency driven by supply shortages experienced.

With the prospect of tightening financial conditions over the remainder of 2022 (and beyond), Rob shares his thoughts on the three key macro questions shaping Australian equities investing.

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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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