David Fong joins Cbus Super as a Senior Portfolio Manager - Asset Allocation

July 2024

Global Investment Institute congratulates David Fong on joining Cbus Super Fund as a Senior Portfolio Manager – Asset Allocation. Cbus is an industry super fund, established in 1984, eight years before super became compulsory in Australia, when it was known as the Building Unions Superannuation Scheme. Now, in its 40th year, it has assets under management in excess of A$90 billion (as of 31 January 2024) on behalf of more than 900,000 members.

David joins from TelstraSuper where he spent 14 years in a range of investment strategy and asset allocation roles, most recently as a Senior Portfolio Manager – Asset Allocation.

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

Matt Olsen joins Morningstar as Director of Manager Research, Australasia

July 2024

Global Investment Institute congratulates Matt Olsen on joining Morningstar as Director of Manager Research, Australasia. In this role Matt leads Morningstar’s Manager Research Team across Australia and New Zealand.

Morningstar is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in debt and private capital markets.

Morningstar Australia provides investment research and ratings for stocks, funds, ETFs & LICs, news and tools for investors and financial professionals.

Previously, Matt was the Head of Research & Retirement Income at Insignia Financial.

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

Dr. Hamid Yahyaei promoted to Fixed Income Portfolio Manager & Strategist at NGS Super

July 2024

Global Investment Institute congratulates Dr Hamid Yahyaei on his promotion to the role Fixed Income Portfolio Manager & Strategist at NGS Super. NGS Super is a leading industry super fund managing assets of ~A$15 billion on behalf of its members.

In his role as Fixed Income Portfolio Manager & Strategist, Dr Hamid plays a pivotal role in managing the Fund’s fixed income portfolio, overseeing sovereign, corporate and derivative exposures.

We wish Dr Hamid all the best in his new role and continued success to the NGS Super team.

Dr. Michael Kollo appointed Strategic Advisor of Impact Alpha Partners

July 2024

Global Investment Institute congratulates Dr Michael Kollo on joining Alpha Impact Partners (IAP) as a Strategic Advisor to the Board of Directors. IAP’s mission is to partner with investors and help drive impact and alpha in investment outcomes. Michael’s appointment boosts IAP’s capability to navigate the industry and technology landscape, as an internationally recognised through leader and commentator on artificial intelligence and its adoption within financial institutions.

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

Thomas Dutka joins Morningstar as Director of Manager Research - Fixed Income, Multi-Assets & Alternatives

June 2024

Global Investment Institute congratulates Thomas Dutka on joining Morningstar as Director of Manager Research - Fixed Income, Multi-Assets & Alternatives.

Morningstar is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in debt and private capital markets.

We wish Thomas all the best in his new role and continued success to the Morningstar team.

Susan Orr joins Hostplus as the Head of Investment Research & Real Assets

June 2024

Global Investment Institute congratulates Susan Orr on joining Hostplus as the Head of Investment Research & Real Assets.

Hostplus is one of the largest superannuation funds in Australia with origins in the hospitality and tourism industries. It has 1.77+ million members, more than 308,000 employers and A$110 billion in funds under management.

We wish Susan all the best in her new role and continued success to the Hostplus team.

Aware Super builds London team with key property appointment

June 2024

Global Investment Institute congratulates Mathieu Elshout on joining Aware Super in London, where he will be responsible for leading the European property strategy and team.

Aware Super is one Australia’s largest pension funds with A$175 billion in assets under management and 1.1 million members.

Mathieu joins Aware from global real asset manager PATRIZIA, where he was a Senior Managing Director and Head of Sustainability and Impact Investing. He will be reporting to the Head of International and Deputy CIO Damien Webb in London, and the Fund’s Global Head of Property, Alek Misev who is based in Sydney.

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

SuperCareers - Job opportunities for executives and senior investment professionals across our industry

June 2024

This month’s featured job vacancies and opportunities include roles at Northern Trust AM, BlackRock, Aware Super, Frontier, AustralianSuper, CBUS Super, QIC, Barings, Insignia Financial, Dimensional Fund Advisors, KPMG and more.

If you would like us to promote a job vacancy at your organisation for executive and senior investment roles, please contact us.

Alexander Ng joins ESSSuper in an Investment Management role

June 2024

Global Investment Institute congratulates Alexander Ng on joining ESSSuper in an Investment Manager role.

ESSSuper is one of Australia’s biggest superannuation funds with more than 127,000 members and over A$36 billion in assets under management. A not-for-profit fund that acts as a trustee on behalf of the Victorian State Government, serving Emergency Services and State employees.

We wish Alexander all the best in his new role and continued success to the ESSSuper team.

Paul Crisci joins legalsuper as Portfolio Manager, Equities

May 2024

Global Investment Institute congratulates Paul Crisci on joining legalsuper as Portfolio Manager, Equities.

Legalsuper manages the retirement wealth of the legal community, representing more than 41,000 members and with more than A$5 billion in assets under management.

We wish Paul all the best in his new role and continued success to the legalsuper team.

Thomas Bennett promoted to Investment Manager - Fixed Interest at Insurance Commission of WA

May 2024

Global Investment Institute congratulates Thomas Bennett on his promotion to the role Investment Manager – Fixed Interest at the Insurance Commission of Western Australia (ICWA).

The ICWA is a statutory corporation and Government Trading Enterprise owned by the Western Australian Government. They provide injury insurance to motorists (Compulsory Third Party) and self-insurance to Government. ICWA manages an investment portfolio of assets in excess of A$7.5 billion.

We wish Thomas all the best in his new role and continued success to the team at the Insurance Commission of Western Australia.

KC Low joins VFMC in a Senior Portfolio Manager role

May 2024

Global Investment Institute congratulates KC Low on joining Victorian Funds Management Corporation (VFMC) as a Senior Portfolio Manager within their Asset Allocation & Portfolio Strategy Team.

VFMC manages assets in excess of A$80 billion for Victoria and 31 Victorian public authorities and related organisations.

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

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