- Investment governance and oversight of the AE Super Fund, which has been the fastest (organically) growing super fund in the country over the last 5 years- Investment governance and oversight of all AE’s Managed Funds - Restructured portfolios of multiple funds to improve risk/return profiles and outcomes- Development of new investment funds and processes- Responsible for approving all investments and ethical criteria applied to our investments- Oversaw the growth in FUM… Show more - Investment governance and oversight of the AE Super Fund, which has been the fastest (organically) growing super fund in the country over the last 5 years- Investment governance and oversight of all AE’s Managed Funds - Restructured portfolios of multiple funds to improve risk/return profiles and outcomes- Development of new investment funds and processes- Responsible for approving all investments and ethical criteria applied to our investments- Oversaw the growth in FUM from $500m when I started as CIO to $8.5b as at 31 December 2022- Reporting to the Investment Committee, Corporate Board and Superannuation Trustee Board on all investment related functions of the Group Show less

Responsibilities include:Analysis of stock/sector/market valuations and earnings.Analysis of broader macro environment.Researching and writing the team’s articles and reports.Applying unique quantitative and qualitative research techniques for our ‘Microstrategy’ research product.Development and maintenance of numerous equity models and screens.Development and maintenance of performance and attribution analysis versus benchmark of the ‘Strategy 20 stock… Show more Responsibilities include:Analysis of stock/sector/market valuations and earnings.Analysis of broader macro environment.Researching and writing the team’s articles and reports.Applying unique quantitative and qualitative research techniques for our ‘Microstrategy’ research product.Development and maintenance of numerous equity models and screens.Development and maintenance of performance and attribution analysis versus benchmark of the ‘Strategy 20 stock portfolio’.Forming and maintaining relationships with our clients, which include not only most of the top Australian equities portfolio managers, but off-shore portfolio managers.Responding quickly and efficiently to ad-hoc internal and external client requests. Presentation of our research in various formats: auditorium, telephone, Q&A, one-on-one, TV, written press and internet.Streamlining and prioritising research efforts.Improving work methods and practices, thereby increasing the team’s capacity and productivity.Key relationships with all sector analysts due to our need to manipulate and analyse ‘bottom-up’ data.Assisting our data and quant teams to ensure we are working with high quality data, be it our own analysts’ forecasts or data from external data providers such as I/B/E/S, IRESS, Bloomberg and Datastream. Show less

Responsibilities included:Heading up NSP Buck’s investment manager research efforts. Forming and maintaining relationships with investment managers and clients.Conducting research on investment managers and investment products. Forming formal ratings and ‘house views’ on products.Communicating the process and recommendations to clients (and investment managers).Co-ordination of the research schedule and process.Maintaining a database of investment products available… Show more Responsibilities included:Heading up NSP Buck’s investment manager research efforts. Forming and maintaining relationships with investment managers and clients.Conducting research on investment managers and investment products. Forming formal ratings and ‘house views’ on products.Communicating the process and recommendations to clients (and investment managers).Co-ordination of the research schedule and process.Maintaining a database of investment products available in the market.Managing all information received from investment managers and managing work-flow resulting from our research efforts.Maintaining up to date research notes on investment products and ensuring regular contact is maintained with investment managers.Managing client-reporting deadlines, which requires a quarterly review on each investment product used.Managing the ‘quarterly review’ process. This consists of allocating each quarterly product review to a team member (including myself) and ensuring they are accurate and informative. Conducting quantitative and qualitative analysis on client investment portfolios.Constructing multi-manager portfolios.Recommending appropriate investment products for our clients.Forming appropriate asset allocation strategies for client portfolios in order for them to meet their investment objectives.Monitoring client portfolios and ensuring their investment objectives are being met. Show less