David Toohey, Fiaa Caia Cima Email and Phone Number
David Toohey, Fiaa Caia Cima work email
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David Toohey, Fiaa Caia Cima personal email
I’m passionate about outperforming. My career and studies are a consistent journey of competitive learning and winning. Dream big, acquire skills, compete, win – it’s in my nature.I have achieved mastery in the philosophy of, mathematics of, and decision-making involving risk and uncertainty, for which my mathematics degree and professional actuarial qualification gave me a solid grounding. Professionally, my domain experience is in investment and trading businesses - understanding the drivers, developing models, linking the data, and operationalising it with mandates, documents, licensing, with management/governance oversight.Right now, Assetly is my second start-up business, whose ultimate customer vision is money, payments and investments all in the one place. We're getting started with investments, where our three key unique advantages are:- In September 2022, Assetly bought Australia’s 4th largest commercial SMSF software administration business. Our plan is to develop bundled SMSF products and programs, and cross-sell a range of investment products. Revenue will be driven by up-selling to the high return, high fee range where we will develop a track record and establish credibility.- Ask me about our global TAA hedge fund strategy, run firstly as a daily model portfolio for 14 months with a Sharpe of 2+, and now 9 months live trading with a Sharpe of 0.8.- My own history and credentials in portfolio management and investment product structuring.I learnt from some of the great global investors during my time at Funds SA before founding Investment Science. Our hedge fund returned +51.82% in its first year in 2008, the #1 fund out of 10,000+ funds in the entire Morningstar Australia database. Four years later it was #2 on the 5 year rankings, and was awarded the Multi-Strategy Fund of the Year in 2012 by our peers in the Australian Hedge Fund Awards.Also, our market-neutral multi-asset fund returned +6.68% in 2008, the #1 ranked fund-of-funds. I formulated our own "Moneyball" process into a guidebook and software, enabling financial planners to structure their portfolios using “Strategic Risk Allocation” to avoid losses and make the most of their skills. Over 5+ years as PM the SRA-9 fund-of-funds achieved an exceptional level of outperformance net of all fees versus managers’ benchmarks. (Higher than ALL of Australia’s MySuper funds, as reported in APRA’s 4 Heat Maps from 2019 to 2022.) These skills and software are being brought into Assetly. We want you to become a better investor.
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Chief Investment OfficerAssetly Sep 2019 - PresentSydney, New South Wales, AuResponsible for the development and management of a global tactical hedge fund, and a multi-asset portfolio series.Currently managing a portfolio of ETFs and futures using systematic quantitative strategies with a Sharpe Ratio of 1.7 after fees over 19 months to mid-Aug 2023.Developed a suite of multi-asset portfolios across all liquid asset classes, along with a sizeable allocation to alternatives.Promoting the fund and Assetly opportunity to venture funds and angel investors. -
Head Of Risk And Quantitative ResearchAtrium Investment Management Nov 2016 - Jul 2019Sydney, Nsw, AuImplemented a range of initiatives to facilitate information flow and decision making more efficient across the portfolios. Converted a large chunk of investment returns data from spreadsheets to cloud hosting and reporting into the spreadsheet and Power BI reports.Developed and maintained expected return, risk and cost models using Jacobi, and Bloomberg PORT. -
Investment DirectorBlue Sky Alternative Investments Limited May 2014 - Jun 2016Continued managing the systematic global macro portfolios as an employee of Blue Sky.
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Chief Investment OfficerInvestment Science Jun 2005 - May 2014Adelaide, South Australia, AuAustralia's best outperforming multi-asset fund, 5yr +4.4%pa over b'mark. Australia's best performing derivatives hedge fund over 8+ years: 12.1% beat Bridgewater, GMO, CFM, AQR, Winton, Man, Aspect, H2, PE, etc.Co-founded the company in June 2005, sold to ASX-listed Blue Sky in 2014.Two lines of business:- SRA-16 hedge fund, which was the highest returning fund on the Morningstar Australia database in 2008 with a return of +51.82%, and AIMA Multi-Strategy Hedge Fund of the Year in 2012. Created the initial set of systematic quant hedge fund strategies and became Portfolio Manager in mid-2013. - Pioneered a target volatility approach to investing for the financial planning market, called Strategic Risk Allocation, which enabled a mandate to deliver realistically deliver higher returns for the same level of risk. Portfolio manager of two multi-asset class multi-manager funds, one market-neutral and the other equities-biased with significant discretion to allocate to the best asset classes and alternatives funds. Avoided the market crash in 2008 returning -1.5% (equities-biased) and +6.6% (market neutral). Achieved outperformance of +4.4%pa over indexed multi-asset benchmark over the 5.5 years while Portfolio Manager, possibly an Australian record for multi-asset investing, the current record for all funds in all 5 year periods in APRA's HeatMap is +2.5%pa. For several years was one of the largest Australian investors in Australian hedge funds, providing early allocations to some of Australia's highest-returning managers over the next decade. -
Investment ManagerFunds Sa Dec 2000 - May 2005Adelaide, South Australia, AuDeveloped policy recommendations for: strategic asset allocation; currency; active management; peer risk; alpha transfer strategies.Managed debt sector portfolios (manager of managers). -
Quantitative AnalystSafa - South Australian Government Financing Authority Oct 1997 - Nov 2000Adelaide, South Australia, AuQuantitative support to financial markets team: Pricing, risk management, portfolio analysis, liability hedging, benchmark policy and measurement, dealer (cash, money market, and bond repurchase agreements), client services support. -
Actuarial AnalystMercer Australia Jan 1995 - Oct 1997Melbourne, Vic, AuActuarial reviews of defined benefit superannuation funds.18 months secondment to North West Water Australia to create spreadsheet financial models for tendering for four government water outsourcing contracts - and started down the path to mastering Excel and VBA.
David Toohey, Fiaa Caia Cima Skills
David Toohey, Fiaa Caia Cima Education Details
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University Of AdelaideApplied Mathematics -
Caia Association -
Investments And Wealth InstituteInvestment Management -
Actuaries InstituteProfessional Actuarial Studies -
FinsiaFinance -
St Michael'S College, Adelaide
Frequently Asked Questions about David Toohey, Fiaa Caia Cima
What company does David Toohey, Fiaa Caia Cima work for?
David Toohey, Fiaa Caia Cima works for Assetly
What is David Toohey, Fiaa Caia Cima's role at the current company?
David Toohey, Fiaa Caia Cima's current role is CIO Assetly | Multi-asset Innovator | Award-winning Hedge Fund | Actuary.
What is David Toohey, Fiaa Caia Cima's email address?
David Toohey, Fiaa Caia Cima's email address is d.****@****.com.au
What schools did David Toohey, Fiaa Caia Cima attend?
David Toohey, Fiaa Caia Cima attended University Of Adelaide, Caia Association, Investments And Wealth Institute, Actuaries Institute, Finsia, St Michael's College, Adelaide.
What skills is David Toohey, Fiaa Caia Cima known for?
David Toohey, Fiaa Caia Cima has skills like Portfolio Management, Alternative Investments, Investments, Asset Allocation, Investment Management, Hedge Funds, Financial Modeling, Financial Markets, Risk Management, Wealth Management, Valuation, Mutual Funds.
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