Edwin Lo Email & Phone Number

I am a proven investment executive, with credentials in all aspects of investment management and stewardship, integrating climate and sustainable/ESG risks into investment decisions.My recent role was the Chief Investment Officer at Uniting Financial Services (investment Office, Uniting Church NSW and ACT). My main contribution was to help deliver strong performance for the managed fund strategies and treasury balance sheet through a well structured portfolio design framework based on robust investment beliefs and responsible investing principles. Investment performance was pleasingly substantiated and exceeded all expectations.Earlier in my executive career, I helped to transform Christian Super as one of the top 10 performing superannuation funds before it formed a merger with Australian Ethical Investment. I also possessed sharp insights in the Equities asset class, being a stock picker and portfolio manager at Australian Eagle Asset Management covering the 200 and 300 universe.I hold a Bachelor of Science (Economics) degree from the University of London, and a Master of Commerce degree from the University of New South Wales. I am currently a holder of the Chartered Financial Analyst (CFA) charter.

Listed skills include Portfolio Management, Financial Analysis, Valuation, Asset Allocation, and 10 others.