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Gavin Shepherd Email & Phone Number
Head of Research and Portfolio Construction
at
Logical Financial Management Australia
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✓ Verified Jun 2026
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Current company
Role
Head of Research and Portfolio Construction
Location
Greater Sydney Area, Australia, Australia
Company size
Who is Gavin Shepherd? Overview
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Quick answer
Gavin Shepherd is listed as Head of Research and Portfolio Construction at Logical Financial Management Australia, a company with 4 employees, based in Greater Sydney Area, Australia, Australia. AeroLeads shows a matched LinkedIn profile for Gavin Shepherd.
Gavin Shepherd previously worked as Head of Research & Portfolio Construction at Logical Financial Management Australia and Senior Investment Strategist at Strategy Steps. Gavin Shepherd holds Master'S Degree, Financial Planning And Services from Unsw.
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Logical Financial Management Australia
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Profile bio
About Gavin Shepherd
Senior investment specialist with over 15 years industry experience across multi manager
Listed skills include Investment Strategies, Asset Allocation, Asset Management, Investments, and 11 others.
Current workplace
Gavin Shepherd's current company
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Logical Financial Management Australia
6 roles · 26 years
Gavin Shepherd work experience
A career timeline built from the work history available for this profile.
Head Of Research & Portfolio Construction
CurrentResponsibilities include:* Reviewing the client’s portfolio strategy and structure and suggesting adjustments at a SAA, asset class and investment level.* Actively building alternative portfolios including CTA’s, market neutral and private equity etc.* Focused on creating portfolios that better control portfolio risk on the downside, generates sufficient.
Oct 2014 - Present
Senior Investment Strategist
Strategy Steps
Providing specialist technical advice and solutions to fund managers, distributors of investment products and strategies, and financial advisors. This has included:- investment strategies- portfolio construction- developing sales material- writing and delivering presentations- evaluating and positioning of products, marketing and sales Author of the.
2009 - Jan 2017
Head Of Multi Manager Strategies
Iag Asset Management
- Responsible for the direction and investment strategy of the multi manager division
- Responsible for the team and all asset classes and investment strategies
- Portfolio responsibilities for portable alpha strategies
- Contributed to SAA decisions for the various managed portfolios
Jun 2006 - Jul 2008
Australian Equities Portfolio Manager (Multi Manager)
Ing Invetsments
Responsible for the Australian equities portfolio (manager analysis and selection, portfolio construction, ongoing relationship and compliance.)A member of the investment committee that review strategic asset allocation and implemented tactical asset allocation
Apr 2003 - May 2006
Research Manager
Ing Australia
Responsible for providing an approved product list, model portfolios and investment strategies for use by financial advisers and clientsUndertaking quantitative and qualitative research and portfolio construction of fund managers across all asset classes and structures
2000 - 2003
~3 yrs
4 education records
Gavin Shepherd education
Master'S Degree, Financial Planning And Services
Masters, Applied Finance
Post Graduate Diploma, Applied Finance And Investment
Finsia
Bachelor, Agricultural Economics
FAQ
Frequently asked questions about Gavin Shepherd
Quick answers generated from the profile data available on this page.
What company does Gavin Shepherd work for?
Gavin Shepherd works for Logical Financial Management Australia.
What is Gavin Shepherd's role at Logical Financial Management Australia?
Gavin Shepherd is listed as Head of Research and Portfolio Construction at Logical Financial Management Australia.
Where is Gavin Shepherd based?
Gavin Shepherd is based in Greater Sydney Area, Australia, Australia while working with Logical Financial Management Australia.
What companies has Gavin Shepherd worked for?
Gavin Shepherd has worked for Logical Financial Management Australia, Strategy Steps, Iag Asset Management, Ing Invetsments, and Ing Australia.
Who are Gavin Shepherd's colleagues at Logical Financial Management Australia?
Gavin Shepherd's colleagues at Logical Financial Management Australia include Steve Blaker.
How can I contact Gavin Shepherd?
You can use AeroLeads to view verified contact signals for Gavin Shepherd at Logical Financial Management Australia, including work email, phone, and LinkedIn data when available.
What schools did Gavin Shepherd attend?
Gavin Shepherd holds Master'S Degree, Financial Planning And Services from Unsw.
What skills is Gavin Shepherd known for?
Gavin Shepherd is listed with skills including Investment Strategies, Asset Allocation, Asset Management, Investments, Financial Advisory, Investment Management, Management, and Alternative Investments.
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