Peter Sumner Email & Phone Number

Sydney, Australia

Primary responsibility for researching, developing, implementing, evolving and maintaining all MLC and JANA multi-manager Australian equity and Areit strategies. Successful delivery of long term risk controlled returns with a focus on long term capital growth and where required, tax efficient dividend income growth for client portfolios. Responsibilities also include the research and appointment of Australian equity and Areit investment managers as well as communication of strategy and performance to internal and external stakeholders

Sydney, Australia

Primary responsibility for researching, developing, implementing, evolving and maintaining all MLC Australia and MLC UK multi-manager fixed income and cash strategies. Successful delivery of long term risk controlled returns with a focus on capital preservation and income generation for the defensive component of client portfolios. Responsibilities also included the research and appointment of global and domestic fixed income, cash, currency and alternatives managers as well as communication of strategy and performance to internal and external stakeholders

Sydney, Australia

Primary responsibilities included front office fixed,money market and derivatives dealing, management of all long and short term fixed income and cash portfolios, management of asset liability matching portfolios. Responsibilities also extended to the development , implementation and maintenance of fixed income portfolio management system, fundamental and technical analysis systems development, evolution and maintenance, investment performance analysis and reconciliations.Secondary responsibilities included domestic and global investment manager research, selection and monitoring.

Sydney, Australia

Primary responsibilities included front office money market dealing,development,implementation and maintenance of the cash and short term portfolio management systems, fundamental and technical market analysis, portfolio performance analysis and reconciliations, Austraclear and physical money market / fixed income settlements.

Master’S Degree, Business - Finance

Graduate Diploma, Applied Finance And Investment

Bachelor’S Degree, Business ( Accounting / Finance)