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📅 規劃財富：別錯過本週財經重要大事
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1.316
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14/02 - 關閉. AUD 貨幣
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- 總資產: N/A
BT Wholesale Conservative Outlook Fund
1.316
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0P00007AVO綜觀
你可在本頁找到深入的Pendal Active Conservative Fund公司檔案，包括0P00007AVO的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。
聯絡資訊
地址
Sydney NSW 2000
Sydney,NSW 2000
Australia
Sydney,NSW 2000
Australia
電話
+61 02 9220 2000
傳真
+61 02 9220 2305
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Michael O’Dea | - | 2024 | now |
| 自傳 | Michael is Head of Multi Asset for Perpetual Asset Management Australia. In this role he is responsible for the suite of Multi Asset Funds and capital markets research. Michael joined Perpetual in June 2014 and has 23 years finance industry experience. Prior to joining Perpetual Michael worked at JANA for 13 years, and held a number of positions across research, consulting and portfolio management, including Head of Investments, Implemented Consulting. Earlier in his career Michael held a variety of positions at UBS, Morgan Stanley and Barclays Capital in both Australian and the United Kingdom. Michael holds a Bachelor of Business (Economics and Finance) from RMIT University and is a Vincent Fairfax fellow. | ||
| Alan Polley | - | 2022 | now |
| 自傳 | Alan joined Pendal Group (formerly BT Investment Management) in February 2017, with extensive investment management and consulting experience. Prior to joining the company, Alan was Senior Manager, Model Portfolios and Risk Research at TCorp, with responsibility for portfolio management of over $40 billion in defined benefit and insurance multi-asset portfolios, developing TCorp's strategic and dynamic asset allocation processes covering $80 billion in assets, and liquid alternative manager research. Alan’s prior experience includes six years at AMP Capital in portfolio management and quantitative analysis roles. His most recent role at AMP Capital was a Portfolio Manager/Analyst within the quantitative equites team running and developing the quantitative process across Australian and Asian equities in long only and long/short form. Alan joined AMP Capital as a Quantitative Risk Analyst within the Investment Risk Team that worked to tailor and develop bespoke risk models and analytics for the various internal investment teams, as well as whole of business investment risk analysis. Alan started his career at Mercer Investment Consulting, where he was an investment consultant to some of the largest institutional clients in Australia providing investment advice as well as being actively involved in strategic and manager research functions. Alan has a Masters of Quantitative Finance, Bachelor of Business (Finance) and Bachelor of Science (Applied Physics) from the University of Technology, Sydney, a Graduate Diploma in Applied Finance and Investment from FINSIA, and is a CFA Charterholder. | ||
| Michael Blayney | - | 2022 | 2024 |
| 自傳 | Michael joined Pendal Group (formerly BT Investment Management) in August 2017 and leads the Multi-Asset Investments team. Michael has over 21 years’ investment management and consulting experience and joined Pendal from First State Super, where he was Head of Investment Strategy since January 2014. In this role, Michael was responsible for the establishment of an active asset allocation process and led the Fund’s Investment Strategy Team. Prior to this appointment, Michael was Head of Diversified Strategies at Perpetual for over five years, with portfolio management responsibilities for the manager’s range of diversified funds. Michael’s prior experience includes over 10 years in consulting roles at Watson Wyatt (now Willis Towers Watson) and NSP Buck. Michael is a qualified actuary and holds a Bachelor of Laws (Hons) and a Bachelor of Science from the University of Queensland. | ||
| Stuart Eliot | Portfolio Manager | 2009 | 2022 |
| 自傳 | Stuart Eliot joined AMP in 2022. He brings more than 30 years of diverse financial markets experience to the stewardship of our clients’ funds. Previously, he spent 12 years with Pendal Group where he was Senior Portfolio Manager, Multi-Asset Investments since 2016, and prior to this was Portfolio Manager, Diversified Funds since 2009. In these roles Stuart was responsible for strategic and dynamic asset allocation, portfolio management and investment research. Prior to joining Pendal, he held senior investment banking, trading and quantitative research roles, encompassing multiple asset classes, at several leading investment banks. Stuart holds a BCom (Actuarial Studies) from Macquarie University. | ||
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