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2.227
-0.010
-0.50%
- 晨星評級:
- 總資產: 557.66M
CFS FC W Pen-FirstChoice W Fixed Int
2.227
-0.010
-0.50%
LP65001611綜觀
你可在本頁找到深入的CFS FC W Pen-CFS Fixed Interest公司檔案，包括LP65001611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
201 Sussex Street
Sydney,NSW 2000
Australia
Sydney,NSW 2000
Australia
電話
+61 2 93782000
傳真
+61 02 9118 7192
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Jonathan Armitage | - | 2022 | now |
| 自傳 | "Jonathan is a highly regarded investments executive with nearly 30 years of global experience, having worked in Australia, the United Kingdom and United States. He has a strong reputation as a leader in asset management. Most recently Jonathan was the Chief Investment Officer and General Manager of Asset Management at MLC. His responsibilities included managing multi-asset diversified funds, fixed income, private equity and alternative capabilities. He joined MLC in August 2011 as Head of Global Equities, before becoming Head of Equities in December 2011 and being appointed Chief Investment Officer in March 2013. Prior to MLC, Jonathan spent 20 years at Schroders, where he held roles including Head of US Equities and Deputy Head of Global Equities. As Chief Investment Officer, Jonathan will lead the Investments Team to expand our investment capabilities and bring a dynamic and agile approach to anticipating emerging issues and market opportunities." | ||
| Robert Graham-Smith | - | 2021 | now |
| 自傳 | "Robert joined the Colonial First State Investments Team in February 2021. In his current role he is the Investment Manager for Colonial First State’s Alternatives Portfolio, responsible for research and portfolio construction for Alternatives as well as contributing to research for other asset classes. Robert has worked in financial services and investment management for 25+ years with core expertise in alternative investments as well as covering traditional asset classes - in both public and private markets and across superannuation, high net worth and retail client sectors. Prior to joining Colonial First State, Robert was a senior investment analyst at Mine Super, covering liquid alternatives, property and fixed income/credit. Before this, Robert was a senior analyst / portfolio manager within the multi-manager team at Perpetual Investments, with a focus on hedge fund and absolute return investments, fixed income and credit. From 2004 until 2012, Robert was the portfolio manager for the Select Alternatives Portfolio and responsible for the day to day management of Select Portfolio Solutions at Select Asset Management. Robert’s expertise in alternative investments began in 1999 when he returned from London and joined DB Absolute Return Strategies, the hedge fund specific business within the Deutsche Bank group, working as a senior hedge fund analyst, investment specialist and quantitative specialist for absolute return products. Prior to that, Robert worked in London for Deutsche Bank, ING Barings and for KPMG in London and Perth. Robert holds a Bachelor of Commerce from the University of Western Australia majoring in accounting and finance, and is a Chartered Accountant (Chartered Accountants Australia and New Zealand)" | ||
| George Lin | Portfolio Manager | 2006 | 2023 |
| 自傳 | George joined the Colonial First State FirstChoice Investment Team in June 2006. In his role, he has responsibility for undertaking research and providing advice in relation to manager selection and portfolio management in various asset classes. Starting his career as an economist at the Department of the Prime Minister & Cabinet, George then worked in the area of tactical asset allocation when he moved to Westpac Investment Management. Consultancy positions followed with Anderson Consulting and IPAC, before more recently a Senior Investment Analyst role in funds manager rating at ASSIRT research. George gained a 1st class honours degree in Economics and Econometrics from UNSW, and a Master of Economics from ANU. He also holds an MBA from Australian Graduate School of Management as well as CFA. | ||
| Peter Dymond | - | 2002 | 2023 |
| 自傳 | Peter Dymond joined the Colonial First State FirstChoice Investments Team in March 2002 following the merger of Colonial First State and Commonwealth Investment Management. His current role as Senior Investment Manager has responsibility for the provision of advice and selection and ongoing monitoring of external fund managers for FirstChoice. Peter also has responsibility for ensuring that the research process is maintained and focussed. From May 2001 until March 2002, Peter was employed by Commonwealth Investment Management in the position of Portfolio Manager, Implemented Advice. Peter moved into this role from Commonwealth Financial Services, where he was the Head of the Superannuation and Retirement Income Product Management teams since 1999. This role included responsibility for a range of multi manager funds. Prior to joining the Commonwealth Group in 1997, Peter gained extensive experience in the management and distribution of retail and corporate financial products through Product Management, Marketing, Technical, Customer Service and Administrative roles with GIO (two years), Connelly Temple (two years) and National Mutual (five years). | ||
| Scott Tully | - | 2002 | 2022 |
| 自傳 | Scott joined Colonial First State in March 2002 following the merger of Colonial First State and Commonwealth Investment Management. He is head of the FirstChoice Investments team, responsible for managing Colonial First State’s range of FirstChoice multi manager, multi-index and lifestage portfolios. The FirstChoice portfolios have total funds under management in excess of $30 billion (at June 2014). Having spent three years with William M Mercer in the field of Superannuation Consulting, Scott joined State Bank of NSW in 1992 as an Actuarial Analyst and subsequently had a variety of roles in credit, market risk and financial markets. After the Commonwealth Bank acquired Colonial (and its subsidiary Colonial State Bank) in 2000, Scott was appointed Vice President, Strategic Planning working directly for the Head of Institutional Banking. In 2001, he joined Commonwealth Investment Management in the role of Portfolio Manager, Implemented Advice, providing investment advice to the Group’s life companies as well as developing the investment options underpinning the FirstChoice platform. | ||
| Leroy Qian | - | 2016 | 2021 |
| 自傳 | "Leroy joined the Colonial First State Investments Team in October 2013. Leroy is an Investment Manager responsible for undertaking research and providing advice in relation to manager selection and portfolio management of the FirstChoice Property and Infrastructure Securities portfolios. Leroy joined the Graduate program of the Commonwealth Bank Group in February 2012 and spent time across Technical Services, Strategy and Fund Services. Leroy holds a Bachelor of Actuarial Studies with first class honours degree in Economics from Macquarie University. He completed his Certified Investment Management Analyst (CIMA) in November 2016. Leroy is fluent in Mandarin and Cantonese." | ||
| Ben Lam | - | 2016 | 2021 |
| 自傳 | "Ben joined the Colonial First State FirstChoice Investments team in May 2016. Primarily, Ben has responsibility for undertaking research and providing advice in relation to manager selection and portfolio management of the FirstChoice Australian Share, Australian Small Companies, Australian Property Securities, Global Property Securities and Global Infrastructure Securities portfolios. Previously, Ben was a Senior Analyst in the Investment and Research Governance team at BT. From 2007 to 2015, Ben was a consultant and Manager researcher at Mercer Investments. In his role at Mercer, Ben had dual responsibilities as an investment consultant and member of the Real Estate boutique, as lead researcher for Australian Direct property, back-up researcher for REIT’s and consultant to clients on their property portfolios. Ben holds a Bachelor of Commerce degree, majoring in Accounting & Finance from University of New South Wales. He also completed the Certified Investment Management Analyst Program in 2010" | ||
| Guneet Rana | - | 2013 | 2016 |
| 自傳 | "As Director of Colonial First State’s Responsible Investment team, Guneet is responsible for the development and implementation of the Responsible Investment Strategy. Guneet previously served as a Senior Investment Manager for Colonial First State’s Alternatives portfolio, where she undertook manager research, worked on portfolio construction, and also contributed to research across a range of other asset classes. Prior to working with Colonial First State, Guneet was a senior investment manager at ipac, Australia – a role that involved asset class research and portfolio management. She was also previously involved in setting up AXA multi-manager portfolios for the Mandatory Provident Fund market in Hong Kong. Guneet has a Graduate Diploma in Applied Finance from FINISIA. She also has a Postgraduate Diploma in Business Management and an Economic Honours degree from the University of Delhi, India." | ||
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