Investment team

Investment committee

The company’s Investment Committee comprises Justine Hickey (chair), James Thier, Howard Pender and Naomi Edwards. It meets formally at least quarterly to consider the recommendations of the investment team and to ensure that investments meet guidelines established by the board. An informal investment subcommittee is responsible for certain delegated decision-making between formal meetings.

Investment team

As at March 2008

James Jordan will be the interim Investment Manager while a new Investment Manager is recruited. James will be supported by senior investment analysts Alistair Clark (the former Investment Manager) and Noel Hyland. James joined Australian Ethical in February 2006. He previously worked as a financial and economic policy adviser for the Australian Government, including seven years in senior executive roles.

For many years now, Australian Ethical has been fortunate to have a highly qualified and large investment team with a great depth of experience. As shown in the diagram below, each of the Australian Ethical trusts is lead by a dedicated portfolio manager.

Investment manager
Portfolio manager World Trust Frank Zhu	Portfolio manager Large Companies Trust James Harvey	Portfolio manager Equities Trust Andy Gracey Alistair Clark	Analysts • Michael O’Brien – Int’l equities and sub-portfolio manager for Large Cap • Frank Zhu • James Harvey • Andy Gracey • Julietta Macquignaz • Noel Hyland • Risman Cornelius • Robert Sharf • James Jordan • Ursula Tonkin Junior analysts • Tim Kelly • Abhi Dholakia	Other Fixed income • Noel Hyland Property and loans • Robert Sharf Economics and quant • James Jordan • Risman Cornelius Trading • Alistair Clark