Australian Ethical Investment

Our specialist environmental, social and governance (ESG) investment team includes professionals with significant experience in funds management, investment banking, government, securities analysis and management consulting.

Chief investment officer

James Jordan is the head of the Australian Ethica l investment team. He has been with Australian Ethical since 2006, having previously worked as an equities analyst, acting chief investment officer, and most recently as head of research. Prior to Australian Ethical James had a long career as a senior economist with various Commonwealth Government departments.

James' strong background in investment management, economics and government policy has helped drive improvements in our investment disciplines, research processes and valuation methodologies.

Investment team

Chief investment officer
James Jordan

Domestic equities team
Australian Ethical Smaller Companies Trust portfolio manager
Andy Gracey

Equities analyst
Risman Cornelius

Equities analyst and Australian Ethical Larger Companies Trust portfolio manager
David Macri

Equities analyst
Tim Case

International equities team
Global Smart Energy fund portfolio manager
Nathan Lim

Equities analyst
James Harvey

Fixed interest
Portfolio manager
Tim Kelly

Property
Portfolio manager
Robert  Sharf

Investment services team
Manager
Robert  Sharf

Performance analyst
Fiona Humphris

Investment services officers
Hayley Tai
Bernie Brown
Marg Ross