Investment team
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
