Francis is an investment analyst with a background in economics and finance, bringing a wealth of analytical and financial modelling skills to the team. Through his career to date, Francis has developed experience with bottom-up financial and credit models and credit notes, fixed-income and credit securities data analysis as well as portfolio compliance and trade execution.
Francis has obtained a Bachelor of Commerce (Economics and Finance) from the University of Melbourne, is a Recognised Technology Business Management Analyst (TBMA), and is currently undertaking a Chartered Finance Analyst (CFA) program at the CFA Institute.
Ethical investing brings together investment opportunities that are positive for both investors and society as a whole. What drew me to U Ethical in particular is its commitment to this strategy coupled with its outperformance of fund benchmarks. This is evident through U Ethical’s consistent returns as an ethical investor, as well as its consistent contribution to society through its certification as a B Corporation.