James has over 32 years of portfolio and senior management experience from working in Australia and the UK. The bulk of his career has been in funds management, covering Australasian and international equity portfolios, both as a direct investor and a manager of managers. As chief investment officer, James is responsible for the formulation of investment strategy and overall management of U Ethical portfolios. His most recent experience involved managing portfolios for charities and not-for-profit groups across diversified portfolios at ANZ Trustees.
I am committed to working within a team-oriented environment that is motivated to reward both the individual and key stakeholders. I am balanced and experienced with a wide appreciation of the key drivers of commercial success and failure. I am proud and excited to work within U Ethical which acts as an active voice in the sector for ethical investment practices while supporting community, social justice and environmental projects.