Credentials: BCom, MBA, CFA
Jon is responsible for investment strategy and provides oversight of the U Ethical portfolios including risk management and implementation of our Ethical Investment Policy. Jon is also the portfolio manager for the U Ethical Growth Portfolio. He has over 15 years’ experience in the financial services industry, in Australia and the UK, with previous roles in equities research and wealth management. Jon holds the Chartered Financial Analyst (CFA) designation and a Masters in Business Administration (MBA) from Melbourne Business School.
Ethical investing helps make the world a better place for future generations, which is important to me. We look to avoid companies that are harmful to society and the environment, as well as targeting those that have a positive impact. We also make a difference through active engagement and proxy voting that can directly impact the actions of companies.