Credentials: BBus, GradDipAppFin
Matthew assists with the management of the Australian Equities Portfolios including stock selection, risk management and portfolio construction. Prior to his role in the equities team, Matthew assisted with the management of the Enhanced Cash Portfolio. He has over 8 years’ experience across both funds management and banking. Matthew has completed a Graduate Diploma of Applied Finance from Kaplan Professional and is currently studying for a Masters of Applied Finance.
Ethical investing incorporates ethical and ESG factors into the investment process. U Ethical conducts market screens for companies which are deemed to have a positive impact on society while excluding sectors or companies which have a negative impact. Utilising our ethical foundations and investments we advocate with companies for change to help make the world a better place.