Credentials: CFA, BBus (Acc), BEc, GradDip App Fin & Inv (Treasury)
A fixed income specialist, Rachel has over 20 years’ experience in financial markets, gained from top tier investment management firms such as Vanguard, ING, ANZ and UBS. Rachel is responsible for U Ethical's fixed income and cash products, leveraging her understanding of active and passive portfolio management, credit, rates, money markets and foreign exchange. Rachel is a CFA Charterholder and a member of the CFA Society of Melbourne and has also undertaken a Graduate Diploma in Applied Finance and Investment at FINSIA, a Bachelor of Business (Accountancy) from QUT and a Bachelor of Economics from the University of Queensland.
I am very excited to be joining an investment firm where ethical investing is core to its mission. I look forward to building on the great work that has already been done at U Ethical to deliver sustainable investing to the broader market.