Investment Committee

Our Investment Committee brings together decades of experience and expertise to guide our investment decisions. The committee meets regularly to review portfolio performance, assess market conditions, and make strategic allocation decisions.

Committee Responsibilities

Committee Members

Sarah Thompson

Chief Investment Officer

MBA, CFA

Sarah has over 25 years of experience in portfolio management and investment strategy. She leads the investment committee with a focus on risk-adjusted returns.

Michael Chen

Head of Equities

BCom, CFA

Michael specializes in equity markets with expertise in both domestic and international investments. He brings 18 years of market analysis experience.

Rebecca Williams

Head of Fixed Income

MFin, CFA

Rebecca manages our fixed income strategies with a focus on credit analysis and duration management. She has 20 years of bond market experience.

David Kumar

Head of Alternative Investments

MBA, CAIA

David oversees alternative investment strategies including private equity and real assets. He has 15 years of experience in alternative investments.

Jennifer Martinez

Head of Research

PhD Economics, CFA

Jennifer leads our research team with a focus on macroeconomic analysis and sector allocation. She has 22 years of experience in investment research.

Robert Anderson

Head of Risk Management

MSc Finance, FRM

Robert specializes in portfolio risk analytics and derivatives strategies. He brings 17 years of experience in quantitative risk management.

Lisa Patel

Head of ESG & Sustainable Investing

MBA, CFA

Lisa drives our environmental, social and governance investment framework. She has 14 years of experience in sustainable investment strategies.

James Morrison

Head of Multi-Asset Strategies

BCom, CFA, CAIA

James manages our diversified multi-asset portfolios with expertise in tactical asset allocation. He has 19 years of portfolio management experience.