Asset Management Team

Years of experience: 26
Years at Perpetual: 18 (split in 2 periods)

Paul is the Head of Equities and the Portfolio manager for the Concentrated Equity, and Pure Equity Alpha strategies.

Paul rejoined Perpetual Asset Management Australia in February 2010 as a Portfolio Manager, having previously spent seven years with Perpetual. He began his career with Perpetual in 1994 in a back office role, moving into a dealing role after three years, working his way up to the Head Dealer role.

Between stints at Perpetual, Paul spent seven years working at CPH/Ellerston Capital, where he had portfolio management responsibilities for an Australian long/short strategy for the first four years and a global long/short strategy for the last three years. Paul also recruited and managed two analysts within his team.

Paul gained international experience, spending 18 months in London, as well as expertise in investing and trading various asset classes ranging from equities, commodities, currencies and fixed interest.

Paul has a Bachelor of Economics from Macquarie University and is a Member of the Institute of Chartered Accountants.

Years of experience: 26
Years at Perpetual: 13

Vince is the Deputy Head of Equities and the Portfolio Manager for Australian Share, Geared Australian Share, Direct Equity Alpha and the Perpetual Equity Investment Company (ASX:PIC).

Vince joined Perpetual Asset Management Australia in July 2007 as an Analyst and since that time has covered the chemicals, diversified financials, banking, telecommunications, building materials and REITS sectors.

Prior to joining Perpetual, Vince was a senior portfolio manager/analyst in the large cap Australian equities team at Deutsche Asset Management and led the top 100 equities team. In addition, he had stock research responsibilities across a large number of sectors.

Vince was also a portfolio manager for a number of client portfolios and researched international stocks as part of the international equity division State Super (subsequently Deutsche). Prior to this, Vince worked in corporate finance and foreign currency for Monte Paschi Australia Limited.

Vince has a Bachelor of Commerce with a major in Economics and Finance.

Years of experience: 21
Years at Perpetual: 19

Jack is the Portfolio Manager for the Perpetual Pure Microcap and Smaller Companies Funds and an Analyst.

Jack joined Perpetual in November 2001 as an Investment Administrator and Equity Dealer. After four years he moved into an Analyst role, focusing on small cap industrial companies. Jack took on portfolio management responsibilities in June 2010.

Prior to joining Perpetual, Jack gained two years industry experience working in London as an Equities Dealer and Investment Administrator at both Salomon Smith Barney and Goldman Sachs Asset Management.

Jack has a Bachelor of Economics from the University of Sydney.

Years of experience: 17
Years at Perpetual: 11

Nathan is the Portfolio Manager for the Ethical SRI Fund and Income Share Funds, and an analyst.

Nathan joined Perpetual in September 2010 as a Research Analyst, before spending almost two years on the dealing desk at Perpetual working on all Australian Equity strategies as an Equities Dealer. Nathan was then appointed to the role of Equities Analyst covering small cap stocks in 2013. He was promoted to Deputy Portfolio Manager in May 2016, and took on responsibility for managing 50% of the Smaller Companies strategy in 2017.

Prior to joining Perpetual, Nathan spent 6 years in a Chartered Accountancy firm where he was responsible for the affairs of a diverse range of clients, including regular taxation compliance, financial reporting, Self-Managed Superannuation Fund audits and business advisory services.

Nathan holds a Bachelor of Commerce from the University of Wollongong and holds a Chartered Financial Analyst (CFA) designation.

Years of experience: 22
Years at Perpetual: 9

Anthony is the Portfolio Manager - Industrial Shares, SHARE-PLUS Long-Short and an Analyst.

Anthony has been with Perpetual for 9 years. Prior to joining Perpetual, he worked at Ellerston Capital for two years, where he was the Portfolio Manager for the Ellerston Capital Global Equity Management Fund. Before that, he spent 3 years as an analyst working on a long/short strategy. Prior to joining Ellerston Capital, Anthony worked as an Analyst at UBS Investment Bank for 8 years.

Anthony has a Bachelor of Economics from the University of Sydney and has earned the right to use the Chartered Financial Analyst designation.

Years of experience: 16
Years at Perpetual: 3

James Rutledge is the Portfolio Manager for the Pure Value strategy and an analyst covering building materials, steel and paper and packaging.

James joined Perpetual Asset Management Australia in May 2017, having previously been at Morgan Stanley for over 7 years. Prior to leaving Morgan Stanley, he was an Executive Director covering Building Materials and Steel sectors. Prior to lead coverage, James was part of the Healthcare team for around 3 years at Morgan Stanley.

James holds a Bachelor of Applied Finance, Bachelor of Economics from the Macquarie University. James is a CFA® charterholder.

Years of experience: 9
Years at Perpetual: 7

Alex Patten is a Deputy Portfolio Manager for the Perpetual Smaller Companies Fund.

Before that, he was an Equity Analyst at Perpetual covering a range of sectors including Telecommunications, Media and Retail.

Alex joined Perpetual Investments in August 2015, after completing the Graduate program within the Perpetual Finance team and working in several management and financial accounting roles.

Alex has a Bachelor of Accounting from the University of Technology, Sydney and is a Member of the Institute of Chartered Accountants.

Years of experience: 9
Years at Perpetual: 8

Sean Roger is the Deputy Portfolio Manager for the Perpetual Share Plus Long-Short Fund.

Sean joined Perpetual in February 2013 as a Graduate Accountant. He joined the Investments team in August 2014 as an Equities Dealer and was appointed an Equities Analyst in January 2016 where he was responsible for covering a number of stocks in the gaming and agricultural sectors.

Sean has a Bachelor of Accounting from the University of Technology, Sydney and has completed the Chartered Accountants program.

Years of experience: 22
Years at Perpetual: 2

Guy Bunce is a Senior Equities Analyst with extensive experience in equities research having covered a variety of sectors over his 20 years in the industry. In his current role, he is responsible for the Transport, Infrastructure, Paper & Packaging and Chemicals sectors.

Guy joined Perpetual Asset Management Australia in April 2019, having previously worked at JP Morgan as the Head of Transport & Infrastructure Research.

Prior to this, he was Head of Australian Equities Research at RBC Capital Markets.

Guy has a Master of Applied Finance (Macquarie) and a Bachelor of Commerce (ANU).

Years of experience: 27
Years at Perpetual: 2

Clarke Wilkins is a Senior Equities Analyst at Perpetual Investments and responsible for the resources and energy sectors.

Clarke joined Perpetual Asset Management Australia in July 2019, having previously worked at Citi for over 20 years where he was Head of the Australian Metals & Mining Research team. He has extensive experience covering mining and energy companies as well as global commodity markets.

Prior to joining Citi Clarke worked on developing a nickel project in Asia and started his career in Business Consultancy at KPMG and Pearce & Cook in Perth, Western Australia.

Clarke has a Bachelor of Commerce (Major in Accounting & Finance) from the University of Western Australia, is a member of the Institute of Chartered Accountant and is a CFA Charterholder.

Years of experience: 35

Years at Perpetual: 0

Brett Le Mesurier is Senior Equities Analyst at Perpetual Asset Management. In this role, he is responsible for the Financials sector.

Brett joined Perpetual Asset Management in December 2021, having previously been the senior equities analyst with coverage of the Australian financial sector for Velocity Trade.

Prior to this, he was the senior equities analyst for the financial sector at Shaw and Partners. He was previously Managing Director and head of research for APP Securities.

Brett has a Bachelor of Arts with honours from Macquarie University, majoring in Statistics, and completed the A level exams of the Institute of Actuaries.

Years of experience: 16
Years at Perpetual: 11

Prior to joining Perpetual in January 2010, Rosemary spent 2 years at Platinum Asset Management, where she held the position of Analyst for the Platinum Asia Fund covering stocks across China and Hong Kong. Prior to this, Rosemary was an analyst at MMC Asset Management analysing small and mid-cap companies. She also held roles at the Reserve Bank of Australia and the Australian Prudential Regulation Authority (APRA).

Rosemary holds a Masters of Commerce (Actuarial studies) from University of New South Wales and a Bachelor of Commerce (First Class Honours) in Accounting and Finance from University of Western Australia.

Years of experience: 11
Years at Perpetual: 7

Nick Buisman is an Equities Analyst at Perpetual Asset Management. In this role, he is responsible for covering small and micro-cap companies across a range of sectors with a focus on Industrials, Retail, and Consumer Brands. 

Nick joined Perpetual Asset Management in May 2015, most recently having spent 4 years on the dealing desk as an Equities Dealer working across all Australian Equity strategies, as well as executing across global equities, FX, derivatives and treasuries.

Prior to this, he held the role of Investment Specialist within Perpetual Investments. Nick began his career in equity markets at Bell Potter Securities. 

Nick has a Bachelor of Economics from the University of Sydney. 

Years of Experience: 1

Years at Perpetual: 1

Mitchell Hubble is an Equities Analyst covering mainly smaller companies and micro caps. Mitchell joined Perpetual Asset Management in February 2020 as part of the graduate program, completing rotations across business divisions including Investment Analytics & Risk and Equities. Prior to joining Perpetual Asset Management, Mitchell completed internships at Macquarie Group, Cochlear and in Perpetual’s Group Finance division. Mitchell has a Bachelor of Accounting from the University of Technology, Sydney and is currently enrolled in the Chartered Financial Analyst Program

Years of experience: 37
Years at Perpetual: 18

Maryanne is the Head of Proprietary Research and an Analyst, covering mainly large and small cap companies in the industrials, consumer staples, and consumer discretionary sectors.

Maryanne joined Perpetual Asset Management Australia in February 2003 as an Analyst, bringing a wealth of experience from almost 20 years in a variety of corporate roles. This background has provided Maryanne with unique insight when analysing companies in her current role.

Maryanne’s corporate experience in mainly small to medium businesses included positions such as Chief Executive Officer and Chief Financial Officer, involving functions across auditing, accounting, strategy, management and general consulting. Among the companies that she worked at were Daniel Chen Group, Young Barnsdall & Joye which spanned retail fashion, manufacturing and accounting services industries.

Maryanne has a Bachelor of Business from the University of Technology, Sydney.

Years of experience: 1
Years at Perpetual: 0

Tom Horn is a Proprietary Research Analyst at Perpetual Asset Management. In this role, he is responsible for thematic research, supporting the development of Propriety Research and data analytics within the PAMA team.

Tom joined Perpetual Asset Management in August of 2021, having previously worked in the Equity Research team at Macquarie covering ESG.

Prior to this, he has worked at AECOM, & Interned at Deloitte in its Data & Artificial Intelligence Consulting team. 

Tom has a Bachelor of Business (Finance) & a Bachelor of Science in Information Technology (Data Analytics) from the University of Technology Sydney.

Years of experience: 28
Years at Perpetual: 8

Richard manages Perpetual Investment's responsible investment (RI) framework. Richard facilitates the consideration of environmental, social and governance (ESG) factors in investment team research, decision-making and ownership practices, and is the custodian of RI/ESG investment screens on relevant products. Richard continues to ensure that Perpetual works to meet its commitments as a signatory to the United Nations Principles of Responsible Investment (UNPRI).

Richard joined Perpetual in August 2012, following 19 years experience in investment markets, research and consulting. This included 12 years at Constellation Capital Management, an Australian equities boutique manager. Initially covering dealing, client management and back office tasks, Richard's final role at Constellation was as a Senior Portfolio Manager, which included portfolio management and stock research. Earlier roles included fund manager research at ASSIRT and investment consulting and superannuation administration at Mercer.

Richard has a Bachelor of Economics from Macquarie University, a Graduate Diploma of Applied Finance from FINSIA (FINSIA Fellow) and a Diploma of Superannuation Management from ASFA.

Years of Experience: 5
Years at Perpetual: 4

Harry Agnew is a Responsible Investment Analyst at Perpetual Investments. In this role, he is responsible for assisting in managing the ethical and SRI screening processes for our ethical funds and mandates, managing external ESG research and data, contributing to internal ESG research and integration efforts, policy and procedure setting, ESG reporting and disclosure, and our other responsible investment obligations as needed, such as corporate sustainability reporting, proxy voting and other ownership and stewardship investment activities.

Harry joined Perpetual Asset Management Australia in February 2018 as part of the graduate program, completing rotations across business divisions including Product, Client Solutions & Strategy, Client Services and Investment Specialists. Prior to this, he worked as a research analyst for a leading Australian infrastructure funds manager.

Harry has a Bachelor of Arts (Economics) from the University of Sydney and has completed the Applied Responsible Investment and Advanced Responsible Investment Analysis courses at the PRI Academy. He is currently undertaking post-graduate study at the Macquarie Business School’s Applied Finance Centre and at the PRI Academy.

Years of experience: 39

Years at Perpetual: 16

Michael Korber is Managing Director, Credit & Fixed Income and is responsible for the ongoing strategic review and development of process, reviewing the weekly credit process and reviewing the analysis of all new credit securities. Michael joined Perpetual in August 2004. 

Michael has over 39 years industry experience and prior to joining Perpetual worked as the first Head of Credit at Macquarie Funds Management, spending six years developing its credit investment processes and building the business from inception to over $7 billion in funds under management.

Prior to this, he spent seven years as Divisional Director in Corporate Banking and four years as second in charge to the Head of Macquarie Bank Credit. Earlier, he had spent five years as a Credit Analyst with Westpac Corporate Banking.

Years of experience: 29
Years at Perpetual: 17

Vivek is Head of Fixed Income and joined Perpetual in 2004. He has over 28 years of experience spanning accounting, finance, investments, governance and risk management. He has managed multi-billion dollar fixed income, credit and currency portfolios and his role involves credit analysis, trade execution and portfolio construction.

Previously, he spent nearly 8 years at Macquarie Bank in roles including Assistant Portfolio Manager (Credit, Global Fixed Interest and FX), Credit Analyst, Compliance Manager (Funds Management Group) and Operational Risk Analyst (Internal Audit). Prior to this, Vivek spent almost 4 years at Coopers & Lybrand (PwC) as an accountant / auditor.

He's aimed to give back to the communities, organisations and people with whom he's connected. Vivek joined the Board of The Deaf Society of NSW in 2011 and currently serves as Director and Treasurer. He joined Perpetual's Diversity Council in 2012, chaired by Perpetual's CEO. Since 2010, Vivek has regularly mentored university students, colleagues & finance industry professionals, leading the Fixed Income stream for Perpetual's Investment Analyst Program.

He was awarded the 2011 Financial Services Institute of Australasia (FINSIA) Hugh DT Williamson Performance Scholarship, an award recognising professional accomplishment, social responsibility and leadership. In 2011, he was also awarded a not for profit directors scholarship from the Australian Scholarship Foundation.

Years of experience: 29

Years at Perpetual: 17

Greg has over 28 years experience in investment management, accounting and risk management. He has researched and analysed credit markets on both the buy side and sell side for over a decade and through multiple cycle. His research role is broad, he covers the bank and financial sector and is a credit signatory.  Greg is also a senior portfolio manager responsible for trade execution and portfolio construction for Perpetual's bond fund, absolute return fixed interest fund and exact market cash funds.

Prior to working at Perpetual, Greg had a similar research and portfolio management role at Macquarie Funds Management. And while at Macquarie Bank for over six years he had roles in debt markets research, risk and accounting. Earlier, Greg worked at PriceWaterhouseCoopers as a chartered accountant over six years.

Years of experience: 19

Years at Perpetual: 13

Thomas is Senior Portfolio Manager in the Credit & Fixed Income Team at Perpetual and joined the team in May 2010. He focuses on the management of the treasury portfolios. 

Prior to this, his most recent role was within Perpetual's Research and Analytics Team. In this role Thomas was dedicated to supporting the Fixed Income & Credit Team with provision of Investment Analytics such as attribution and portfolio analysis, and the active asset allocation process for Perpetual's Balanced Funds.

Thomas has approximately 19 years of industry experience. He comes from an investment management background having previously worked in a number of roles including Investment Analyst at Prodigal and Dealer at CMC Markets.

Thomas has a Bachelor of Economics from Sydney University and is a Chartered Financial Analyst.

Years of experience: 17

Years at Perpetual: 10

JP is Senior Dealer/Associate Portfolio Manager, responsible for relative value analysis, short-end trades and primary dealing. He started at Perpetual as a Senior Research Analyst in July 2010, before joining the Credit & Fixed team as a Market Analyst/Dealer.

Previously JP worked as an Investment Manager at Zurich Investment Management responsible for overseeing Zurich's balance sheet assets and sub-advised portfolios. Prior to this, he held various investment roles at MLC including an Investment Analyst.

JP holds a Bachelor of Arts with Honours in Business and Management and completed a Master of Applied Finance at Macquarie University.

Years of experience: 8
Years at Perpetual: 4

Michael Murphy is a High Yield Analyst at Perpetual Investments, focusing on the high yield and private debt markets

Michael joined Perpetual Asset Management Australia in October 2018, having previously worked as an Investment Associate at Metrics Credit Partners, responsible for covering leveraged finance and corporate private debt.

Prior to this, he was an Associate Credit Analyst at Morningstar and before that, a Credit Risk Analyst at Commonwealth Bank.

Michael has a Bachelor of Engineering (1^st class honours) and Bachelor of Economics from the University of Adelaide, along with a Master of Philosophy (Economics) from the University of Oxford.

Years of experience: 12
Years at Perpetual: 0

Simon Poidevin is Senior Credit Analyst at Perpetual Asset Management. His analytical sector coverage includes corporates, infrastructure and utilities. 

Simon joined Perpetual Asset Management in May 2022, having previously worked for 7 years at Moody’s Investors Service in Dubai and Sydney. Prior to joining Perpetual, Simon held a position as lead credit analyst within the project and infrastructure team in Sydney, covering mostly investment grade issuers in the infrastructure and utilities sectors. 

Prior to this, he was a credit analyst at Société Générale in Dubai, with a focus on oil and gas and infrastructure assets. 

Simon holds a Master in Management from EM Lyon Business School (France), majoring in Finance.

Years of experience: 9
Years at Perpetual: 0

Benjamin Chan is Credit & Private Debt Analyst at Perpetual Asset Management. In this role, he is responsible for performing credit analysis for corporate credit and loan issuers.

Benjamin joined Perpetual Asset Management in May 2022, having previously worked at EY, within their Strategy and Transaction division, specifically within the Capital and Debt Advisory team, providing debt advisory services across a range of industries.

Prior to this, he worked within Optus’ corporate strategy team, and before that he was an Associate Analyst at Moody’s Investors Service.

Benjamin has a Bachelor of Applied Finance and Bachelor of Commerce – Accounting from Macquarie University.

Years of experience: 19
Years at Perpetual: 7

Thomas joined Perpetual Asset Management Australia in June 2014 and is the Portfolio Manager for the Perpetual Global Innovation Share Fund. In addition to portfolio management, Thomas also has a focus on global technology and digital entertainment.

Prior to joining Perpetual, Thomas spent 11 1/2 years at PM Capital, where he was most recently Portfolio Manager of the PM Capital Australian Opportunities Fund. Prior to this role he was an analyst covering the internet, retail, and healthcare sectors both domestically and globally.

Thomas holds a Bachelor of Commerce (First Class Honours) and a Bachelor of Economics from Monash University.

Years of experience: 15
Years at Perpetual: 7

Andrew is a Global Equities Analyst primarily covering global life sciences, vertical software, and industrial technology for the Perpetual Global Innovation Share Fund. Andrew joined Perpetual in August 2014.

Prior to joining Perpetual Andrew spent 8 years at Five Oceans Asset Management covering financials, industrial services and technology. He has also held roles as a management accountant with Zurich Financial Services and Thomson Reuters.

Andrew has a Bachelor of Commerce (Honours) from the University of Auckland.

Years of experience: 16
Years at Perpetual:  3

Mark Skurnik is a Global Equities Analyst with significant international and local experience and primarily covers global fintech and renewables along with the Asian region for the Perpetual Global Innovation Share Fund.

Mark joined Perpetual in January 2018. He previously spent 12 years at Fidelity International in Hong Kong, most recently as Portfolio Manager. Prior to this role, he was Director of Research and worked as an analyst across the financials, energy and utilities sectors.

Mark is a CFA Charterholder and has a Bachelor of Commerce degree from University of New South Wales.

Years of experience: 1
Years at Perpetual: 1

Emmily Lau is Global Equities Analyst at Perpetual Asset Management covering the internet sector for the Perpetual Global Innovation Share Fund.

Emmily joined Perpetual Asset Management in February 2021 as part of the Graduate Program, completing rotations across business divisions including Investment Compliance. 

Prior to this, Emmily completed internships at Munich Re, PwC and at the British Chamber of Commerce. 

Emmily has a Bachelor of Laws (Honours) and a Bachelor of Finance from the Australian National University.

Years of experience: 22
Years at Perpetual: 7

Michael is Head of Multi Asset for Perpetual Investments. In this role he is responsible for the suite of Multi Asset Funds and capital markets research.

Michael joined Perpetual in June 2014 and has 18 years finance industry experience. Prior to joining Perpetual Michael worked at JANA for 13 years, and held a number of positions across research, consulting and portfolio management, including Head of Investments, Implemented Consulting.

Earlier in his career Michael held a variety of positions at UBS, Morgan Stanley and Barclays Capital in both Australia and the United Kingdom.

Michael holds a Bachelor of Business (Economics and Finance) from RMIT University and is a Vincent Fairfax fellow.

Years of experience: 33
Years at Perpetual: 3

Geoff Ryan is Portfolio Manager for Diversified Strategies at Perpetual Investments. In this role, he is responsible for the portfolio management of the diversified funds and tactical asset allocation.

Geoff joined Perpetual Asset Management Australia  in June 2018, having previously worked for five years as Investment Manager, Risk & Strategy for Commonwealth Superannuation Corporation where he developed and implemented the Fund’s dynamic asset allocation process.                

Prior to this, he worked at Black Rock / Merrill Lynch, where he held various roles in the multi-asset division. Most recently he was Portfolio Manager, Balanced Funds and Portfolio Manager, Overlays as well as Strategist, Fundamental Global Macro Funds.

Geoff has a Bachelor of Economics (Honours).

Years of experience: 39
Years at Perpetual: 6

David Hudson is the Head of Asset Allocation within the Multi Asset team for Perpetual Asset Management Australia. In this role, David is part of the portfolio management team managing all multi asset funds. He is responsible for generating and implementing active asset allocation ideas and the strategic asset allocation of multi asset funds.

David is a proven portfolio manager with almost two decades experience in multi asset portfolio management including 14 years as the lead portfolio manager of diversified funds at BlackRock Investment Management. David has a strong fundamental background in macroeconomics and all asset classes.

David has also held positions as an equity strategist at Bankers Trust Investment Management; fixed income strategist and senior economist at Bankers Trust Investment Bank; and as a senior adviser to the Prime Minister. He started his career as an economist with the Commonwealth Department of Treasury in the early 1980s.

David has an Honours degree in Economics from Adelaide University.

Years of experience: 26
Years at Perpetual: 16

Matt Sherwood is Perpetual’s Head of Investment Strategy, Multi Asset. In this role, Matt is responsible for monitoring, analysing and forecasting earnings growth, interest rates, currencies, economic growth and policy implications across major regions.

Matt joined Perpetual Asset Management Australia in 2005 and his viewpoints and analysis of international developments are frequently sought by policymakers, opinion leaders and investors in Australia and Asia. These include television news networks such as Reuters, CNN and Bloomberg in Asia and Sky News, SBS and the ABC in Australia. His opinions have appeared in many newspapers including the Wall Street Journal, Washington Post, the New York Times and Australian Financial Review.

Matt has previously been a panel member which discussed macro issues with the US Federal Reserve on a quarterly basis and has briefed the BIS on several occasions on balance sheet issues facing the global economy. His current research focus is on the global trade war and whether monetary policy can prevent a serious downdraft in growth and regional sharemarkets.

Matt is a published author of the book titled ‘Intelligent Investing’ and began his career as a Senior Economist at the Reserve Bank of Australia, where he gained significant experience in monetary policy formulation and undertook detailed research into the equity risk premium, currency markets and business investment.

Matt has a Bachelor of Business from the University of Newcastle and a Masters Degree in Economics (Finance and Econometrics) from the University of Sydney. Matthew has also held a lecturing position with Kaplan Education (formally FINSIA) between 1997 and 2010 and has also lectured MBA classes from Case Western Reserve University in the United States.

Years of experience: 9
Years at Perpetual: 9

Russell Turner is a Portfolio Manager in the Multi Asset team for Perpetual Asset Management Australia. In this role, he assists the ongoing development of macro-economic modelling, the evolution of dynamic asset allocation process and undertakes manager research.

Russell joined Perpetual Asset Management Australia in July 2015, having previously worked as the Business Manager to Geoff Lloyd, Perpetual's CEO. Prior to this, he was a Graduate in Perpetual Private.

Russell has a Bachelor of Laws, Bachelor of Science, majoring in Applied Mathematics and a Master of Commerce, majoring in Applied Finance and is a Chartered Financial Analyst.

Years of experience: 17
Years at Perpetual: 7

Rema Elias is an Investment Analyst in the Multi Asset team for Perpetual Asset Management Australia. In this role, she will assist with the portfolio management of smart beta portfolios and the implementation of tactical asset allocation positions.

Rema joined Perpetual Asset Management Australia in July 2014, having previously managed the Performance and Analytics team at BNP Paribas. Prior to this, she was a Senior Performance Analyst at RBC Investor and Treasury Services.

Rema has a Bachelor in Mathematics and Finance.