Lonsec Group Investment Governance

All Lonsec Investment Solutions portfolios are overseen by Lonsec’s various internal investment committees. The committees include our asset allocation, security selection, portfolio manager oversight and portfolio management committees which are all comprised of senior members of the Lonsec Investment Solutions team, as well as a panel of independent investment experts.

Product Investment Oversight Committee

Dr Steve Garth

Independent Chair

Mike Wright

Lonsec Group CEO

Bruce Hawkins

Chief Operating Officer

Deanne Baker

Portfolio Manager

Nathan Lim

Executive Director – LIS, CIO

Committees

Asset Allocation Investment Committee (LIS AAIC)

Nathan Lim (Chairperson), Deanne Baker, Veronica Klaus, Emmanuel Calligeris, Phil Graham, Waylen Ramsey (Secretary)

IPL Asset Allocation Investment Committee (IPL AAIC)

Nathan Lim (Chairperson), Paul Dortkamp, Tim Farrelly, Nick Field, Chris Robertson, Chris Smith, Waylen Ramsey (Secretary)

Security Selection Committee (SSC)

Nathan Lim (Chairperson), Veronica Klaus, Nick Ward, Nick Field, Brook Sweeney, Eleanor Menniti, Chris Robertson, Ron Mehmet, Deanne Baker, Danial Moradi, Waylen Ramsey (Secretary)

Portfolio Manager Oversight Committee (PMOC)

Nathan Lim (Chairperson), Deanne Baker, Veronica Klaus, Danial Moradi, Nick Field, Waylen Ramsey (Secretary)

Portfolio Management Committee (PMC)

Nathan Lim (Chairperson), Deanne Baker, Danial Moradi, Nick Field, Chris Robertson, Veronica Klaus, Ron Mehmet, Brook Sweeney, Nick Ward, Eleanor Menniti, Waylen Ramsey (Secretary)