Portfolio Perspectives Podcast

About the host

Nathan Lim
Executive Director & Chief Investment Officer, Lonsec Investment Solutions

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Nathan Lim is the Chief Investment Officer at Lonsec Holdings. He is responsible for building and managing Lonsec’s suite of investment solutions, devising strategies for growth and acting as the liaison with the market.

He was previously with Morgan Stanley Wealth Management from 2016 to 2023, holding senior roles in Sydney and Hong Kong, where he developed their multi-asset investment approach, which was recognised by the Institute of Managed Account Professionals as the winner in the 2021 Multi-Asset and Licensee Managed Account categories.

Before Morgan Stanley, Nathan was with Australian Ethical Investment, managing the Australian Ethical International Shares Fund, which won the Best International Equities Award from the Australian Fund Manager Foundation in 2014. He started his career in 1995 and has extensive experience in asset management, research and stockbroking that has taken him across Asia, North America, the Middle East and Australia.

Nathan is a frequent speaker and writer on global market issues, has a Bachelor of Commerce from the University of British Columbia, is an Honorary Adjunct Professor with the University of Technology Sydney Business School and is a CFA® charterholder.

Disclaimer

IMPORTANT INFORMATION: This recording is published by Lonsec Investment Solutions Pty Ltd (LIS) ACN: 608 837 583, a corporate authorised representative (CAR number: 1236821) of Lonsec Research Pty Ltd ABN: 11 151 658 561 AFSL: 421 445 (Lonsec Research). LIS provides this recording for the exclusive use of its clients/financial advisers. It is not intended for use by a retail client or a member of the public and should not be used or relied upon by any other person.

WARNING: Past performance is not a reliable indicator of future performance. Any express or implied rating or advice presented in this recording is limited to “general advice” and based solely on consideration of the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs of any particular person. The listener should obtain and consider the Investment Statement or the Product Disclosure Statement for each financial product before making any decision about whether to acquire the financial product.

DISCLAIMER: Financial conclusions, ratings and advice are given on reasonable grounds held at the time of completion (refer to the date of this recording) but subject to change without notice. LIS assumes no obligation to update this recording following publication. Except for any liability which cannot be excluded, LIS and Lonsec, their directors, officers, employees, and agents disclaim all liability for any error or inaccuracy in, misstatement or omission from this recording or any loss or damage suffered by the listener or any other person as a consequence of relying upon it. Please read the full disclosures and disclaimers accompanying this recording before making any investment decisions.

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