Australian Ethical hires equities PM

Natalie Tam
NATALIE TAM
Australian Ethical Investment Limited - Portfolio Manager - Systemic Equities
APPOINTMENT
Australian Ethical Investment Limited
AUSTRALIAN ETHICAL INVESTMENT LIMITED
Date: 4 December 2023
Position: Portfolio Manager - Systemic Equities
By Elizabeth Fry

Australian Ethical Investment has appointed a former abdrn deputy head of Australian equities as the portfolio manager of systematic equities.

Natalie Tam will be responsible for Australian Ethical's diversified shares and international shares funds.

She joins Australian Ethical from Perpetual Limited, where she worked for six months as a portfolio manager, looking after $5 billion in direct equities.

Tam previously spent 18 years abrdn, where she held various roles, including deputy head of Australian Equities.
Earlier this year, she oversaw the equities team when Michelle Lopez left to join Pie Funds as head of Australasian equities.

At abdrn, Tam managed the Sustainable Australian Equity Fund and the Australian Small Companies Fund.

Tam joined abdrn in 2005 from Deutsche Bank where she was a media research analyst.

She also held roles at investment banker Rothschild  Coca Cola Amatil and Royal & Sun Alliance.

Australian Ethical chief investment officer Ludovic Theau said Tam's appointment reflects the fund's focus on strengthening its investment team across all asset classes.

"We're building out a systematic equities platform that we believe will become an increasingly integral part of Australian Ethical's overall investment offering," he said.

"Ms Tam's depth of experience in equities and portfolio management made her the ideal appointment for this newly created position."

Australian Ethical has 11 managed funds, including Australian Shares, International Shares, High-Growth, Emerging Companies, and Fixed Income funds.

Last year, it launched High Conviction Fund, and in September, a Moderate Fund, followed by a Conservative Fund in October.