Responsible Investing

In 2022 Elisa also became the Portfolio Manager of the Magellan Core Global Fund. Prior to Magellan, Elisa spent two years as an analyst at APRA, primarily stress testing and supervising Australian financial institutions. Elisa also worked at Macquarie Group as an equity analyst covering banks and at NYSE Euronext Paris in surveillance and research.

Elisa holds a Bachelor of Commerce (Honours) from the University of Wollongong and a Doctor of Philosophy from the University of New South Wales.

At Magellan, Amy is responsible for setting policies and frameworks for ESG integration and stewardship which forms a key part of Magellan’s Investment philosophy. Amy leads the Magellan ESG team and works closely the investment team to integrate ESG into Magellan’s investment process and implement the Stewardship strategy, through voting and engagement. Prior to Magellan, Amy worked at Aware Super, for almost four years as Manager, Responsible investments. Prior to Aware Super, Amy worked at J.P. Morgan in equity roles for 12 years and spent nearly 5 years in finance and strategy roles at the Commonwealth Bank of Australia. Amy holds a Bachelor of Maths & Finance (Honours) from the University of Technology in Sydney.

Alan has managed Magellan’s Unconstrained Global Equity Strategy since its inception in December 2021 and is also the Portfolio Manager for Magellan’s active global equity Sustainable strategies. These include the US Sustainable Strategy since 2017 and the Magellan Global Sustainable Strategy since 2023. In 2022 Alan was appointed as co-portfolio manager for the High Conviction Strategy. Alan was the Head of the Financials Team between 2016 and 2022 and continues to research financial companies. Alan is a member of Magellan’s Investment Committee.

Prior to Magellan, Alan spent nearly seven years as an analyst and portfolio manager at Maple-Brown Abbott, primarily covering financials in Asia ex-Japan. Alan also worked for six years as an economist at the Reserve Bank of Australia, spending time as a banking sector analyst and in the Reserve Bank’s business liaison program. Alan holds a Bachelor of Economics (Honours) from the University of Tasmania.

Before joining Magellan, Jacqueline was a Manager in the Climate Change & Sustainability team at KPMG and previously worked as a financial statement auditor. Jacqueline holds a Bachelor of Environmental Science and a Masters of Accounting & Marketing, both from the University of Adelaide. Jacqueline is also a qualified Chartered Accountant.