The Advance Multi-Blend Funds are built and monitored by our investment team – experts with an average of more than 20 years' experience in financial markets.
At Advance we hand-pick the best available investment managers in the market to create a unique suite of diversified and single sector multi-manager investment solutions that deliver the best risk/return balance for our investors.
Martyn joined BT Investment Solutions (BTIS) in July 2016 following his appointment as Chief Investment Officer. Martyn is responsible for the investment management across the BT Investment Solutions portfolios, including Diversified funds, Sector funds, BT's MySuper Lifestage portfolios, Westpac Staff Super Accumulation and Defined Benefit Funds. Martyn brings with him more than 20 years investment experience and a wealth of financial markets knowledge, which encapsulates practical experience in selecting and managing investments. Martyn's investment experience is supported by a strong academic background in economics, mathematics and finance.
Martyn joined BTIS from BT Investment Management (BTIM) where he was Head of Diversified Strategies he had ultimate responsibility for portfolio performance and the success of a $12 billion diversified fund business. Martyn and his team were finalists in both 2015 and 2014 for the Money Management Fund Manager of the Year in the Multi-Sector and Asset Allocator of the year categories.
Prior to this, Martyn was Head of Investment Solutions at Russell Investment in Australia, where he advised clients on investment objectives, strategy, asset allocation, investment structure and manager selection. He was also responsible for the portfolio management of tailor-made portfolios.
Martyn holds an Institute of Investment Management Research Certificate, a Master of Arts (Finance and Investment) from the University of Exeter and obtained a Bachelor of Arts (Economics) with honours from the University of Central Lancashire.
Corrin joined BTIS in November 2015 in the role of Head of Diversified Portfolio Management and has more than 20 years' experience working across various industries, most recently as Manager, Investment Strategies at Sunsuper.
Corrin is responsible for delivering on the investment objectives for all the BTIS diversified portfolios (multi-manager and lifestage). In particular, he is responsible for the formulation and implementation of strategic asset allocations and oversees the tactical asset allocation/dynamic asset allocation processes, along with overseeing the meeting of regulatory requirements, reporting and the preparation of the relevant Board papers containing investment recommendations.
Prior to this Corrin has held a number of roles across a variety of industries including Russell Investment Group, lnTech, MCA NZ Limited, Watson Wyatt Worldwide and previous to that, Rolls Royce, Koeberg Nuclear Power Station and Aegis Insurance Company.
Corrin graduated from the University of Cape Town with a Bachelor of Science in Mechanical Engineering, and is a Fellow of the Institute of Actuaries of Australia.
Adrian joined BTFG in December 1999 and has more than 18 years' industry experience across investment strategy, product, and finance. Adrian is currently Head of Portfolio Construction and Sustainability and prior to this was Portfolio Manager covering AAM's sustainable investment practices and portfolio wide initiatives such as Superannuation investment strategies, including BTFG's MySuper portfolios. His experience in the team covers equities, property, and tailored portfolio solutions such as those appropriate for Foundations and defined benefit clients' portfolios, in addition he has significant transition management and portfolio restructuring experience.
In prior roles at BT, he was Head of Product and Business for investments, a member of the investment committee and had responsibility for product development, product management, investment implementation, transition management and business aspects of the team. Prior to BTFG, Adrian gained extensive financial services experience with Ernst & Young both in Australia and overseas.
Adrian holds the Certified Investment Management Consultant designation through Investment Management Consultants Association (2007), has a Bachelor of Commerce degree (with Merit) from the University of New South Wales and has been a member of the Institute of Chartered Accountants in Australia since 1993.
James joined BTIS in October 2016 as Head of Equities. Prior to this, he was Head of Equities Research – Australia and NZ for Russell Investments where he had responsibility for researching and recommending investment managers in Australian and New Zealand equities and Australian small companies. He also worked with other senior Russell leaders to develop and enhance Russell’s research capabilities and practice and was responsible for the design and development of the Russell Australian Responsible Investment ETF.
Prior to this, James was General Manager of Equities and a Director of Glebe Asset Management Limited from 1996-2004. Before moving into funds management in 1990, James had an extensive background in IT, working in a diverse range of financial and technical industries.
Kirsten joined BTIS in May 2016 as Head of Quantitative Analytics. Prior to this she was working within the BT Equities Derivative Trading team where she was mainly focussed on modelling tail risk exposures, derivative pricing and risk modelling, interest rate risk and balance sheet management across structured products and Protect to Grow strategies. Kirsten brings to the team close to 15 years sell side trading and quantitative modelling experience.
Kirsten has worked across most asset classes within Financial Markets; beginning as a Fixed Income research intern at Macquarie Bank, moving to WBC as a Graduate Trainee within Quantitative Risk, pre transitioning to the Front Office in Electricity Derivatives trading, modelling and risk management before moving to her prior role within the BT Equities Derivative Trading team.
Throughout her career in sell-side pricing, trading and modelling risk, Kirsten has developed extensive applied experience in Stochastic modelling (SDEs and PDEs), computational finance, numerical integration and optimisation techniques as well as Time Series modelling.
Kirsten has a Bachelor of Applied Finance (Econometrics/Applied Mathematics) and Masters of Applied Mathematics (by Research).
John joins the team in December as an Investment Specialist reporting to Head of Investment Specialists, Adrian Trollor. The team is responsible for the clear articulation of the investment philosophy and value proposition in addition to ensuring alignment between investor requirements and investment portfolios. John will play an integral role in representing the investment team to key clients across the business.
John joined the group in 2002 and has held numerous roles including managing key relationships for Advance's internal, external, platform and institutional distribution channels. Most recently he was Investment Specialist – Key Accounts within the BTIS Investment Distribution team.
John has more than 25 years' industry experience, and holds a Diploma in Insurance (ANZIIF), is RG146 compliant, and has completed his MBA studies at Macquarie University (MGSM).
Madelaine joins the team as a Analyst in December reporting to Adrian Trollor. Madelaine will provide support to the Investment Specialist team through provision of qualitative and quantitative analysis.
More recently Madelaine was an Analyst in the Risk & Governance team at BTIS and was responsible for mandate and SAA compliance and investment manager operational due diligence. Madelaine joined BTIS in 2015 as part of the BT Insurance and Investments Graduate Program.
Madelaine holds a Bachelor of Commerce (International) from the University of New South Wales, majoring in Economics. She is currently a Level I candidate in the Chartered Financial Analyst Program.
Rachel has joined the team as Investment Governance Officer reporting to Martyn Wild. Rachel will be responsible for ensuring best in class investment governance, assisting on policy, board papers and reviews.
Rachel joined the Westpac Group in January 2014 as Company Secretary, BT Financial Group for both the Superannuation and Funds Boards. More recently Rachel has been working with the General Manager for Superannuation & Investments, John Shuttleworth in the role of Business Manager.
Prior to joining the Group, Rachel worked at ANZ Wealth and MLC/NAB Wealth and started her career as a graduate at Munich Reinsurance.
Rachel has qualifications in law and political science from the Australian National University and post graduate qualifications in corporate governance from the Governance Institute of Australia. Rachel has also spent time at the University of California, Berkeley and with Campaigns & Elections Magazine in Washington, D.C.
Luke has 6 years’ industry experience across investment strategy, manager selection, asset allocation and risk modelling. Luke currently works within the Portfolio Construction Team focusing on the construction of Superannuation investment strategies, including BTFG’s MySuper portfolios. His experience in the team covers derisking strategies, portfolio solutions, defined benefit investment and liability portfolios and broad asset class selection.
In prior roles, Luke worked at Aon Hewitt in the UK providing investment advice to both UK and international based defined benefit pension schemes, ranging from £100m - £17bn in size. This role provided extensive experience in investment strategy, liability driven investing, asset allocation, risk modelling and investment implementation. Luke was also responsible for the review and monitoring of custodians, transition managers and securities lenders.
Luke is a Fellow of the Institute of Actuaries, has a Master of Mathematics degree (Honours) from the University of Manchester (UK) and a Master of Science from Imperial College London (UK). Luke has been a member of the Institute of Actuaries since 2010.
Elizabeth joined BT Investment Solution in June 2016 as the Senior Research Manager responsible for the researcher review and reporting processes for BTIS Investment Strategies, liaising with investment managers, research houses, investment committees and the Advance investment team.
Prior to joining BTIS, Elizabeth was an Analyst at BT Financial Group in the Investment Research & Governance team where she was part of a team that has primary responsibility for monitoring and oversight of approximately $90bn in investments across BT’s Platform, Superannuation and proprietary Asset Management businesses. Prior to this, Elizabeth has also held roles in Stockbroking and Financial Planning firms.
Elizabeth holds a Bachelor of Business (Finance & International Business) from the University of Technology Sydney.
James joined Advance Asset Management (AAM) in 2007. James is part of the Asset Allocation team. James previously held a seconded portfolio management role to the Advance Property Securities Multi-blend portfolio and was responsible for portfolio implementation, manager research and strategy review, and successfully oversaw the implementation of the portfolio throughout the 2009/10 business migration between BT Financial Group and AAM.
James formally joined St. George Investment Solutions in October 2007 as an Investment Analyst responsible for the management of the asset allocation re-balancing strategy across diversified portfolios, management of cash flows and liquidity levels across all funds, and execution of transactions on portfolio transitions. James also assisted Portfolio Managers in Australian equities and Australian Smaller Companies in manager research, portfolio construction and portfolio implementation.
Prior to joining Investment Solutions James work with St George Private Bank as a Wealth Support Officer and also held the position of a Review Coordinator, developing strategic portfolio review documents for Private Banking clients.
James graduated from Sydney University with a Bachelor of Agricultural Economics in March 2006 and has passed level 2 CFA.
Daniel joined BT Investment Solutions (BTIS) in November 2015 as Portfolio Manager, and has over 14 years industry experience across investment management and structured finance.
Prior to joining BTIS, Daniel spent over 5 years as a senior analyst in the multi-manager team as the lead on fixed interest and alternative credit portfolios and was responsible for manager research and selection, portfolio construction and researching new opportunities across various asset classes. Daniel also spent 5 years first as a senior analyst then as the Investment Director for FuturePlus Financial Services where he was responsible for advising on manager selection, portfolio construction and asset allocation to the Energy Industry super fund. Other prior roles include Senior Investment Analyst at Auscoal super and Maritime super and for several years as an analyst in the structured finance sector with Moodys Investor Service and AMP Ltd.
Daniel received a Bachelor of Commerce from the University of New South Wales in 2002. He is also a CFA Charterholder and member of the CFA society of Sydney. He is currently undertaking the last subject for a Master of Applied Finance degree with Macquarie University.
Sonia joined BT Investment Solutions (BTIS) in November 2015 as Portfolio Manager with over 13 years experience in financial services, and 11 years in funds management.
Prior to BT, Sonia spent 8.5 years in the Colonial First State Investments team where she was responsible for undertaking research of investment managers and portfolio construction for the FirstChoice multi-manager product range (circa $34Bil). In her position as Senior Investment Manager, Sonia was the Australian Equity sector specialist and managed the large cap, small cap and lower volatility strategies (circa $6Bil) for over 2 years. Before taking the lead on Australian Equities Sonia was portfolio manager of the FirstChoice Global Listed Infrastructure, Emerging Market Equity and Listed Property portfolios, and back up on various asset classes in Investment manager and analyst positions. In addition, Sonia was heavily involved in implementation strategies, and managed the transition manager relationships and panel.
Sonia joined the Colonial First State Investments upon completion of a 2-year wealth management graduate program with the Commonwealth Bank where she completed rotations across Commonwealth & Colonial Products, Colonial First State Global Asset Management and Colonial First State. She has also worked for HSBC Bank Australia in retail sales and corporate banking.
Sonia has a Bachelor of Commerce/Bachelor of Arts (Asian Studies) from Curtin University of Technology, Perth, WA, majoring in Finance and Chinese (Mandarin). She has also received the CIMA designation from the Investment Management Consultants Association Australia.
Joanna initially joined Asset Management (AAM) in 2013 as a Cashflow Analyst. Joanna has 2.5 years’ experience in the financial services industry.
Prior to joining AAM, Joanna worked for 1.5 years at The Trust Company, where she was responsible for the establishment and management of Trust funds.
Joanna holds a B.Bus (Finance and Mathematics) degree from the University of Technology, Sydney.
Karishma was appointed to the role of Analyst within the BTIS team in June 2015. Karishma joined BTFG in 2014 as part of the BT Insurance and Investments Graduate Program and worked at Advance Asset Management as a Reporting Analyst following the completion of the program. Karishma is primarily responsible for providing support to the portfolio management team, including special projects, file notes on managers and financial markets commentaries and gathering relevant investment information for research papers.
Karishma holds a Bachelor of Commerce (1st Class Hons) from the University of New South Wales, having majored in Finance and is currently a Level 1 candidate of the Chartered Financial Analyst Program.
Prior to his role as Portfolio Analyst for BTIS, Dominic worked as a Director and Senior Equity Analyst for eQR Securities within the investments business of BT Financial Group. He is responsible for fundamental stock and sector specific research across mining, mining services, building and construction, and transportation.
Together with stock and sector research, Dominic assisted with broader equity market strategies and the management of the eQR Portfolios through risk and attribution analysis.
Dominic currently sits on a number of investment committees run by independent financial advisory firms.