Our Team

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cio

CHIEF INVESTMENT OFFICER

The Chief Investment Officer is the leader of the SMF. The CIO works very actively with all teams and is responsible for ensuring that all internal fund processes are working effectively and efficiently. The CIO signs off on the investment processes used by the sub-teams.

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student managed fund

 

ACTIVE AUSTRALIAN EQUITY TEAM

The Active Australian Equities (AAE) team consists of a group of high achieving students who are responsible for researching, analysing and recommending investments in Australian listed companies. The AAE team manages approximately half the portfolio.

The AAE team works hard to find undervalued stocks that offer the potential to provide the Fund with strong and reliable long-term returns. This team takes the concepts and models taught in the classroom and applies them in the real and ever-changing financial market.

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student managed fund

 

ASSET ALLOCATION TEAM

The Asset Allocation (AA) team is responsible for setting the allocation of assets within the Fund. It does this through managing holdings within the other half of the Fund not managed by the AAE team. 

The AA team is a small pool of highly talented students who specialise in researching and formulating investment recommendations regarding the allocation of asset classes. The AA teams’ recommendations are facilitated through the purchase and sale of exchange traded funds (ETFs).

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student managed fund

 

RISK & COMPLIANCE TEAM

The Risk and Compliance (R&C) team is responsible for identifying and managing the various risks within the fund, reporting of performance, and ensuring that the Fund complies with policy.

The R&C team consists of hard-working students who perform a variety of tasks including risk management, compliance monitoring and performance evaluation. They constantly monitor developments to ensure that stock performance, ESG scores and company management are stable.

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student managed fund

 

RELATIONSHIP TEAM

The Relationship team is responsible for communicating with external parties and promoting the SMF.

The Relationship team consists of future PR and management leaders who specialise in creating promotional material for the fund, engaging with external parties to find highly talented guest speakers, and preparing SMF reports.

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course convenor

COURSE CONVENOR

The Course Convenor is responsible for the management of the SMF courses. This includes recommending students to receive invitations to enrol and assigning students to roles. The Course Convenor also helps the CIO set the agenda for SMF team meetings and authorises investment recommendations to be considered by the IAC.

Dr Anna von Reibnitz

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fund convenor

FUND CONVENOR

The Fund Convenor holds the delegation to make investments on behalf of the SMF, once they are endorsed by the IAC. They are also responsible for ensuring that the assets are managed in accordance with the policy of the University and the Fund, and is custodian of the key SMF policy documents  the Charter and Governance Structure, and the Investment Policy Statement. The Fund Convenor is Chair of the IAC.

Associate Professor Geoff Warren


 

PAST STUDENT MANAGED FUND TEAMS

Meet past SMF teams who have left behind a legacy in the form of invaluable contributions to the Fund.

SEMESTER 1 2018

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student managed fund

L-R: Geoff Warren, Vipul Nijhawan, Harrison Papworth, Sarah Zhu, Zhongxi Zheng, Victor Managala, Ben Rada Martin, Alex Mai, Wayne Wang, Lanyu Zhang, Zhan Zhang, Olaide Yinka-Kehinde, Isabella Mortimore, Anna Von Reibnitz.

SEMESTER 2 2018

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student managed fund

L-R: Anna Von Reibnitz, Geoff Warren, Ruixin (Chasel) Chi, Chuxuan (Jessie) Jiang, Aiyun (Stephanie) Li, Lanyu Zhang, Victor Managala, Isabella Mortimore, Alex Mai, Rory Roche, Saurav Patel, Azmina Hossain, Jak Carty, Harrison Papworth, Hongyi (Leon) Xu, Zhongxi Zheng, Jiaqi (Leon) Liu, Zhan Zhang, Wayne Wang. Absent: Chenxuan (Charles) Zhang

SEMESTER 1 2019

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student managed fund

L-R:Geoff Warren, Hongyi  Xu, Anna von  Reibnitz, Sophie Lebang, Jak Carty, Harrison McKenzie-McHarg, Alisha Nath, Khurshed Mehta, Alaina Warwick, Dalton Tham, Charles Zhang, Lachlan Phillips, Luke Farrer, Chuxuan  Jiang, Aiyun Li, Azmina  Hossain, Saurav Patel, Sahibjeet  Bains, Jiaqi  Mao, Chaoqi  Lin.

SEMESTER 2 2019

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SMF-Group-Main-

L-R: Anna von Reibnitz, William Ranson-Smith, Ash White, Rocky Lagudi, Chaoqi (Shawn) Lin, Alisha Nath, Luke Farrar, Dalton Tham, Harrison McKenzieMcHarg, Alaina Warwick, Khurshed Mehta, Lachlan Phillips, Sahibjeet Bain, Todd O’Dea, Charya Kannangara, Yanfei (Victoria) Rao, Sophie Lebang, Jiaqi (Karen) Mao, Geoff Warren, Jia Jun Desmond Ng.

SEMESTER 1 2020

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SMF Photo 2020 S1

L-R: Anna von Reibnitz, Eric Gittleman, Rocky Lagudi, Yanfei (Victoria) Rao, Abhay Madan, Todd O’Dea, Chenfan (Winnie) Wei, William Ranson-Smith, Bernice Choi, Angus Lloyd, Ash White, Charya Kannangara, Matthew Pham, Ulrika Yui Ting Li, Shengchang (Albert) Zhang, Geoff Warren, Michael Oates, Nick Collings

SEMESTER 2 2020

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ANU SMF 2020 S2 Group Photo

L-R: Bernice Choi, Chenfan (Winnie Wei), Josh Campbell, Associate Professor Geoff Warren, Nicholas Collings, Dr Anna von Reibnitz, Isabel Gray, Qing (Julie) Zhu, Eric Gittleman, Sida Li, Sailendra Sanku, Angus Lloyd, Albert Lake, Michael Oates, Arnav Chopra, Zhenyu (Alicia) Sun, Matthew Pham, Yao Xiong, Shalini Arokiasamy Rajkumar, Ulrika Yui Ting Li, Qifan (Cheryl) Yang

SEMESTER 1 2021

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ANU SMF 2021 S1 Group Photo

L-R: Albie Lake, Jingxin (Ben) Mai, Yuchen (Ricky) Yang, Qing (Julie) Zhu, Josh Campbell, Seonghyun Yong, Jonny Lang, Lachlan Scott, Petal Wang, Jay Aluwihare, Jing (Jean) Ran, Max Burrows, Yao Xiong, Geoff Warren, Isable Gray, Zhenya (Alicia) Sun, Arnav Chopra, Sida Li, Felix Jones, Anna von Reibnitz, Michael Searle, Xinyi (Alice) Wang

SEMESTER 2 2021

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SMF 2021 S2 Team photo

L-R: Geoff Warren, Sam Watson, Liying Xue, Lachlan Scott, Julie Lin, Michael Searle, Zac Taylor, JQ Tay, Jay Aluwihare, Max Burrows, Jing (Jean) Ran, Seonghyun Yong, Liam Asmaro, Yuchen (Ricky) Yang, Jonny Lang, Xinyi (Alice) Wang, Felix Jones, Jingxin (Ben) Mai, Dan Dwyer, Hannah Young, John Boyd, Anna von Reibnitz, Petal Wang