Credentials: BBus (Eco&Fin), CFA
Joshua has been in financial services for over four years with the majority of his experience obtained during his time as an Investment Analyst at Lonsec in the Fixed Income team. Joshua was primarily responsible for reviewing domestic and global fund managers with his coverage of strategies including cash, income, corporate credit, syndicated loan, high yield, securitised and unconstrained portfolios. Additionally Joshua also covered a range of Multi-Asset portfolios ranging from traditional diversified to real-return and multi-manager strategies. As a Fixed Income & Cash Analyst, Joshua is responsible for helping maintain and manage U Ethical’s fixed income and cash products. Joshua holds a Bachelor of Business (Economics and Finance) from RMIT University and is a CFA Charterholder.
Ethical investing is core to my own personal values considering its increasing importance in facilitating sustainable outcomes and positive impact on future generations. Through capital markets, investors are able to help shape the world around them for the better. I look forward to helping facilitate those aspirations via U Ethical’s investment capabilities.