Menu
Credentials: BComm, MBA, CFA
Jon is responsible for investment strategy and provides oversight of the U Ethical portfolios including risk management and implementation of our Ethical Investment Policy. Jon is also the portfolio manager for the U Ethical Growth Portfolio. He has over 15 years’ experience in the financial services industry, in Australia and the UK, with previous roles in equities research and wealth management. Jon holds the Chartered Financial Analyst (CFA) designation and a Masters in Business Administration (MBA) from Melbourne Business School.
"Ethical investing helps make the world a better place for future generations, which is important to me. We look to avoid companies that are harmful to society and the environment, as well as targeting those that have a positive impact. We also make a difference through active engagement and proxy voting that can directly impact the actions of companies."
The information provided is general information only. Before acquiring a U Ethical product, you should read the disclosure document(s) for the product and seek independent advice to ensure it is appropriate for your particular objectives, financial situation and needs.
The disclosure documents are available from this website and contain details of the issuer of each product. U Ethical is a registered business name of Uniting Ethical Investors Limited ABN 46 102 469 821 AFSL 294147.
We acknowledge Aboriginal and Torres Strait Islander peoples as the traditional owners and original custodians of the lands and waters on which we all live and work. We pay our respects to Elders past and present.
©2024 Uniting Ethical Investors Limited
