Responsible Investing

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.

In 2023, he also assumed the role of Portfolio Manager for the Magellan Global Sustainable Strategy and from October 2022 to September 2024, Alan was the Co-Portfolio Manager of the Magellan High Conviction Strategy.

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.

Alan is a member of Magellan’s Investment Committee.

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.

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.