The Implemented Portfolios Asset Allocation and Investment Committee (AAIC)
At Implemented Portfolios, we pride ourselves on offering an exceptional investment management service from our Asset and Allocation and Investment Committee (AAIC).
The AAIC members are experienced and highly credentialed senior industry experts. Their role is to apply the investment philosophy in a disciplined manner, whilst ensuring that the investment program parameters are followed.
The AAIC team brings to Implemented Portfolios a combined 160 years’ experience in financial services and has been operating together since 2009.
You can read about each member of the AAIC below -
Nathan Lim is the Chief Investment Officer at Lonsec Holdings. He is responsible for building and managing Lonsec’s suite of investment solutions, devising strategies for growth and acting as the liaison with the market. He was previously with Morgan Stanley Wealth Management from 2016 to 2023, holding senior roles in Sydney and Hong Kong, where he developed their multi-asset investment approach, which was recognised by the Institute of Managed Account Professionals as the winner in the 2021 Multi-Asset and Licensee Managed Account categories.
Before Morgan Stanley, Nathan was with Australian Ethical Investment, managing the Australian Ethical International Shares Fund, which won the Best International Equities Award from the Australian Fund Manager Foundation in 2014. He started his career in 1995 and has extensive experience in asset management, research and stockbroking that has taken him across Asia, North America, the Middle East and Australia. Nathan is a frequent speaker and writer on global market issues, has a Bachelor of Commerce from the University of British Columbia, is an Honorary Adjunct Professor with the University of Technology Sydney Business School and is a CFA® charterholder.
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Tim was an Executive Director of Macquarie Bank Ltd and a Director of Macquarie Investment Management Ltd. During his tenure at Macquarie he sat on the MIML Asset Allocation and Risk Committees and was responsible for the long term Forecasting program which predicted the bear market in US equities, using the same principles that are the foundation of the Implemented Portfolios investment process.
Chris is an Investment Management veteran who brings over 30 years of experience in the day-to-day management of an IMA service, including asset allocation, portfolio modelling, trading and investment risk and analytics.
Having managed portfolios for the large majority of his career, for the past 5 years has been consulting to Investment Managers and Superannuation funds specializing in the design and implementation of investment strategy solutions with a particular focus on performance and investment risk.
Chris was formerly Investment Director at CFSGAM providing institutional representation of equity investment processes and capabilities. In addition to this Chris has extensive international investment experience including Senior Portfolio Manager Quantitative Equites at SSGA and Senior Quantitative Analyst at Schroders. This included membership of the Schroders Australian Asset Allocation Committee and designing and building of asset allocation and risk models to support investment decisions.
Chris has a Bachelor of Business from Massey University and a Masters in Management from Macquarie Graduate School. Chris continued his studies recently completing a Diploma in Data Science through John Hopkins University.