Australian Ethical has appointed its current head of research, James Jordan, as its chief investment officer, replacing Martin Halloran, who will leave the organisation on 30 June.
Australian Ethical chief executive Phillip Vernon said Jordan had been a key part of the investment team for a number of years and is highly respected both internally and externally. The appointment provides stability for the investment team and continuity of the investment process, he said.
Jordan joined Australian Ethical in 2006 as an equities analyst and was acting chief investment officer for much of 2008. He was appointed head of research in late 2008 and has since been responsible for all analysts within the team.
Prior to joining Australian Ethical, Jordan had a long career as a senior economist with various Commonwealth Government departments, including a role as senior adviser on taxation and superannuation policy. He was a member of the working group that prepared the first Intergenerational Report and worked on reform options for pharmaceutical pricing and health system financing, according to Australian Ethical.
“The retirement and investment landscape will be evolving significantly over the coming years and James’ strong background in investment management, economics and government policy will be invaluable as we continue to deliver products and services for our clients to suit the evolving landscape,” Vernon said.
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