![Julie Orr](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Julie Orr
Directeur/Membre du Conseil chez
AUSTRALIAN ETHICAL INVESTMENT LIMITED
Profil
Currently, Julie Orr is a Non-Executive Director at Australian Ethical Investment Ltd. since 2018, Non-Executive Director at Australian Ethical Superannuation Pty Ltd., Director at Australian Ethical Foundation Ltd, Non-Executive Director at Artistic Swimming Australia Ltd. since 2023, Non-Executive Director at Saafe Ltd. since 2024, Senior Audit Manager at Ernst & Young, and Member at NSW Biodiversity Conservation Trust since 2021.
Former roles include Director at Perennial Value Management Ltd., Director Finance-India & Asia Pacific at S&P Global Ratings Australia Pty Ltd. from 2003 to 2008, Director at Taxpayers Association of New South Wales, Director at Tax Payers Research Foundation Ltd., Director at Ord Minnett Ltd. from 2012 to 2019, Director at AvSuper Pty Ltd. from 2021 to 2024, Director at Masters Swimming NSW, Group GM-Corporate Development & Operations at Insignia Financial Ltd. from 2009 to 2019, Head-Research at Morningstar, Inc. from 1997 to 2000, Chief Operating Officer at Ibbotson Pty Ltd. and Ibbotson Associates, Inc. from 2000 to 2003, and Senior Manager-Audit at Ernst & Young LLP (United Kingdom) from 1993 to 1997.
Postes actifs de Julie Orr
| Sociétés | Poste | Début |
|---|---|---|
| AUSTRALIAN ETHICAL INVESTMENT LIMITED | Directeur/Membre du Conseil | 20/02/2018 |
NSW Biodiversity Conservation Trust | Corporate Officer/Principal | 01/07/2021 |
EY Port Jackson Partners
 EY Port Jackson Partners Real Estate DevelopmentFinance Provides real estate, precinct and project management services | Comptroller/Controller/Auditor | - |
Australian Ethical Superannuation Pty Ltd.
 Australian Ethical Superannuation Pty Ltd. Investment ManagersFinance Provides pension fund management services | Directeur/Membre du Conseil | - |
Australian Ethical Foundation Ltd | Directeur/Membre du Conseil | - |
Anciens postes connus de Julie Orr
| Sociétés | Poste | Fin |
|---|---|---|
AvSuper Pty Ltd.
 AvSuper Pty Ltd. Investment ManagersFinance Provides investment advice | Directeur/Membre du Conseil | 01/04/2024 |
Masters Swimming NSW | Directeur/Membre du Conseil | 01/05/2023 |
| INSIGNIA FINANCIAL | Corporate Officer/Principal | 01/09/2019 |
Ord Minnett Ltd.
 Ord Minnett Ltd. Investment ManagersFinance Provides wealth management, security brokerage and financial planning services | Directeur/Membre du Conseil | 01/01/2019 |
| ░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░ ░░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | ░░░░░░░░░░ |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
60
Relations au 1er degré
17
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 17 |
|---|---|
Insignia Financial Ltd.
 Insignia Financial Ltd. Investment ManagersFinance Provides financial advisory, superannuation and pension & asset management services | Finance |
Perennial Value Management Ltd.
 Perennial Value Management Ltd. Investment ManagersFinance PVM is an active, specialist manager which aims to add risk-adjusted value over the medium- to long-term, relative to a recognized market benchmark by investing across Australian large-caps, small-caps and shares for income. The firm believes that a holistic view of investments, including consideration of ESG factors, promotes a well-rounded approach to investing with better return outcomes for clients and may look at a range of ESG standards and use a range of tools and methodologies to assist with investment decision-making. They use a proprietary in-house research on all securities before their inclusion in investment portfolios. | Finance |
Australian Ethical Investment Ltd.
 Australian Ethical Investment Ltd. Investment ManagersFinance Provides investment management services | Finance |
Ord Minnett Ltd.
Ord Minnett Ltd. Investment ManagersFinance Provides wealth management, security brokerage and financial planning services | Finance |
Morningstar, Inc.
 Morningstar, Inc. Financial Publishing/ServicesCommercial Services Operates as a investment insights company that provides investment and wealth management & credit rating services | Commercial Services |
Ibbotson Pty Ltd.
 Ibbotson Pty Ltd. Investment ManagersFinance Provides asset management services | Finance |
Ibbotson Associates, Inc.
 Ibbotson Associates, Inc. Investment ManagersFinance Ibbotson Associates Advisors specializes in asset allocation investment strategies. The firm employs a top-down, research-based investment approach. This approach begins with the development of asset class models and then integrates quantitative and qualitative analyses to screen for appropriate investments. Ibbotson has extensive experience in forecasting and the use of mean-variance optimization and multi-scenario sensitivity analysis to construct portfolios. Ibbotson relies on the principles of modern portfolio theory to develop model portfolios. They first forecast the long-term returns and volatility of each asset class. Then they apply mean-variance optimization, resampling and multi-scenario sensitivity analysis to develop asset class models with the appropriate expected levels of risk and return. Finally, investment managers are analyzed and selected to populate the asset class models. Ibbotson Associates regularly reviews the status of the investments within a portfolio to ensure that the asset allocations remain in balance. They look for style drift and performance that is not meeting expectations. | Finance |
Ernst & Young LLP (United Kingdom)
 Ernst & Young LLP (United Kingdom) Miscellaneous Commercial ServicesCommercial Services Provides assurance, tax consulting, strategy, transactions and risk advisory services | Commercial Services |
EY Port Jackson Partners
EY Port Jackson Partners Real Estate DevelopmentFinance Provides real estate, precinct and project management services | Finance |
S&P Global Ratings Australia Pty Ltd. | |
Australian Ethical Superannuation Pty Ltd.
Australian Ethical Superannuation Pty Ltd. Investment ManagersFinance Provides pension fund management services | Finance |
AvSuper Pty Ltd.
AvSuper Pty Ltd. Investment ManagersFinance Provides investment advice | Finance |
Australian Ethical Foundation Ltd | |
NSW Biodiversity Conservation Trust | |
Taxpayers Association of New South Wales | |
Tax Payers Research Foundation Ltd. | |
Masters Swimming NSW |
