Natalie Tam
Gestionnaire de Portefeuille-Actions chez Australian Ethical Investments Ltd. (Investment Management)
Profil
Ms. Natalie V.
Tam, CFA, is a Systematic Equities Portfolio Manager at Australian Ethical Investments Ltd.
She joins Australian Ethical with two decades of experience in researching and investing in Australian equity markets.
Most recently, she held the position of Portfolio Manager at Perpetual Limited.
Previously, she was Deputy Head of Australian Equities at abrdn Asset Management where she worked for 18 years.
At abrdn, she was portfolio manager for the award-winning Small Companies and Sustainable Australian Equities funds.
Prior to this, she worked for Deutsche Bank as an equity research analyst.
She has previously held roles at Coca Cola Amatil, NM Rothschild & Sons and Royal & Sun Alliance.
Ms. Tam holds a Bachelor of Commerce from the University of NSW where she was awarded a Co-op Scholarship.
She is a CFA charterholder and holds a CFA Certificate in ESG Investing.
Postes actifs de Natalie Tam
| Sociétés | Poste | Début |
|---|---|---|
Australian Ethical Investments Ltd. (Investment Management)
 Australian Ethical Investments Ltd. (Investment Management) Investment ManagersFinance Australian Ethical Investments Ltd. (Investment Management) (Australian Ethical-IM) is the investment management division of Australian Ethical Investment Ltd. (ASX: AEF) headquartered in Sydney, Australia. Australian Ethical-IM was founded in 1986 and manages diversified portfolios composed of ethical companies for individual and institutional clients. | Gestionnaire de Portefeuille-Actions | 01/12/2023 |
Anciens postes connus de Natalie Tam
| Sociétés | Poste | Fin |
|---|---|---|
Perpetual Investment Management Ltd.
 Perpetual Investment Management Ltd. Investment ManagersFinance Perpetual Investment Management Ltd. (PIML) is the investment management subsidiary of Perpetual Ltd. (ASX: PPT) in Australia. Headquartered in Sydney, PIML provides a broad range of investment strategies and products to Australian and international institutions, not-for-profit organizations, small businesses, financial advisers, high net-worth individuals and families. | Analyst-Equity | 01/11/2023 |
abrdn Australia Ltd.
 abrdn Australia Ltd. Investment ManagersFinance abrdn Australia Ltd. is the Australian asset management subsidiary of abrdn Asia Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. The firm was founded in 2000 as Equitilink Australia Ltd. and formerly known as Aberdeen Asset Management Ltd. and as Aberdeen Standard Investments (Australia) Ltd. they were renamed into abrdn Australia Ltd. to reflect abrdn’s global rebranding in 2021. Headquartered in Sydney, abrdn Australia manages the Group's Australian and New Zealand assets for a range of global and domestic clients such as listed investment companies, managed investment schemes and segregated mandates. In addition, the firm provides local clients with access to the Group's investment capabilities which include domestic, regional equity and fixed-income, international equity and fixed-income and single country equity products. | Gestionnaire de Portefeuille-Actions | 01/05/2023 |
| CONCENTRATED LEADERS FUND LIMITED | Corporate Officer/Principal | - |
Formation de Natalie Tam
| The University of New South Wales | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Concentrated Leaders Fund Ltd.
 Concentrated Leaders Fund Ltd. Investment Trusts/Mutual FundsMiscellaneous Concentrated Leaders Fund Ltd. operates as a closed-end investment trust, which engages in the business of making investments, deriving revenue, and investment income from listed securities and unit trusts in Australia. The company was founded in July 1987 and is headquartered in Paddington, Australia. | Miscellaneous |
Perpetual Investment Management Ltd.
Perpetual Investment Management Ltd. Investment ManagersFinance Perpetual Investment Management Ltd. (PIML) is the investment management subsidiary of Perpetual Ltd. (ASX: PPT) in Australia. Headquartered in Sydney, PIML provides a broad range of investment strategies and products to Australian and international institutions, not-for-profit organizations, small businesses, financial advisers, high net-worth individuals and families. | Finance |
abrdn Australia Ltd.
abrdn Australia Ltd. Investment ManagersFinance abrdn Australia Ltd. is the Australian asset management subsidiary of abrdn Asia Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. The firm was founded in 2000 as Equitilink Australia Ltd. and formerly known as Aberdeen Asset Management Ltd. and as Aberdeen Standard Investments (Australia) Ltd. they were renamed into abrdn Australia Ltd. to reflect abrdn’s global rebranding in 2021. Headquartered in Sydney, abrdn Australia manages the Group's Australian and New Zealand assets for a range of global and domestic clients such as listed investment companies, managed investment schemes and segregated mandates. In addition, the firm provides local clients with access to the Group's investment capabilities which include domestic, regional equity and fixed-income, international equity and fixed-income and single country equity products. | Finance |
Australian Ethical Investments Ltd. (Investment Management)
Australian Ethical Investments Ltd. (Investment Management) Investment ManagersFinance Australian Ethical Investments Ltd. (Investment Management) (Australian Ethical-IM) is the investment management division of Australian Ethical Investment Ltd. (ASX: AEF) headquartered in Sydney, Australia. Australian Ethical-IM was founded in 1986 and manages diversified portfolios composed of ethical companies for individual and institutional clients. | Finance |
