Alphinity Sustainable
Share Fund

Stephane is a Principal of Alphinity Investment Management.  His focus is on the Energy, Materials and Utilities sectors, as well as portfolio management oversight.

Stephane was previously a Vice President and Research Analyst for AllianceBernstein’s Australian Equities Fund covering the same sectors from 2005 to 2010. Stephane’s prior background was primarily in management consulting, having worked with McKinsey & Company from 1997 to 2002 in South Africa and Australia, leaving the firm as an Associate Principal. Prior to this, Stephane held relationship management roles within JP Morgan (Belgium) and Standard Corporate & Merchant Bank (South Africa). Stephane was also employed by SABMiller as Commercial Director Asia Pacific, ultimately responsible for launching and building a premium non-alcoholic beverage portfolio across the region.

Stephane holds a Commercial Engineering degree (with high honors) from the top-rated Universite Catholique de Louvain in Belgium. Stephane is fluent in French as well as German.

Bruce is a Principal of Alphinity Investment Management. His focus is on the Consumer and Property sectors, as well as portfolio management oversight.

Bruce was previously a Vice President and Research Analyst for AllianceBernstein’s Australian Equities Fund covering the consumer, media and telecommunications sectors, from 2004 to 2010. Prior to this, Bruce held equity analyst and portfolio management positions at both Zurich Scudder Investments and Suncorp Investment Management, focusing predominantly on the media and telecommunications sectors. Bruce was also an Investment Manager for NZI Insurance Australia. He started his career in the markets at JB Were as a Money Market Dealer.

Bruce received a Bachelor of Business from the NSW Institute of Technology (now UTS), and holds a Graduate Diploma from the Securities Institute of Australia.

Andrew is a Principal of Alphinity Investment Management.

His focus is on the Financials sectors, as well as portfolio management oversight. Andrew was previously a Vice President and Research Analyst for AllianceBernstein’s Australian Equities Fund covering the financial, transport, healthcare, tourism and leisure sectors from 2003 to 2010, as well as oversight for the management of the Australian Concentrated Fund from 2008. Prior to joining Alliance, he spent several years with JB Were Stockbroking as Senior Analyst covering the gaming and insurance sectors respectively. Previously, Andrew worked for Merrill Lynch in Corporate Finance and as an Actuarial Analyst with AMP Life.

Andrew holds a Bachelor of Economics from Macquarie University, a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia. He has also been a Fellow of the Institute of Actuaries of Australia since 1998.

Stuart joined Alphinity in July 2017, focusing on health care, transport and infrastructure.

Prior to joining Alphinity, Stuart spent seven years as an Investment Analyst at Fidelity International Australia covering a range of sectors, including healthcare, banks, diversified financials, infrastructure and transport. Stuart spent several years in New York as Vice President with Abatis Capital and Associate Director at Allco Finance Group, and worked at Macquarie Bank and KPMG in Sydney.

Stuart has a Bachelor of Business from the University of Technology, Sydney and holds a Masters of Management Studies from Cambridge University, as well as being a CFA charterholder.

Jacob joined Alphinity in 2020 to assist the domestic investment team with stock and sector analysis. Jacob is responsible for Consumer stocks including both Staples and Consumer Discretionary stocks.

Jacob was previously a Senior Investment Analyst for First State Super for several years in its Direct Equities team, where he contributed to the overall research and portfolio management efforts of its internally-managed concentrated industrial equity portfolio. His direct responsibilities there were for Gaming, Insurance, Diversified Financials and Healthcare companies. Prior to First State, Jacob was an Analyst and Portfolio Manager at private wealth manager Bailey Roberts Group where he constructed portfolios of Australian equities for high net worth individuals.

Jacob has a Bachelor Degree in Commerce (Finance and Economics) and a Master Degree in Professional Accounting from the University of Wollongong, and is a CFA charter holder.

Andrey is a Research Analyst at Alphinity Investment Management focusing on Information Technology, Chemicals, Telecommunications and some Industrial stocks.

Prior to joining Alphinity, Andrey spent seven years at McKinsey & Company. Affiliated with McKinsey Strategy & Corporate Finance practice, Andrey had been a member of four offices (Moscow, Houston, San Francisco and Sydney), worked on every inhabited continent, led international teams and advised both public, private and state-owned enterprises in technology, energy, materials, private equity, chemicals, financial services, real estate, telecommunications and agriculture/food industries at the intersection of strategy and disruptive technology – as well as broader strategy, transactions, business transformation and commercial topics. Andrey has worked extensively at McKinsey Global Institute where he contributed to such research as Climate Risk & Response, How Technology Is Reshaping Resources, Future of Work, Age of Analytics, China and the World, and Future of Japan. Prior to McKinsey Andrey worked at KPMG and completed an internship at the Parliament of Canada.

Andrey holds a degree in International Relations from top-rated Lomonosov Moscow State University and completed an international study program at Beijing Foreign Studies University.

Monique joined Alphinity in March 2024 as Senior Research Analyst. Her focus is on the Energy, Utilities, Infrastructure and Property sectors.

Monique was previously an Analyst and Portfolio Manager at Fidelity International for five years. Her sector rotations included consumer and REITs whilst also working as the Assistant Portfolio Manager on the Fidelity Future Leaders Fund – an active mid to small cap fund. Prior to this, she held various equity research roles. This includes four and a half years at Morgan Stanley as Vice President where she was responsible for gaming and consumer coverage. Prior to that, she held roles covering emerging companies at Deutsche Bank and Ord Minnett.

Monique has a Bachelor of Commerce from the University of Sydney.

Jessica joined Alphinity in August 2020 in the newly created role of ESG & Sustainability Manager to support the firm’s assessment and integration of ESG-related matters. Jessica also assists the Sustainable Share Fund Compliance Committee in its efforts to define an investment universe which consider companies’ contribution towards achieving the UN’s Sustainable Development Goals. Jessica is also involved in company and market engagements.

Prior to joining Alphinity, Jessica was Senior Sustainability Advisor at Transurban where she was responsible for delivering strategic projects, including Transurban’s response to the Task Force on Climate Related Financial Disclosure (TCFD) recommendations and supporting the delivery of sustainability initiatives to meet the company’s broader sustainability strategy. Her previous roles included Case Manager at the Infrastructure Sustainability Council of Australia (ISCA) and Environmental and Sustainability Consultant at SLR Consulting.

Jessica has a Bachelor of Environmental Science and Management (Honours) from the University of Newcastle and a Diploma in Project Management from the University of New England.

Moana is a Senior ESG and Sustainability Analyst at Alphinity who contributes to the integration of environmental, social and governance topics into the investment process. She conducts research and data analysis to monitor ongoing ESG risks, emerging topics and supports Alphinity’s stewardship activities in the areas of company engagement, collaboration, thematic research and proxy voting.

Moana also has an active role in supporting the universe construction for Alphinity’s two sustainable strategies and leads the annual limited data assurance process for both funds. She completes company and thematic analysis which assists the Sustainable Compliance Committee in their decisions.

Moana joined Alphinity in May 2020 as an intern and in June 2021 moved into a full-time role working across both domestic and global strategies. She has a Bachelor of Science and Commerce from the University of Sydney, with majors in Biology, Environmental Studies and Finance.