Governance
Experienced, accountable oversight.
Agentia's investment committee brings together decades of experience across investment management, asset consulting, economics, compliance and financial advice: the depth behind every portfolio decision. Genuine governance, not a rubber stamp.
How the committee works
Governance you can point to.
Committee oversight
The committee meets regularly and includes members who are not Agentia employees, whose role is to challenge every decision.
Documented research
Research and oversight stand behind every manager and exposure, each with an explicit role in the portfolio.
Disciplined ranges
Portfolios move within stated ranges; any out-of-band change requires committee sign-off.
Regular review
A whole-of-suite review against benchmarks each year, with ad-hoc reviews on material market events.
The people
The experience behind every decision.
Pat Casey
More than 20 years across Australian financial services, including executive roles in wealth management and financial planning at Colonial First State and the Suncorp Group. A director of Agentia, Pat chairs the Investment Committee.
Des Maher
26 years in financial services, with more than 20 spent on investment and asset-allocation committees. Executive Officer of Agentia since 2014, Des led the original development of the Agentia SMA models that the portfolios are built on today.
Joel Taylor
25 + years of financial services experience across financial advice, investments and compliance. Joel brings deep experience in risk frameworks and investments and has experience across many of Australia's largest financial services institutions including AMP, CBA, NAB, MLC, LGT Crestone and HUB24.
Jonathan Ramsay
More than 30 years in asset consulting and funds management across the UK and Australia, including roles as Head of Asset Consulting and Chief Investment Officer. Jonathan has worked on the Agentia SMAs for 11 years and continues to advise Walker Lane on portfolio construction and manager research.
David Bassanese
Non-voting member
Chief Economist at Betashares, where he develops economic insight and portfolio-construction strategy. Formerly an economics columnist at the Australian Financial Review for over a decade, David is an honours graduate of the University of Adelaide and holds a Master of Public Policy from Harvard's Kennedy School.
Genuine governance, not a rubber stamp.
Talk to us about how the committee oversees your clients' portfolios.
Book a 20-minute introduction