• Realindex Investments

    Based in Sydney, our team is comprised of ten investment professionals, with an average of 13 years' industry experience.

Andrew Francis

Chief Executive Officer

In his role, Andrew leads the Realindex investment management business which is a wholly owned division of the Colonial First State Group.

  • Andrew has 22 years’ experience in funds management, consulting and investment banking.
  • Prior to joining Realindex, Andrew worked at Perpetual Investments as General Manager of global equities and Head of Institutional Sales, as well as roles at Mercer Investment Consulting and Macquarie Bank.
  • Andrew has a Graduate Diploma in Applied Finance from FinSia and a Bachelor of Accounting and Finance from the University of New England.

Scott Hamilton

Senior Quantitative Analyst

Scott has 22 years of quantitative research experience.

  • Prior to joining Realindex, Scott was a Director of Applied Research at Axioma and previously spent 18 years at Macquarie Bank, where he was a Senior Analyst within Macquarie Securities and the Quantitative Applications groups.
  • Scott has a Masters of Applied Finance and a Bachelor of Computer Science (Hons), both from Macquarie University.
  • Scott has been a guest lecturer at Kaplan Professional since 2004.

Andrew Sinclair

Senior Quantitative Analyst

Andrew has 17 years of quantitative research experience.

  • Prior to joining Realindex, Andrew worked for 17 years in quantitative research roles at Man AHL as a Senior Researcher and Client Portfolio Manager, Senior Research Fellow, and Head of Non-Directional Strategies.
  • His career brings extensive quantitative research experience across equities, currency and derivatives in both long only and long short and across multiple time horizons. Andrew has a Masters in Science in Applied Statistics from Oxford University, and a Bachelors in Mathematics (Honours) from the University of Cambridge.

Raelene de Souza

Portfolio Manager

Raelene has 17 years’ experience in quantitative equities.

  • Prior to joining Realindex, Raelene served as an Associate Director and Senior Quantitative Analyst at Macquarie Securities in Sydney.
  • Raelene has a Graduate Diploma in Applied Finance from FinSia and a Bachelor of Mathematics and Computer Science from the University of Wollongong. She has been a CFA Charter holder since 2003.

Megan Ford

Portfolio Manager

Megan has 7 years’ experience in quantitative equities.

  • Prior to joining Realindex as a Quantitative Analyst/Assistant Portfolio Manager, Megan was a Quantitative Analyst for the equities team at Macquarie Investment Management.
  • Megan has a Masters of Commerce from the University of Sydney, and a Bachelor of Mathematics (Honours) and Science from the University of Newcastle, where she also received the University Medal.

Robin Castles

Senior Portfolio Manager

Robin has 17 years’ experience, 13 years with CFSGAM. In her role, Robin is responsible for the management of CFSGAM’s Indexed Australian equity portfolios.

  • She joined the Australian Equities, Core team as a Portfolio Manager in September 2007.
  • Prior to this, she worked with CFSGAM’s investment heads and was responsible for portfolio construction and investment process review and development. Prior to joining CFSGAM in May 2004, Robin worked for more than three years within the asset consulting division of Towers Perrin.
  • Robin was awarded the Diploma for the AICD’s Company Directors Course in 2011. In 2004 she earned her CFA charter and successfully completed the CIMA (Certified Investment Management Analyst) program in 2003. Robin holds a Bachelor of Laws (Honours) and a Bachelor of Commerce (Honours) from the University of Sydney and was awarded the University Medal for her finance honours year.

Kieran Toms

Portfolio Manager

Kieran has 10 years’ experience, all with CFSGAM. In his role, Kieran is responsible for index management / enhancements. He manages a range of Indexed Australian equity funds, understanding and improving the investment process and portfolio construction.

  • Since joining CFSGAM as part of the graduate program in 2007, Kieran has held a number of positions including analyst roles in the Global Listed Infrastructure team and the Small Companies, Core team.
  • Kieran has completed a Bachelor of Business degree from the University of La Trobe, with majors in Finance and Management.

Wei Lu

Quantitative Analyst

Wei Lu has 6 years quantitative research experience.

  • Prior to joining Realindex Wei completed a PhD in finance. Wei has previously worked as a business analyst and consultant at Capital Market CRC (during her PhD), and as a quantitative analyst at CIMB Securities and Investment Science Asset Management.
  • Wei has a PhD in finance and completed a Bachelor of Commerce and Finance, with First Class Honours at the University of Adelaide, receiving the University Medal.

Benjamin Mills

Systems and Database Analyst

Ben has 4 years' experience in financial services in addition to 5 years prior IT experience, where he was responsible for network, applications and database projects at a government organisation.

  • Prior to joining Realindex, Ben worked in the CBA Wealth Management Architecture team.
  • Ben has a Bachelor of Science in Information Technology Diploma in Professional Practice with Distinction from the University of Technology, Sydney.

Iain McLear

Investment Analyst

Iain has 8 years’ experience in financial services.

  • Iain previously worked within CBA’s Wealth Management Strategy team and has held various positions within Colonial First State and worked as a Research Assistant at Contango Asset Management.
  • Iain has a Bachelor of Business (Honours) from the University of Technology and is a holder of the Certified Investment Management Analyst (CIMA) designation.
  • Iain has completed his thesis on a conditional model for enhanced value and growth portfolios in the Australian market.