• Realindex Investments

    Based in Sydney, our team is comprised of eight 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.

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.

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.

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.

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.

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.

Daman Grewal

Investment Analyst

Daman has 8 years’ experience in financial services with 5 years in Funds Management.

  • Prior to joining Realindex, Daman was an Associate in the Institutional Distribution Team at CFSGAM. Daman also brings experience in Product Research and Financial Planning at Colonial First State, and various other positions within Finance and Accounting teams.
  • Daman is a CFA Charterholder, and holds a Bachelors of Business Degree with Distinction from the University of Technology Sydney. Daman graduated his Bachelors with 1st in the Financial Planning Major.

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.
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