Australian Retirement Trust
Ada Chan, CFA, currently serves as an Associate Portfolio Manager - Sustainable Investments at Australian Retirement Trust since March 2024. Prior to this role, Ada worked at JANA Investment Advisers from January 2022 to March 2024 as a Consultant, focusing on Diversity, Equity & Inclusion (DEI) and Responsible Investment initiatives. Ada’s earlier experience includes positions at Lane Clark & Peacock as an Associate Consultant, where responsibilities involved developing an ESG Dashboard and conducting research on responsible investment practices, and roles at SEI and JANA Investment Advisers that centered on fixed income and equities manager research. Ada also served as a Global Technology & Operations Summer Intern at Deutsche Bank, contributing to improvements in FX Exposure Management processes. Educational qualifications include a CFA Charterholder designation attained between 2013 and 2017, and a Bachelor of Commerce and Bachelor of Science in Finance and Psychology from UNSW, completed in 2012.
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Australian Retirement Trust
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Australian Retirement Trust is the super fund formed through the merger of Sunsuper and QSuper. We’re one of Australia’s largest super funds and proud to take care of over $200 billion in retirement savings for more than two million members. As a fund that works for members, not shareholders, we work in members’ best interests and, subject to confirmation by the new fund trustee, are committed to returning profits to members as lower fees and better services.