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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