CFS’s investment team brings together some of the most experienced and well-respected financial minds in Australia.

Our investment team has an enviable track record of navigating investment market cycles

and partnering with advisers to deliver their clients’ objectives. 

Why CFS

Experience

Experience

A long and stable track record in helping advisers deliver diversified, professionally managed portfolios for their clients. 

 

Expertise

Expertise

Responsible for building and managing 26 multi-sector and 24 single-sector investment options across index, enhanced index and fully active products.

Scale

Scale

Our 24-strong team of investment experts manage over $57 billion as of October 2023, giving investors better access to institutional-only offerings.

Our philosophy for your clients' super and investments

How we invest on behalf of your clients, our members, is captured under our investment philosophy. Long-term performance is paramount, it is our duty. At CFS, we do this through active management supported by strong governance within a socially responsible investment framework.

"Success for our clients will be dependent on our ability to be nimble and respond to both opportunities and risk in today’s ever-changing landscape."

 

Jonathan Armitage, Chief Investment Officer

CFS investment philosophy

  1. Long-term, strong performance delivered by leading investment expertise.

  2. Active management of investments to enhance returns and capitalise on opportunities.

  3. Active management of risk to protect your money.

  4. Diverse asset allocation to deliver robust investment outcomes in a dynamic market. 

  5. Socially responsible investment framework to deliver sustainable outcomes for our members.

Meet the Investment leadership team

Jonathan Armitage

Jonathan Armitage

  • Chief Investment Officer
Al Clark

Al Clark

  • Head of Investments
Robert Graham Smith

Robert Graham Smith

  • Head of Fixed Income and Alternatives
Benjamin Lam

Benjamin Lam

  • Head of Equities
Guneet Rana

Guneet Rana

  • Head of Responsible Investment
Vyas Balasubramanian

Vyas Balasubramanian

  • Head of Investment Risk
John Iles

John Iles

  • Head of Cash and Derivatives

Our expertise

The leaders of CFS’s Investment team have all been in the investment business for a long time. And while financial markets never lose their capacity to behave unpredictably, there are few scenarios our team hasn’t previously navigated firsthand. 

 

Many of CFS’s investment experts have successfully steered client portfolios through the peaks and troughs of challenging market cycles over decades.

Diverse experience

Diverse experience

The CFS team combines insights gained from working at investment banks, super funds, asset managers, global consulting firms, hedge funds and high net worth family offices in the UK, US, Hong Kong, Singapore, Tokyo and New Zealand, as well as in Australia.

 

Dynamic outlook

Dynamic outlook

Investment markets and client expectations can rapidly evolve, and so do we – for example via our proprietary asset allocation review process to identify new opportunities, or our climate commitment to net zero by 2050 and 30% emissions reduction by 2030 for our investment portfolios.  

Creativity

Creativity

As well as our inhouse capabilities, we’re experts in finding, evaluating and partnering with some of the world’s best fund managers, and in creating the optimum blend of styles and investment approaches for our diversified client portfolios. 

 

 

Bring your advice to life

CFS funds

Bring your advice to life with our broad range of investment solutions.

Market Updates, news, and insights

Stay informed with the latest news, investment insights and market updates. 

Client conversation tools

Explain financial concepts clearly and simply with our charts and visual aids. 

Unleash in ways you never thought possible

Get in touch

For technical enquiries contact us
8:30am – 6pm AEST Monday to Friday.

Find a Business Development Manager

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Adviser use only

Information on this webpage is provided by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 and Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468. It may include general advice but does not consider anyone’s individual objectives, financial situation, needs or tax circumstances. You should read the relevant Product Disclosure Statements (PDSs), Investor Directed Portfolio Service Guides (IDPS Guides) and Financial Services Guides (FSGs) before making any recommendations to a client. The PDSs, IDPS Guides and FSGs can be obtained from www.cfs.com.au or by calling us on 13 18 36.