Profile
Mr. Jonathan J.
Fernie, CFA MBA, is a Chief Investment Officer at Uniting Ethical Investors Ltd.
Mr. Fernie is responsible for investment strategy and provides oversight of the U Ethical portfolios including risk management and implementation of the firm's Ethical Investment Policy.
He has over 15 years’ experience in the financial services industry, in Australia and the UK, with previous roles in equities research and wealth management.
He holds the Chartered Financial Analyst (CFA) designation and a Masters in Business Administration (MBA) from Melbourne Business School.
Jon Fernie active positions
| Companies | Position | Start |
|---|---|---|
Uniting Ethical Investors Ltd.
 Uniting Ethical Investors Ltd. Investment ManagersFinance Uniting Ethical Investors Ltd. (do business as U Ethical) is the investment management subsidiary of Uniting Church in Australia (UCA), which was formed when the Methodist, Presbyterian and Congregational Churches came together in 1977. The firm was founded in 2002 as Uniting Growth Fund Ltd. With a change in the corporate structure, they changed their name into UCA Funds Management Ltd. in 2011 and then became Uniting Ethical Investors Ltd. in 2018. Headquartered in Melbourne, U Ethical manages various funds for UCA, income tax-exempt charities and the general community. The funds administered by firm are charitable schemes. | Chief Investment Officer | 01/01/2022 |
Former positions of Jon Fernie
| Companies | Position | End |
|---|---|---|
| Austock Securities Ltd. | Analyst-Equity | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
| Austock Securities Ltd. | Finance |
Uniting Ethical Investors Ltd.
Uniting Ethical Investors Ltd. Investment ManagersFinance Uniting Ethical Investors Ltd. (do business as U Ethical) is the investment management subsidiary of Uniting Church in Australia (UCA), which was formed when the Methodist, Presbyterian and Congregational Churches came together in 1977. The firm was founded in 2002 as Uniting Growth Fund Ltd. With a change in the corporate structure, they changed their name into UCA Funds Management Ltd. in 2011 and then became Uniting Ethical Investors Ltd. in 2018. Headquartered in Melbourne, U Ethical manages various funds for UCA, income tax-exempt charities and the general community. The funds administered by firm are charitable schemes. | Finance |
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