Julia Forrest

Portfolio Manager-Equities at

Pendal Group Ltd. (Investment Management)

Finance

Profile

Ms. Julia Forrest is a Portfolio Manager at BT Investment Management Ltd. With over 25 years’ experience spanning equities research and advisory, initial public offerings and capital raisings, she has managed the firm's property trust portfolios for over a decade.
Before joining the firm, Ms. Forrest worked for the Attorney General’s Department and on the sell side for 10 years at broking houses now known as Citigroup and Merrill Lynch.
She holds a Bachelor of Economics from the University of Sydney and a Diploma of Law from the Solicitor and Barristers Admission Board, specializing in property and insolvency law.

Julia Forrest active positions

Companies	Position	Start
Pendal Group Ltd. (Investment Management) Pendal Group Ltd. (Investment Management) Investment ManagersFinance PG-IM focuses on delivering superior investment returns for clients through active management. The firm actively manages investments in Australian equities and listed property, fixed interest, global equities, multi-asset portfolios and sustainable and impact investing. Their investment teams are supported by a strong operational platform across risk and compliance, sales, marketing and operations, allowing fund managers to focus on generating returns for clients. They utilize bottom-up and top-down strategies employed across a variety of products.	Portfolio Manager-Equities	-

All active positions of Julia Forrest

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Julia Forrest's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	1
Pendal Group Ltd. (Investment Management) Pendal Group Ltd. (Investment Management) Investment ManagersFinance PG-IM focuses on delivering superior investment returns for clients through active management. The firm actively manages investments in Australian equities and listed property, fixed interest, global equities, multi-asset portfolios and sustainable and impact investing. Their investment teams are supported by a strong operational platform across risk and compliance, sales, marketing and operations, allowing fund managers to focus on generating returns for clients. They utilize bottom-up and top-down strategies employed across a variety of products.	Finance

Private companies

Finance

See company connections