GLOBAL INVESTMENT INSIGHTS

January 2026

Global Investment Institute congratulates Mozart Stephan on his appointment to the Portfolio Manager, Real Estate role at Australian Retirement Trust (ART).

ART is one of Australia’s largest super funds, formed through the merger of Sunsuper and QSuper, with more than ~A$330 billion in assets under management and over 2.4 million members.

Most recently, Mozart served as Principal at Mercer.

We wish Mozart all the best in his new role and continued success to the team at ART.

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January 2026

Global Investment Institute congratulates Chris Vilsten on his promotion to the Senior Investment Associate, Unlisted Assets role at HESTA.

HESTA is an Australian industry superannuation fund with ~A$101 billion in assets under management and over 1.05 million members.

Most recently, Chris served as Investment Associate, Unlisted Assets at HESTA for nearly three years.

We wish Chris all the best in his new role and continued success to the team at HESTA.

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January 2026

Global Investment Institute congratulates Rob Mao on his promotion to the Senior Investment Analyst, Equities role at Victorian Funds Management Corporation (VFMC).

VFMC is a public authority responsible for investing for the benefit of Victorians. VFMC manage funds of more than ~A$98 billion for Victoria and 32 Victorian public authorities and related organisations.

Most recently, Rob served as Investment Analyst, Equities at VFMC for over two years.

We wish Rob all the best in his new role and continued success to the team at VFMC.

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January 2026

Global Investment Institute congratulates Tina Sung on her appointment to the Investment Analyst, Private Markets role at Hostplus.

Hostplus is one of the largest super funds in Australia with ~A$140 billion in funds under management and over 1.8 million members.

Most recently, Tina served as Investment Analyst, Alternative Investments and Real Assets at TelstraSuper.

We wish Tina all the best in her new role and continued success to the team at Hostplus.

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January 2026

Global Investment Institute congratulates Jennifer Nguyen on her appointment to the Assistant Portfolio Manager, Multi-Asset role at Mercer.

In her new role, Jennifer will be a key member of Mercer Wealth Management Investment Solutions (WMIS), responsible for supporting the management of multi-asset portfolios, including the Mercer Multi-Asset Multi-Manager Funds and CoreSeries managed account portfolios.

Most recently, Jennifer served as Senior Investment Analyst, Manager Selection at Victorian Funds Management Corporation (VFMC).

We wish Jennifer all the best in her new role and continued success to the team at Mercer.

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January 2026

Global Investment Institute congratulates Miao Yu on her promotion to the Portfolio Manager, Currency & Commodities role at NGS Super.

NGS Super is an Australian superannuation fund with ~A$17 billion in assets under management and ~115,000 members.

Most recently, Miao served as Senior Investment Analyst at NGS Super for more than two years.

We wish Miao all the best in her new role and continued success to the team at NGS Super.

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January 2026

Global Investment Institute congratulates Bill Watson on his appointment to the Chief Investment Officer role at BUSSQ.

BUSSQ is an Australian industry superannuation fund with ~A$7 billion in assets under management and ~74,000 members.

Most recently, Bill served as Chief Executive Officer at First Super for nearly 13 years.

We wish Bill all the best in his new role and continued success to the team at BUSSQ.

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January 2026

Global Investment Institute congratulates Mohamed Noureldin on his promotion to the Head of Asset Allocation role at NGS Super.

NGS Super is an Australian superannuation fund with ~A$17 billion in assets under management and ~115,000 members.

Prior to his promotion, Mohamed served as Senior Manager, Currency, Commodity, and Tactical Asset Allocation at NGS Super.

We wish Mohamed all the best in his new role and continued success to the team at NGS Super.

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January 2026

Global Investment Institute congratulates Damian Graham on his appointment to the Group Chief Investment Officer role at Challenger.

Challenger Limited is a major Australian investment management and retirement income company, listed on the Australian Securities Exchange, with ~A$131 billion in assets under management. Challenger leverages capabilities across two core businesses, Life and Funds Management.

Most recently, Damian served as Chief Investment Officer at Aware Super.

We wish Damian all the best in his new role and continued success to the team at Challenger.

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January 2026

Global Investment Institute congratulates Michael Trajkovski on his appointment to the Portfolio Manager - Treasury & Investments role at Medibank.

Medibank is a major Australian private health insurer. Their core business is the underwriting and distribution of private health insurance policies through their two brands, Medibank and ahm.

Most recently, Michael served as Associate Portfolio Manager - Fixed Income at HESTA.

We wish Michael all the best in his new role and continued success to the team at Medibank.

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December 2025

The latest Frontier Advisors survey of fund managers servicing the Australian superannuation industry, released on 17 December 2025, reveals a clear shift in who fund managers view as wielding the greatest decision-making influence on capital allocation within the Australian A$4 trillion superannuation fund industry.

For the first time in the survey’s 10+ year history the dedicated investment teams for each asset class are seen as the most influential group in investment decision-making. More than half of managers now place these teams at the top of the influence ladder, with CIOs ranked second.

“The survey findings are consistent with our experience of the market. Through our close engagement with asset owners, we recognised this trend towards greater investment decision making responsibility sitting within the dedicated investment teams over the years, which has only become more pronounced”, said Global Investment Institute’s Managing Director, Zlatan Kapetanovic.

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December 2025

Global Investment Institute congratulates Mathew Barrie on his appointment to Portfolio Manager at CareSuper.

CareSuper is an award-winning, profit-to-member industry super fund. On 1 November 2024, CareSuper merged with Spirit Super to form a fund with over 615,000 members. As at 30 June 2025, the Fund had A$60 billion in assets under management.

Most recently, Mathew served as Senior Investment Analyst. He has been with CareSuper for three years, having joined in December 2022.

We wish Mathew all the best in his new role and continued success to the team at CareSuper.

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