Dynamic Asset was established by financial planners who were frustrated by the real-world limitations of conventional risk-based investment portfolio management. Not only did it not work consistently, but it also often didn’t meet the needs of their clients. It was flawed, which meant unacceptable risks to both the clients and their business.
The team wanted to provide a more customer-focused service and investment solution. They wanted portfolios to allow for different goals; be it timeframes, liquidity requirements, return targets or risk management. Unable to find the right answers through traditional services, they decided to build their own. To help them with this they brought together a team of highly experienced experts working to develop, manage and continuously monitor the investment portfolios.
The purpose of the Dynamic Investment Committee is to critically assess the asset allocation of each portfolio in line with the stated objectives of each specific portfolio.
The role of the Committee is to oversee and provide governance over the Investment Program’s strategy and implementation, including developing, selecting, managing and monitoring the Program’s investments, asset allocations, and investment strategies.
The Committee has authority and responsibility to:
Dr Jerome Lander
Portfolio Manager
Andrew Vallner
Director, CPG Research & Advisory
Matthew Walker
Chairman of the Investment Committee
Lynette Murray
Certified Financial Planner
Alex Cook
Senior Financial Planner
As Portfolio Manager, Dr Jerome Lander has responsibility for asset allocation, fund manager selection and portfolio construction of all the Goals Based Portfolios. His experience in asset management and investment strategy provides strong capabilities in multi-asset class investment management.
Dr Lander is well known in the institutional investment community and has 20 years of investment experience. He worked for many years as an institutional investor in Australia including Chief Investment Officer of the WorkCover insurance fund where he was responsible for managing a $12 billion institutional investment fund, reporting to the Investment Board. In that time the investment fund ranked as the best institutional investment fund of its kind in Australia and the best performing of all Mercer’s (nearly 100) institutional clients.
He has also been a Director of Investment Consulting for Russell Investments, a Diversified Assets Portfolio Manager at Credit Suisse and Head of Manager Research for Van Eyk. Jerome has also served as a Board member for the Investment Management Consultants Association (IMCA).
Initially qualifying in both medicine and surgery with first class honours, Jerome has since received a Masters of Business and Commerce with a Finance specialisation and a Certified Investment Management Analyst qualification.
Andrew Vallner has worked in investment management, research and consulting for 23 years and is currently Managing Director at CPG Research & Advisory, an independent asset consulting firm. He previously managed institutional money for the CUNA Mutual Group and pioneered a multi-manager listed investment company (LIC) approach as an institutional investment strategy. Andrew maintains an active interest in LIC research.
At CPG, Andrew publicly flagged the risk from various fixed interest defaults in Australia in May 2007, before recommending credit securities in late November 2008 and a model portfolio of defensive assets in February 2009. His clients have frequently topped national performance surveys.
Andrew has been an expert speaker at global events in Australia and Overseas on topics including Credit investing and Alternatives investing. Andrew contributes LIC, credit, alternatives and his broad multi-asset expertise to the DAC Investment Committee.
Matthew is the founder and a Director of Dynamic Asset Consulting, which was established to provide better, more appropriate, investment solutions for clients of financial planning firms that are committed to looking after their client’s wealth as best able and working in the client’s best interests.
Matthew is the Chairman of the Investment Committee where his role is to provide oversight to the operations of the Investment Committee, coordination of independent members and the portfolio Manager, implementation, administration, reporting and compliance within the governance framework.
Matthew worked as a Certified Financial Planner® Professional for many years and has extensive experience operating as a financial adviser using Goals Based Advice and Investing solutions. He holds a deep understanding of the dynamics of the financial planning and wealth management industry and applies that to providing investment solutions that are fit-for-purpose within advisory businesses.
Matthew holds a Bachelor of Commerce with a double major in Economics and Finance from the University of NSW and a Diploma of Financial Planning from Deakin University.
Lynette Murray is a director of ActonAdviceGroup and is a Certified Financial Planner® Professional, a Certified Financial Strategist, and holds a Master of Personal Financial Planning from the University of Southern Queensland (MPFP). She has been working as a financial adviser since 1998.
In addition Lynette is a current member of the investment committee for Sambe Investments and also served for 6 years as a founding board member of the Canberra Glassworks (ministerial appointment) so brings business and governance acumen as well as extensive experience in sourcing suitable wealth management solutions.
Lynette is a member of the Financial Planning Association of Australia, and the Association of Independently Owned Financial Professionals, and is a Commissioner for Declarations.
Alex is the Founder of Livingstone Wealth Management a boutique advisory firm in Sydney. Alex has been providing financial advice to individuals and their families since 1998.
Before entering financial planning in 2002, Alex spent four years as a Stockbroker, providing advice on investments listed on the Australian Stock Market, working for Australia’s oldest stockbroking firm, Joseph Palmer & Sons, and the American firm, Merrill Lynch.
He has a Commerce Degree from the University of New South Wales, a Graduate Diploma in Finance and Investment from FINSIA and a Graduate Diploma in Self-Managed Superannuation Funds from Adelaide University.
Alex is passionate about teaching about money and has radio programs on a number of stations around Australia.