Investment Committee

The Investment Committee works closely with our investments team and the Board to make strategic decisions on how we manage members’ money. It's another way we work to help you achieve your retirement goals.

The HESTA Investment Committee assists the Board to set the Fund’s investment
objectives and ensures investment risks are monitored and managed.

 

The committee is also responsible for:     

  • monitoring all investment decisions to ensure they are made in accordance with Fund governance
  • ensuring the Trustee’s organisational structure and resources supports the investment objectives of HESTA, and
  • monitoring the performance and effectiveness of the investment strategy.

Meeting a minimum of six times a year, the Committee comprises:

 

 

Investment Committee Chair

 

Image of Mark Burgess

Mark Burgess
Adviser and Non-Executive Director

Mark Burgess has had an extensive global career leading asset managers and owners. He is a senior advisor to the industry and holds several Non-Executive Director positions. 

Mark is Independant Chairman of Yarra Capital Management, Chairman of the Advisory Board of Jamieson Coote Bonds, Non-Executive Director of Northern Territory Infrastructure Development Fund and on the advisory board of the OMFIF in London.

Mark was previously the Managing Director of the Future Fund, Australia’s $120+ billion-dollar sovereign wealth fund. Prior to this he was CEO of Treasury Group, an Australian listed investment company with over $16bn under management. He has also worked overseas extensively including as an Executive Vice Chairman and CEO of Credit Suisse Asset Management (EMEA) in London, and a Global CIO for Equities and Multi-Assets. He has also held high profile Global CIO roles for American Express Asset Management, Colonial First State, Colonial Group and senior Portfolio Manager Bankers Trust.

 

 

 

external Committee member

 

Image of Melda Donnelly

Melda Donnelly

Melda, a chartered accountant, is the founder and former chairperson of the Centre for Investor Education, a specialist education and consultancy firm for executives in Australian superannuation funds, institutional investment bodies and the financial services markets. Melda’s previous work experience includes CEO of the Queensland Investment Corporation (QIC), deputy managing director of ANZ Funds Management and managing director of ANZ Trustees.

Melda was formerly deputy chairperson of the Victorian Funds Management Corporation, independent director of UniSuper and member of its Investment Committee and Audit, Risk and Compliance Committee and non-executive director of Ashmore Group plc. In addition, Melda is currently an Independent Non-Executive Director of Pacific Current Group (formerly Treasury Group), a member of the Advisory Committee of the Oxford University Centre for Ageing and is a senior adviser to superannuation publisher and event organiser, Conexus Financial.