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Alexander Funds appoints John Caldwell as Chief Executive Officer

From Alexander Funds

Alexander Funds is pleased to announce the appointment of John Caldwell as Chief Executive Officer, effective 7 September 2026. The appointment follows a comprehensive search process undertaken by the Board

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18 Jun 2026

Rachel Shirley resigns as CEO of Alexander Funds

From Alexander Funds

Alexander Funds wishes to announce that Chief Executive Officer, Rachel Shirley has tendered her resignation. However, she will remain with the firm to facilitate an orderly transition. As co-founder of

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11 Feb 2026

Oliver Carr appointed Business Development Associate for Alexander Funds

From Alexander Funds

Alexander Funds is pleased to announce the appointment of Oliver Carr as Business Development Associate, based in Sydney. Oliver joins the Distribution team at Alexander Funds, led by Chris Inifer,

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11 Nov 2025

Beatriz Marchueta appointed Regional Manager VIC, SA and TAS for Alexander Funds

From Alexander Funds

Alexander Funds is excited to announce the appointment of Beatriz Marchueta as Regional Manager for VIC, SA & TAS, based in Melbourne. Beatriz will join Head of Distribution, Chris Inifer,

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12 Feb 2025

Giles Gunesekera OAM appointed Independent Chair of the Alexander Funds ESG Committee

From Alexander Funds

Alexander Funds, a Melbourne based boutique credit Investment Manager has great pleasure in announcing the appointment of Giles Gunesekera OAM as Independent Chair of the ESG Committee. Giles will add independent, external

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26 Apr 2024

Modern Portfolio Theory and the Rise of Ratios in Portfolio Construction

From Alexander Funds

Background Since their inception, financial markets have provided investors with the opportunity to increase their wealth. However, this is of course not always the case – at times, and without

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07 Mar 2024

Alternative assets – de-banking and the evolution of private credit

From Alexander Funds

Debt is a vital source of capital for all participants in the economy. The ability to access credit, thereby going into debt, allows actors to bring forward consumption and make

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08 Feb 2024

The return of the prodigal product – Credit default swaps explained

From Alexander Funds

Background One of the downsides of the Global Financial Crisis (GFC) has been the tarnished reputation of certain financial instruments that were developed with good intentions, namely derivatives. While there

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29 Nov 2023

Jason Smit appointed Regional Manager Victoria, South Australia and Tasmania for Alexander Funds

From Alexander Funds

Alexander Funds is excited to announce the appointment of Jason Smit as Regional Manager for VIC, SA & TAS, based in Melbourne. Jason will join Head of Distribution, Chris Inifer,

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03 Nov 2023

Alexander Funds wins Best Fixed Income and Credit Fund

From Alexander Funds

The Alexander Funds Credit Opportunities Fund (the Fund) was awarded 2023 Best Alternative Fixed Income & Credit Specialist Award at last week’s Australian Alternative Investment Awards. This is the 7th

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21 Sep 2023

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]