Head of Institutional Portfolio Management and Solutions

Jody Fitzgerald, Head of Institutional Portfolio Management and Solutions
• Bachelor of Economics(Economics and Finance)(First Class Honours)
• Graduate Diploma of Applied Finance and Investment
Jody joined Morningstar Investment Management Australia Limited in November 2018 as Head of Institutional Portfolio Management and Solutions where she is responsible for the design and management of institutional portfolios and solutions. She is also a member of the regional Investment Policy Committee and Portfolio Construction Sub-Committee. Jody has over 20 years’ industry experience. She worked previously at Australian Unity Investment as Head of Investment Product and Strategy for 6 years where she was accountable for the commercial viability of products and solutions through collaboration with the institutional sales team and portfolio managers to develop fit for purpose multi-asset class investment solutions (excluding direct property) for institutional clients. Under her leadership, asset consultant and retail research house ratings improved and platform listings increased for these Australian Unity offerings. Prior to this, she also held other senior management roles at UBS Wealth Management and Skandia where she was instrumental in the growth of the wealth management business and FUM levels. She was responsible for constructing investment products and tailored solutions for key clients, as well as leading asset consulting services to dealer group clients. She also served as Skandia’s media spokesperson for investment related matters. Jody has a bachelor’s degree in Economics with First Class Honours from the University of New South Wales and a graduate diploma in Applied Finance and Investment from Securities Institute of Australia.