Andrew Coutts

Following MA Financial's acquisition of the IP Generation platform, assumed leadership of Investment Management for a combined core real estate portfolio of ~$5bn AUM on behalf of wholesale and institutional clients.

Responsibility for investment management, capital transactions and treasury management for the IPG suite of funds. IP Generation is an investor and boutique fund manager of commercial real estate which employs a management intensive, private equity style approach to acquiring and running its portfolio of investments. IP Generation currently manages over $2.3 billion of assets across a mix of retail, development and office property.

Fund Manager for an Australian core office portfolio on behalf of HESTA. Responsibility for delivering the AXA IM Australia strategic plan, including development of new investment initiatives.

In conjunction with the Head of Funds Management, Real Assets, responsible for management of the CSC Mandate – AXA Investment Management’s largest institutional property fund in Australia which includes premium grade office and super regional retail assets. AXA Investment Managers - Real Assets is one of the leading real estate portfolio and asset managers in Europe and one of the largest in the world, with over $100 billion of assets under management as at December 2019 (unaudited).

Deputy Fund Manager for the CSC Mandate

Responsible for deal sourcing, due diligence, deal execution and investment management activities related to the IIG portfolio of real estate investments.

Senior member of KPMG’s Real Estate Advisory team (REAS), which advises on all aspects of real estate strategy, transactions, development, and valuations to a broad range of public sector, private and institutional clients.

Lead Analyst managing coverage of the Global Property, Global Infrastructure and Direct Property sectors, and member of the broader managed funds research team. The role involved the analysis of investment managers, markets and equities to produce investment research and advice for retail and institutional clients. Also served as a member of the Lonsec Investment Committee, responsible for the review and ratification of house views on global investment markets and Tactical Asset Allocation.

Held responsibility for the investment management of all aspects of a number of dedicated portfolios exceeding $A1b in AuM. Responsibilities included investment analysis, strategy & business planning, acquisition & disposal of assets, market research, marketing and investor relations. Also held responsibility for the day to day investment and operational activities of a fund, fund level analysis and forecasting, and general business analysis.

Responsible for financial modelling for the flagship $1.5b Diversified Property Fund, preparation of quarterly investor and financial reporting, assisting with preparation of asset plans, attending to investor requests, stakeholder meetings, analysis and implementation of the investment portfolio and optimising Fund performance.

Worked within International Financial Control, which managed HSBC's offshore subsidiaries throughout Europe and Latin America. Responsibilities included preparation of Management Accounts, forecasting & budgeting for the International business and implementing HORIS (Head Office Reporting Information System), a corporate & Institutional banking project for international reporting countries with corporate income booked in London.