![Jon Fernie](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. Jonathan J.
Fernie, CFA MBA, is a Chief Investment Officer at Uniting Ethical Investors Ltd. Mr. Fernie is responsible for investment strategy and provides oversight of the U Ethical portfolios including risk management and implementation of the firm's Ethical Investment Policy.
He has over 15 years’ experience in the financial services industry, in Australia and the UK, with previous roles in equities research and wealth management.
He holds the Chartered Financial Analyst (CFA) designation and a Masters in Business Administration (MBA) from Melbourne Business School.
Jon Fernie active positions
| Companies | Position | Start |
|---|---|---|
Uniting Ethical Investors Ltd.
 Uniting Ethical Investors Ltd. Investment ManagersFinance U Ethical seeks to provide efficient and ethical management of invested funds, based on the ethical values and policy of the church. Each fund has a specific investment policy but all funds are bound by the ethical investment guidelines of UCA. As a socially responsible investor, the firm excludes investments in non-socially responsible industries and seeks to invest in companies which promote human welfare, dignity and respect and the general good such as Clean Energy, Sustainable Agriculture, Recycling and Reuse, Employment, Community and Education Services, and Healthcare. U Ethical also encourages investment in companies producing goods or services, which enhance the health and welfare of individuals and communities, and preserve the environment. | Chief Investment Officer | 01/01/2022 |
Former positions of Jon Fernie
| Companies | Position | End |
|---|---|---|
Austock Securities Ltd.
 Austock Securities Ltd. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
7
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Uniting Ethical Investors Ltd.
Uniting Ethical Investors Ltd. Investment ManagersFinance U Ethical seeks to provide efficient and ethical management of invested funds, based on the ethical values and policy of the church. Each fund has a specific investment policy but all funds are bound by the ethical investment guidelines of UCA. As a socially responsible investor, the firm excludes investments in non-socially responsible industries and seeks to invest in companies which promote human welfare, dignity and respect and the general good such as Clean Energy, Sustainable Agriculture, Recycling and Reuse, Employment, Community and Education Services, and Healthcare. U Ethical also encourages investment in companies producing goods or services, which enhance the health and welfare of individuals and communities, and preserve the environment. | Finance |
Austock Securities Ltd.
Austock Securities Ltd. Investment Banks/BrokersFinance Provides brokerage services | Finance |
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