Super fund investment chief departs

The chief investment officer of a $9 billion superannuation fund has resigned.

Ian Lundy leaves Tasplan after more than two years in the role.

Lundy started at the Retirement Benefits Fund (RBF) as chief investment officer in March 2011 and was instrumental in integrating the RBF investment portfolio with Tasplan. The two organisations merged in 2016.

His previous experience includes working as a chief investment officer at Forte Investment Advisors and senior research analyst at Russell Investments.

Tasplan chair Naomi Edwards thanked Lundy for his services over the last eight years.

"The bringing together of multi-billion-dollar investment funds over the last number of years has been a complex process and I thank Dr Lundy for his dedicated stewardship of our member's assets and for this very successful contribution to the retirement outcomes of Tasmanians," Edwards said.

Lundy commented: "During my time with both organisations, there has been considerable investment growth for the funds and it is fantastic to now see a Tasmanian-based organisation managing over $9 billion in assets for is 138,000 members throughout Australia."

He added it was time to move onto new challenges.

Tasplan outsources most of its investment capabilities. In-house, it has a cash management and commercial property team, as well as a Tasmanian-focussed commercial mortgage portfolio.

Trish Donohue joined Tasplan as a non-executive director last November.

She was an investment executive at Cbus and founding member of its investment team.

Read more: TasplanIan LundyDr Lundy forNaomi EdwardsAustraliaCbusForte Investment AdvisorsRetirement Benefits FundRussell InvestmentsTasmaniansTrish Donohue
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