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Chris ROBERTSON

Email: Chris is an Investment Management veteran who has over 33yrs. of Asset and Wealth Management experience. Having worked in front and middle office (including the management of investment portfolios) for the large majority of his career, for the past 8 years has been consulting to Investment Managers and Superannuation funds.

Currently, Chris is partnered with Lonsec as the Business Delivery Lead for the Factset implementation project. He is also responsible for managing Lonsec’s ESG Aware strategy and is an active member of their Asset Allocation Committee. With over 20 years of experience using Factset, Chris brings a deep portfolio management perspective to Factset implementation projects.

Chris specializes in leading projects and driving change initiatives, including overseeing end-to-end system selection and implementation, conducting strategic organizational reviews, enhancing investment product sales and marketing, improving processes, and managing regulatory changes.

Workshop Stream One

03/11/2025 | 10:30 - 11:00 | Belgiorno (upstairs)