Our People
About Michael
Michael is Head of Multi Asset for Perpetual Asset Management. In this role he is responsible for the suite of Multi Asset Funds and capital markets research.
Michael joined Perpetual in June 2014 and has 18 years finance industry experience. Prior to joining Perpetual Michael worked at JANA for 13 years, and held a number of positions across research, consulting and portfolio management, including Head of Investments, Implemented Consulting.
Earlier in his career Michael held a variety of positions at UBS, Morgan Stanley and Barclays Capital in both Australia and the United Kingdom.
Michael holds a Bachelor of Business (Economics and Finance) from RMIT University and is a Vincent Fairfax fellow.
Multi Asset Strategies Team
Matt Sherwood
David Hudson
Geoff Ryan
Russell Turner
Rema Elias
Alan Polley
Rita Bodrina- Ken Phang
Michael O’Dea
Head of Multi Asset
Multi Asset Strategies
About Matt
Matt Sherwood is Perpetual’s Head of Investment Strategy, Multi Asset. In this role, Matt is responsible for monitoring, analysing and forecasting earnings growth, interest rates, currencies, economic growth and policy implications across major regions.
Matt joined Perpetual Asset Management Australia in 2005 and his viewpoints and analysis of international developments are frequently sought by policymakers, opinion leaders and investors in Australia and Asia. These include television news networks such as Reuters, CNN and Bloomberg in Asia and Sky News, SBS and the ABC in Australia. His opinions have appeared in many newspapers including the Wall Street Journal, Washington Post, the New York Times and Australian Financial Review.
Matt has previously been a panel member which discussed macro issues with the US Federal Reserve on a quarterly basis and has briefed the BIS on several occasions on balance sheet issues facing the global economy. His current research focus is on the global trade war and whether monetary policy can prevent a serious downdraft in growth and regional sharemarkets.
Matt is a published author of the book titled ‘Intelligent Investing’ and began his career as a Senior Economist at the Reserve Bank of Australia, where he gained significant experience in monetary policy formulation and undertook detailed research into the equity risk premium, currency markets and business investment.
Matt has a Bachelor of Business from the University of Newcastle and a Masters Degree in Economics (Finance and Econometrics) from the University of Sydney. Matthew has also held a lecturing position with Kaplan Education (formally FINSIA) between 1997 and 2010 and has also lectured MBA classes from Case Western Reserve University in the United States.
Multi Asset Strategies Team
Michael O’Dea-
David Hudson
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Geoff Ryan
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Russell Turner
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Rema Elias
- Alan Polley
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Rita Bodrina
- Ken Phang
Matt Sherwood
Head of Investment Strategy, Multi Asset
Multi Asset Strategies
About David
David Hudson is the Head of Asset Allocation within the Multi Asset team for Perpetual Asset Management Australia. In this role, David is part of the portfolio management team managing all multi asset funds. He is responsible for generating and implementing active asset allocation ideas and the strategic asset allocation of multi asset funds.
David is a proven portfolio manager with almost two decades experience in multi asset portfolio management including 14 years as the lead portfolio manager of diversified funds at BlackRock Investment Management. David has a strong fundamental background in macroeconomics and all asset classes.
David has also held positions as an equity strategist at Bankers Trust Investment Management; fixed income strategist and senior economist at Bankers Trust Investment Bank; and as a senior adviser to the Prime Minister. He started his career as an economist with the Commonwealth Department of Treasury in the early 1980s.
David has an Honours degree in Economics from Adelaide University.
Multi Asset Strategies Team
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Michael O’Dea
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Matt Sherwood
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Geoff Ryan
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Russell Turner
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Rema Elias
- Alan Polley
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Rita Bodrina
- Ken Phang
David Hudson
Head of Asset Allocation
Multi Asset Strategies
About Geoff
Geoff Ryan is Portfolio Manager for Diversified Strategies at Perpetual Asset Management. In this role, he is responsible for the portfolio management of the diversified funds and tactical asset allocation.
Geoff joined Perpetual Asset Management Australia in June 2018, having previously worked for five years as Investment Manager, Risk & Strategy for Commonwealth Superannuation Corporation where he developed and implemented the Fund’s dynamic asset allocation process.
Prior to this, he worked at Black Rock / Merrill Lynch, where he held various roles in the multi-asset division. Most recently he was Portfolio Manager, Balanced Funds and Portfolio Manager, Overlays as well as Strategist, Fundamental Global Macro Funds.
Geoff has a Bachelor of Economics (Honours).
Multi Asset Strategies Team
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Michael O’Dea
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Matt Sherwood
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David Hudson
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Russell Turner
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Rema Elias
- Alan Polley
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Rita Bodrina
- Ken Phang
Geoff Ryan
Portfolio Manager, Diversified Strategies
Multi Asset Strategies
About Russell
Russell Turner is a Portfolio Manager in the Multi-Asset team for Perpetual Asset Management Australia. In this role, he assists the ongoing development of macro-economic modelling, the evolution of dynamic asset allocation process and undertakes manager research.
Russell joined Perpetual Asset Management Australia in July 2015, having previously worked as the Business Manager to Geoff Lloyd, Perpetual’s CEO. Prior to this, he was a Graduate in Perpetual Private.
Russell has a Bachelor of Laws, Bachelor of Science, majoring in Applied Mathematics and a Master of Commerce, majoring in Applied Finance and is a Chartered Financial Analyst.
Multi Asset Strategies Team
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Michael O’Dea
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Matt Sherwood
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David Hudson
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Geoff Ryan
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Rema Elias
- Alan Polley
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Rita Bodrina
- Ken Phang
Russell Turner
Portfolio Manager
Multi Asset Strategies
About Rema
Rema Elias is an Investment Analyst in the Multi-Asset team for Perpetual Asset Management Australia. In this role, she will assist with the portfolio management of smart beta portfolios and the implementation of tactical asset allocation positions.
Rema joined Perpetual Asset Management Australia in July 2014, having previously managed the Performance and Analytics team at BNP Paribas. Prior to this, she was a Senior Performance Analyst at RBC Investor and Treasury Services.
Rema has a Bachelor in Mathematics and Finance.
Multi Asset Strategies Team
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Michael O’Dea
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Matt Sherwood
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David Hudson
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Geoff Ryan
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Russell Turner
- Alan Polley
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Rita Bodrina
- Ken Phang
Rema Elias
Investment Analyst
Multi Asset Strategies
About Alan
Alan joined Pendal Group in February 2017, with extensive investment management and consulting experience. Prior to joining the company, Alan was Senior Manager, Model Portfolios and Risk Research at TCorp, with responsibility for portfolio management of over $40 billion in defined benefit and insurance multi-asset portfolios, developing TCorp’s strategic and dynamic asset allocation processes covering $80 billion in assets, and liquid alternative manager research.
Alan’s prior experience includes six years at AMP Capital in portfolio management and quantitative analysis roles. His most recent role at AMP Capital was a Portfolio Manager/Analyst within the quantitative equites team running and developing the quantitative process across Australian and Asian equities in long only and long/short form. Alan joined AMP Capital as a Quantitative Risk Analyst within the Investment Risk Team that worked to tailor and develop bespoke risk models and analytics for the various internal investment teams, as well as whole of business investment risk analysis. Alan started his career at Mercer Investment Consulting, where he was an investment consultant to some of the largest institutional clients in Australia providing investment advice as well as being actively involved in strategic and manager research functions.
Alan has a Masters of Quantitative Finance, Bachelor of Business (Finance) and Bachelor of Science (Applied Physics) from the University of Technology, Sydney, a Graduate Diploma in Applied Finance and Investment from FINSIA, and is a CFA Charterholder.
Multi Asset Strategies Team
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Michael O’Dea
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Matt Sherwood
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David Hudson
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Geoff Ryan
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Russell Turner
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Rema Elias
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Rita Bodrina
- Ken Phang
Funds managed by Alan
Recent articles by Alan
- Alan Polley: A hard landing is looking less and less likely. Here’s the evidence
- Asset allocation: Why you could do with a little more home bias right now
- Alan Polley: Balanced funds are looking more attractive as conditions normalise
- The ‘old normal’ is back. Here’s what it means for asset allocation
- How to hold commodities in a sustainable portfolio (and why you would)
- Economic outlook: what a weakening services sector means for investors
- Alan Polley: What is r* and how it helps investors analyse rates
- Multi-asset: Why it’s time to shift to liquid alternative investments
- Caution warranted after strong market rally
- Strategic asset allocation: what matters in the long run
- It’s time to do an annual portfolio health check. Here’s how
- Asset allocation: what our multi-asset team learned in its latest strategic review
- Alan Polley: Consider foreign currency exposure in international share portfolios
- Why it’s important to consider ESG in asset allocation
- Alan Polley: Time to rethink the role of cash in portfolios
- Alan Polley: Transitory or not, inflation is undergoing long-term structural change
Alan Polley
Senior Sustainable Investments Lead
Multi Asset Strategies
About Rita
Rita joined Pendal Group (formerly BT Investment Management) in April 2022 as a Quantitative Analyst under the Multi-Asset Investments team. In this role, Rita is responsible for quantitative analysis in relation to asset allocation and research to enhance and grow Pendal’s funds. Rita also assists the I&FI team.
Prior to joining Pendal, Rita worked at Commonwealth Bank where she was a Graduate and then a Quantitative Analyst. There she was responsible for the generation of insights for the Banks portfolios, by building mathematical models and performing statistical analysis. Her work also involved conducting product research, financial analysis, and industry research as an input to understanding product positioning.
Rita holds a Bachelor’s degree in Finance and Statistics and a Master’s degree in Mathematics from Monash University. Rita is also currently undertaking studies in the CFA program.
Multi Asset Strategies Team
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Michael O’Dea
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Matt Sherwood
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David Hudson
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Geoff Ryan
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Russell Turner
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Rema Elias
- Alan Polley
- Ken Phang
Rita Bodrina
Investment Analyst
Multi Asset Strategies