All Ordinaries Equity Index Bank of Bermuda / Trust Australia All Ordinaries Equity Index Bank / UBS / Bank of Bermuda/Asia Hedge / Ernst & Young / Optimal Australia Absolute Trust / AP Eagers Limited / Goldman Sachs International / Shanghai Banking Corporation Limited / Lehman / Key Risk/Return Risk Fund / Zenith Investment Partners / Equity Index Bank of Bermuda/AsiaHedge / Product Assessment Optimal Australia Absolute Trust / Bank of Bermuda/ AsiaHedge / Rio Tinto Plc. / Benchmark(s) Australia All Ordinaries Equity Index Bank / Australian incorporated / Organisation Optimal Australia / ZENITH PARTNERS PTY LTD / HSBC / Fund Australia All Ordinaries Equity Index Bank / Citigroup Australia / Optimal Funds Management Australia Pty Ltd / /
Domicile Australia Open Yes Management Fee / University of Melbourne / /
IndustryTerm
secure web access / compliance infrastructure / risk management / risk management tool / compliance systems / identical counterparty infrastructure / bank reconciliation / /
MarketIndex
All Ordinaries Equity / AOI 500 / ASX / /
Organization
University of Melbourne / Executive Committee / Financial Services Authority / Compliance Committee / Australian Securities and Investment Commission / Optimal Australia Absolute Fund / /
Person
Arthur Robinson / George Colman / Peter Whiting / George Coleman / Stephen Nicholls / Principals George Colman / Max Drawdown / Sydney Branch / / /
Position
Prime Broker / fund administrator / Service Providers The Manager / Prime Minister / Administrator and Prime Broker / Portfolio Manager / Manager / cash custodian / fund manager / Principal and Portfolio Manager / share custodian / Director in the Equities Division a Managing / career analyst / Manager a unique risk management tool / Director in the Equity Research Division a Managing / legal advisor / Capacity Manager / director / Director in the Equities Division / licensed financial adviser / Administrator / Analyst / Daniel Liptak Head / independent risk manager / Non-Executive Director / career securities analyst / international equity fund portfolio manager / leading sell-side analyst / analyst and then PM / /
Product Assessment Optimal Australia Absolute Trust 4 May 2011