The Findex Group, one of Australia’s largest financial services and accounting groups, today announced the appointment of Dr Stefano Cavaglia as its head of investment research.

Dr Cavaglia is an internationally recognized investment manager with over 20 years’ experience across Australia, North America, and Europe.

He is best known for his path breaking work on the importance of industry factors that supported the restructuring of UBS Asset Management’s global equity investment process ($400b) which he led. He subsequently founded and managed the UBS O’Connor quantitative long/short global equity product, out of Chicago.

His clients included some of the world’s largest and most sophisticated pension plans as well as high net worth individuals.

As head of research, Dr Cavaglia’s main role is to provide investment research services across all Findex brands, and add to the high level of service for clients, accountants and financial advisers.

Spiro Paule, CEO of the Findex Group said “Stefano’s technical skills and hands on portfolio experience have enabled him to deliver best of breed investment solutions to individual investors. These qualities are invaluable.

As part of the natural evolution of our business we will be undertaking a significant amount of administrative and portfolio services in-house. These changes are designed to further improve our client services and client experience and Stefano’s contribution will be invaluable in this process.”

“He has a strong experience in building investments solutions and we look forward to introducing him and his research work to our network of advisers, accountants and clients.”

“Apart from managing research across all our companies, Stefano will be responsible for integrating research and presenting a Findex house view on corporate governance and compliance. These areas become very significant in a post GFC world and he will follow through integrating this across all our platforms, SOAs, MDAs and brokerage services.

“This appointment further strengthens our footprint as innovators and thought leaders in the financial services and accounting field,” added Mr Paule.

In Australia, Dr Cavaglia was most recently the portfolio manager at Philo Capital. He has also worked at MLC Investment Management as the portfolio manager for alternative investments.

He was an economist at the Organization for Economic Cooperation and Development, based in Paris. In addition to this he has consulted to World Bank and United Nations.

Dr Cavaglia has made significant contributions to practitioner’s knowledge and understanding of markets through numerous publications in trade journals. His article ‘On the Increasing Importance of Industry Factors’ is cited widely as a reference in the CFA curriculum and featured by the financial press around the globe.

Dr Cavaglia holds a Ph.D. – International Finance and Economics, University of Chicago, and an MBA from University of California, Berkeley. He is an Italian national and has been known to make client presentations in five different languages.

About the Findex Group:

The Findex Group is one of Australia’s largest non-aligned and privately owned financial advisory and accounting groups. It has businesses across the spectrum of the financial advice and accounting industry including middle range, high net worth, public sector and online.

The Findex Group’s portfolio of financial services brands and businesses includes Financial Index Wealth Accountants, Centric Wealth, Crowe Horwath Australasia, MOVO, CIVIC Financial Planning and Prescott Securities.

Findex Group businesses have more than $15 billion under management.

Findex has been awarded the IFA Excellence Awards for best dealer group 2014 and listed in the BRW 2014 Most Innovative Companies list.

More about the Findex Group: www.findexgroup.com.au

For all media queries please contact Shed Media:

Peter White: 0416 041390 or Simrita Virk: 0434 531 172
Shed Head Office: 02 9247 8533

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