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About Ascalon Capital

Integrating Institutional Expertise with Entrepreneurial Agility

We are an autonomous investment company that combines the knowledge and experience of our institutional heritage with a flexible and entrepreneurial mindset. The team have extensive experience providing investment services to retail and high net worth clients, family offices and institutional investors. We employ a flexible, comprehensive framework and repeatable processes. Our solutions are backed by expertise and thought leadership across the entire investment process.

Overview of the Ascalon Capital

Ascalon Capital is an institutional-grade Investment Consulting service. Ascalon Capital provides a better and differentiated experience for clients. We build and manage portfolios that will protect through the economic and investment cycle.

Our Team

Shane Hawke

Managing Director, Head of Investments

Shane has over 30 years in Financial Services with 24 years' experience in investment management roles covering a range of functions including investment research, portfolio construction, governance, asset allocation, risk management and communications. He has also spent over 5 years in financial planning roles.

Prior to joining Ascalon he was Head of Research and Advisory for Oreana Portfolio Advisory. Before this role Shane was Manager - Research for NAB Wealth's research team, ThreeSixty Research, where he managed the investment due diligence and portfolio construction of NAB Wealth Licensee's Approved Products Lists, model portfolios and Investment menus.

Shane has studied at the University of Canberra completing a Bachelor of Commerce (Banking and Finance). He has also completed the Graduate Diploma of Applied Finance and Investment from the Securities Institute of Australia.

Dr Isaac Poole CIMA®

Executive Director, Chief Investment Officer

Isaac is one of the leading voices on global capital market and investing strategy in Australia and Asia. Isaac regularly appears on international news platforms including Bloomberg, CNBC, BBC World News, Ausbiz TV and Asia Times Financial.

Prior to joining Ascalon Isaac was Global CIO for Oreana Portfolio Advisory. Isaac also worked at Willis Towers Watson as the Head of Capital Markets Research in the Asia-Pacific. Isaac's focus in this role was delivering asset allocation solutions to improve portfolio outcomes and returns.

Other prior roles include Chief Economist at NSW Treasury Corporation, and Manager of Economic Risk at Lloyds Banking Group.

Isaac's impressive track record is underpinned by a PhD in Economics from the University of Sydney and he is a Certified Investment Management Analyst.

Dr Evelyn Looi

Investment Consultant

Evelyn is a dynamic professional with a passion for investment and research. With over 15 years of research experience and nearly eight years in investment management, her expertise lies in macroeconomic monitoring, investment manager research, portfolio construction and management, marketing, and communications. Her diverse career includes significant roles in investment management, academia, and consultancy.

Prior to joining Ascalon Capital, Evelyn was a Deputy Portfolio Manager at Activam Group and formerly Activus Investment Advisers. She also worked as a Research Analyst at Activus Research, where she conducted research and due diligence on investment managers, analysed data, and authored ratings reports. Further, she developed an app for financial planners in Malaysia for her Honours project in 2005.

Evelyn holds a PhD in Management from the University of Otago, an MSc in Management Research from the University of Glasgow, and a First-Class Honours degree in Business Information Technology from Coventry University. Additionally, she has earned the Financial Planning & Wealth Management Certification from the Corporate Finance Institute and is currently pursuing CFA Level 1.

Louise Liu CFA

Investment Analyst

Louise joined the team in July 2019 as an Investment Analyst. She has responsibilities across the entire portfolio management process and economic and market research.

Louise's previous roles have enabled her to gain experience in finance, compliance, and consulting industries as an intern.

Louise holds a Bachelor of Science in Economics and Finance from the Hong Kong University of Science and Technology, with experience in computer programming. Louise has completed CFA Level 2.

Florence Savage

Investment Analyst

Florence joined the team in July 2020 as an Investment Analyst. She has responsibilities across the entire portfolio management process as well as supporting the economic and market research capability.

Florence's previous roles have enabled her to gain experience as a macroeconomic analyst focusing on Asian economies.

Florence holds a degree in Economics from the University of London and a Masters from City University of Hong Kong.

Stewardship & Investment Governance

Ascalon strives for the effective use of people, processes, policies, and technology to fulfill a fiduciary duty. Best-practice stewardship links with Ascalon's investment expertise and investment processes. Ascalon delivers:

  • Clarity around mission and objectives.
  • A robust Investment Policy.
  • A flexible opportunity set.
  • A consistent implementation process.
  • Ongoing, disciplined oversight.
  • Transparent monitoring and reporting.

Our commitment is to building, maintaining and improving a clear framework linking our investment expertise to investment outcomes.

Governance

Best practice investment governance requires effective use of all of the tools and resources available to fulfil our fiduciary duty. Those tools and resources include people, policies, processes and technology. Governance should be ongoing and have a clear review framework. Ultimately, good governance should ensure investment decisions are made that will maximise your welfare.

Robust & Repeatable Investment Process

Ascalon follows a repeatable, credible, institutional investment and governance framework.

The framework is universal. One framework. One engine. Unlimited solutions.

The team have used this to work with clients ranging from the largest asset owners globally to fund managers and intermediaries.

Dynamic Asset Allocation

Our Dynamic Asset Allocation (DAA) process is our active investment strategy that adds value to our Strategic Asset Allocation (SAA) capabilities. The process adds exposure to assets that are undervalued and reduces exposure to assets that are overvalued.

Manager Research and Selection

Ascalon Capital's Manager Research Team is experienced and follows a repeatable and quantitative process, supported by deep qualitative research, incorporating clear and actionable core beliefs. We have a clear sense of the critical success factors required in building and sustaining a competitive investment advantage. We look for these success factors as an indicator of skill in delivering returns, rather than luck.

Strategic Asset Allocation

Strategic Asset Allocation (SAA) is the process that Ascalon Capital uses to determine longterm Asset Allocation targets.

Get in touch

  Ascalon Capital

Ascalon is a diversified investment consulting and asset management company with an established and growing presence in the Asia Pacific region.

Contact Us
Australia
Melbourne
Level 16, 627 Chapel Street, South Yarra, Melbourne VIC 3141

T : +61 3 9804 7113
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