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06 November 2025 by Olivia Grace-Curran

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RBF hires former Forte MD

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RBF has appointed former Forte Investment Advisors managing director Ian Lundy as CIO.

Tasmanian public sector super fund Retirement Benefits Fund (RBF) has appointed Ian Lundy as chief investment officer.

"Lundy's appointment completes the new executive structure supporting RBF's strategic direction, which involves engaging an administration partner, Mercer (Australia), and positioning RBF to apply to the Australian Prudential Regulation Authority for licensing as a registered superannuation fund." RBF chief executive Philip Mussared said.

Lundy ran his own investment company Forte Investment Advisors before joining RBF.

Forte was the manager of the Asian equities multi-manager fund Forte Asia Trust, which was wound up in June 2009.

 
 

Since then he has been working as an investment consultant for asset managers, including Australian Unity Investments-backed boutique Acorn Capital.

Lundy also had stints as senior research analyst with Russell Investment Group and as research manager with Deutsche Financial Planning.

Lundy will start with the $3.8 billion RBF on 15 March this year.