Bee Lim
Back to our peoplePrincipal, Chief Financial Officer | B COMM. (AUSTRALIA), CA
Biography
Bee joined NZ Funds Management in 1993 and she is responsible for all financial aspects of the corporate entities and portfolios. With her engineering background, Bee is also responsible for infrastructure aspects including office management, leasing and renovations.
Prior to 1993, Bee was an Audit Manager at Ernst & Young for 7 years where NZ Funds Management was her first client in 1988.
Approach
My exposure to this industry over 20 years has allowed me to grow and add value to the portfolios in, for example, the design of the new investment offering platform and reducing and controlling cost aspects of the portfolios.
Seven years of disciplined audit experience allows me to ensure that our Investment team adds optimal value to the investors’ portfolios without compromising the risk positions on the investors or NZ Funds Management.
My accounting experience over the years helped both the portfolios and corporate entities to transit smoothly to the new International Financial Reporting Standards (IFRS) regime in 2008. Moving forward, my approach to the continual updates and changes in this area affecting the complex valuation issues of certain securities is to take a pragmatic, commonsense approach within the IFRS rules.
Basically, the key approach I take in making any decision be it a financial, operational, accounting or compliance issue, is ‘what is the best option from the investors’ perspective?’
