We would like to thank the following sponsors for their support on what will be a ground breaking conference for the industry:
We currently manage $3.2 billion across a range of global and Australian equity strategies.
Pengana’s Funds employ active strategies with non-benchmark mandates, giving our investment teams the freedom to invest in their best ideas with a focus on delivering distinct investment strategies that deliver strong risk-adjusted returns to investors, with a focus on capital preservation.
Our unique business model delivers centralised support from our corporate team, so our fund managers can focus on what they do best - managing portfolios. We were founded on the premise that alignment between a fund manager and its investors is crucial.
Pengana strives to give investors access to strategies that will create an impact on portfolio returns. We do this through our in-house investment teams, and by partnering with exceptional investment managers around the world.
In June 2017 Pengana merged with one of Australia’s largest ethical managed fund businesses, Hunter Hall, broadening and diversifying our investment strategies.
Aberdeen Asset Management is a global investment management group, managing assets for both institutional and retail clients from offices around the world. We manage investments across a broad range of asset classes and geographic markets. Based in or close to the markets in which we invest, we are dedicated to first-hand research to deliver the investment returns that enable our clients to achieve their goals.
Aberdeen has had a presence in Australia since December 2000, growing organically and by acquisition since that time. We manage assets for global and domestic clients, including listed investment companies, managed investment schemes and segregated mandates.
In August 2017 Aberdeen Asset Management PLC merged with Standard Life PLC, creating a new investment arm Aberdeen Standard Investments.
Capital Fund Management (CFM) is a pioneer in diversified, alternative investment strategies that provide a source of return to our investors with a low correlation to traditional equity and bond markets.
Our 26-year track record of innovation in finance and economics underpins a systematic approach. Investors can access a highly risk-controlled and systematic investment framework, participating in the benefits of rigorous diversification and the opportunity to access returns from plausible, repeatable market patterns, or phenomena.
CFM is among but a handful of global investors to apply academic techniques to dynamically and stringently test every investment strategy.
In the Australian retail /private wealth market we offer 2 strategies via our distribution partner Winston Capital Partners:
· CFM IS Diversified Trust: provides investors with a diversified exposure to Alternative Beta strategies within a single diversified portfolio, suitable as a core component of an investor’s alternative allocation.
· The CFM IS Trends Trust: provides investors with a global diversified exposure to Long Term Trend Following strategies across 5 global core asset classes and over 100 different markets. Its designed to capture long term trends across a wide range of markets and assets
Centuria Life has been managing investment bonds (aka “insurance bonds”) for more than 35 years. Formerly known as the Over Fifties Group, the name changed in 2006 following the merger with Century Funds Management and listed on the ASX. Centuria Capital manages $4.2 billion, split between Unlisted Property $1.8b, Listed Property $1.6b and Investment Bonds $800m.
The changes to superannuation which came into effect on 1 July 2017 has created interest in alternative tax effective structures such as investment bonds. The main strategies used are supplementing super, estate planning and saving for children and grandchildren.
Ignition Wealth is Australia’s leading digital financial advice (‘robo-advice’) specialist, offering digital financial advice solutions and investment options to enable advisers, accountants, super funds and financial enterprises to empower better financial futures for their organisation, clients and members. Automated investment software transforms financial businesses by supporting the delivery of quality, automated financial advice that’s scalable, efficient and always compliant.
Ignition Wealth has been providing tools and calculators to the superfund industry since 2010, powering over 1 million advice journeys. In 2015 Ignition Wealth gained an Australian Financial Services License and launched the eponymous B2B ‘robo-advice’ solution in October 2015.
In the past two years Ignition Wealth has partnered with some of Australia’s leading financial institutions to provide digital financial advice and has evolved the software offering to include elements including XPLAN consultancy and integration and a digital SMSF Guide. Ignition Wealth now offers a unique hybrid advice solution, with an in house team of advisers, operating under the Ignition Wealth AFSL, available to provide traditional advice in addition to the robo options
Formed in 2010, Mason Stevens is a privately owned firm offering investment administration and managed account solutions across multi-assets and multi-currencies. Through industry class technology, unparalleled access to global markets, efficient execution and intelligent insight, they make it possible for Advisers to grow their practice. Mason Stevens manages and administers over A$2.8 billion on behalf of clients (as at 30 June 2017), provides a genuine partnership with interests aligned to yours.
Allan Gray Australia has been investing on behalf of Australian investors through its focused, consistent contrarian, investment approach since 2006, as the wider group has done in South Africa since 1973.
As contrarian investors we focus on not following the crowd and uncovering opportunities in areas where others don’t look. We study what will drive a company’s performance and therefore its value over the next three, five, or even ten, years. Once we estimate a company’s value, we wait patiently.
It can take time for a share to be revalued by the market, but we’re prepared to invest for the long term.
We’ve been investing this way in Australia for over ten years and globally for over 40 years because over time it’s worked.
“Our single-minded investment philosophy can be accessed via any of Allan Gray Australia’s three funds – the Equity Fund, the Balanced Fund and the Stable Fund. Whether you are seeking higher long-term returns from Australian equities, growth with lower volatility through a balanced portfolio, or returns that are better than cash we make investing simple.”
With three Australian funds, along with institutional mandates, Allan Gray manages almost AUD $5 billion in assets.
BMO Global Asset Management is the asset management arm of BMO (Bank of Montreal), one of Canada’s largest banks. We are a global investment organisation providing investment management, retirement and trust and custody services to institutional, retail and high net worth investors around the world, with over 20 offices in 14 countries. As at 31 March 2017, we manage over USD230 billion in assets.
Through provision of market-leading investment capabilities across multiple asset classes, we focus on innovating and delivering investment solutions for clients. We are able to offer our clients access to core competencies such as global and regional equities, large and small cap equities, global rates, investment grade and non-investment grade credit as well as our award-winning LDI, property and Responsible Investment solutions. Our business is built around understanding our clients’ objectives and providing innovative solutions to meet those objectives.
Capital Group is one of the largest and oldest investment managers in the world with an 86-year history of managing equity, fixed income and private equity assets for all types of investors. Since 1931, Capital Group has been singularly focused on delivering superior, consistent results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Today, Capital Group manages A$1.6 trillion in long-term assets for millions of individual and institutional investors around the world. In APAC, the company has been serving investors for more than 30 years and employs more than 250 associates through offices in Beijing, Hong Kong, Mumbai, Singapore, Sydney and Tokyo.
Insight Investment is an active investment manager that has been operating since 2002. It is now responsible for A$935.3bn1 in assets under management, employing 211 investment professionals. Headquartered in London, Insight has operations in the UK, US, Australia and Japan. Our clients are predominantly pension and sovereign wealth funds.
In Australia, Insight’s eight local staff includes three investment professionals, managing A$32.8bn1 for institutional investors. Our core strength is objective-based investing with a strong risk management focus.
Investment solutions delivered for our Australian clients include tailored currency risk management programs (A$17.1bn1), an “inflation plus” multi-asset strategy (A$2.4bn1), a “cash plus” global absolute return bond strategy (A$1.3bn1), and bespoke asset allocation implementation services (A$12bn1).
In 2016 alone, Insight received significant industry recognition for its investment expertise, with eight awards for our fixed income capabilities as well as a number of different awards for other capabilities such as liability driven investment and absolute return.
1 As at 30 June 2017. Assets under management (AUM) are represented by the value of cash securities and other economic exposure managed for clients. Figures shown in AUD. FX rates as per WM Reuters 4pm Spot Rates. Reflects the AUM of Insight, the corporate brand for certain companies operated by Insight Investment Management Limited (IIML). Insight includes, among others, Insight Investment Management (Global) Limited (IIMG), Pareto Investment Management Limited (PIML), Cutwater Asset Management Corp. (CAMC), Cutwater Investor Services Corp. (CISC) and Insight North America LLC (INA), each of which provides asset management services.
Melling Capital Management was established in 2014 to provide portfolio management capabilities to clients of Paul Melling Retirement Planning and to broad client base of pre-retirees, self-managed super fund trustees, high net worth individuals, private companies and family trusts.
Prodigy Investment Partners is a multi-boutique investment management business bringing the brightest investment minds to benefit investors.
Prodigy is a joint venture between Euroz Limited and Mr Steve Tucker.
In building the Prodigy business, our key focus is to create sustainable investment businesses that delivers superior returns for our clients over the long term. We seek to partner with talented investment professionals to create quality investment strategies that can add significant value to clients.
To achieve this goal, we have built a business that we believe will foster successful investing. Its characteristics include:
· An innovative Boutique Partnership business model that is strongly aligned to our clients, and attractive to talented investment professionals;
· A platform of first class infrastructure and services that support our investment boutique partners; and
· Quality, talented and experienced executives to manage the business
Prodigy have successfully launched two funds to date being the Dalton Street Capital Absolute Return Fund and Flinders Emerging Companies Fund.
At the heart of financial advice is delivering on the goals of your clients. These are the things that really matter to your clients; and for which investment is just a means to an end.
DAC was designed and built by financial planners that wanted ‘real world’ investment portfolios to deliver on their client goals.
DAC has different portfolios to allow for different goals; be it timeframes/, liquidity requirements, return targets or risk management.
DAC’s portfolios place a heavy emphasis on capital preservation because when you talk with your clients’ having the capital there to meet their goals matters far more than relative performance. They are dynamically managed to fully price risk and deliver real returns net of CPI.
The Portfolio Manager is Dr Jerome Lander who has an exemplary record in investment management, with strategic input from Veronica Klaus, General Manager, Lonsec Investment Consulting, and Andrew Vallner, Managing Director, CPG Research & Advisory. Also sitting on the committee are practicing financial planners - so that DAC always keeps client goals front and centre in all that it does.
Harvest Lane Asset Management is a Sydney based investment manager who aims to generate superior risk-adjusted returns for its investors on an absolute return basis. By concentrating on merger arbitrage and other major corporate actions, Harvest Lane has a proven track record of outperforming their benchmark regardless of the of the broader market conditions. They seek to do so by identifying situations where they believe there is the potential to generate outsized returns relative to the risk incurred with a primary focus on protecting investor wealth.
Uniquely, Harvest Lane employs a performance only fee model whereby the Fund’s management fee is set just high enough to cover the external expenses of the Fund. Harvest Lane is therefore remunerated only if and when the fund outperforms their benchmark (RBA cash rate). By doing so Harvest Lane believes its interests are fully aligned with those of its investors.
A company listed on the ASX (ASX: MGP), managedaccounts.com.au delivers customised MDA Services allowing for an agnostic approach to portfolio management including IMA’s and SMA’s. One of Australia’s most established provider of managed accounts, managedaccounts combines award winning global technology with superior administration to create platforms that match the strategic intent of the licensee. Rather than a mass-market platform provider, managedaccounts works with select advisory and private wealth management firms, it has built platform solutions to over 50 leading advisory firms and continues to deliver its non-conflicted open architecture to the IFA network.
SQM Research is an investment research business specialising in managed investment ratings and the supply of real estate data.
It is founded and run by one of Australia’s most recognised and respected property analysts, Louis Christopher, whose objective, candid and honest approach to the real estate market is one of the foundations on which SQM Research has been built on.
In addition to its Residential Research Division, SQM Research also specialises in a Ratings Research Division where the company awards star ratings to a wide variety of managed investment funds within the real estate, alternatives and fixed income asset class sectors.
SQM Research has also recently launched a new Fund Data Service that provides a complete analytics tool covering over 9,000 managed investment funds and an Equity Data service that provides share by share analytics for all ASX stocks.
No More Practice Education provides CPD-accredited, video-based learning resources which are utilised online by a community of 22,000 finance professionals and 13,000 consumers.
The group also creates and provides educational content to more than 80 per cent of Australia’s financial advisers, through licensing video education to financial groups who want to train their network through high quality, video learning modules.
No More Practice Education enjoys a competitive advantage with its high production values, thanks to leveraging its group capability by accessing video content from well-known content creator, evolution media group.
Bennelong Funds Management (Bennelong) acquires, incubates and distributes active funds from Australia and around the globe. We have a proud history of identifying and partnering with quality boutique asset managers, offering high-grade investment solutions.
As equity partners in their individual businesses, each asset manager’s goals are aligned with those of their investors, providing greater impetus to achieve superior outcomes. While each boutique has its own distinctive philosophy and a dynamic and highly disciplined approach, they collectively believe in the benefits of active investment management. As such, they strive for out-performance, always seeking opportunities to maximise returns within their robust risk management frameworks.
Globally, we have over AUD9 billion funds under management and advice. In Australia, we currently support eight teams, managing 12 funds with over AUD8 billion in FUM. Our newly established UK subsidiary BennBridge, manages over AUD660 million (as at 2 October 2017).
Bennelong and BennBridge provide a holistic range of services to their boutiques, harnessing their entrepreneurial spirit while allowing them to focus what they do best - manage money. The asset managers’ boutique size fosters a nimble approach to innovation; this is coupled with Bennelong’s backing and business support, driving the scalability of their success.
Bennelong is a wholly owned subsidiary of the Bangarra Group (formerly known as the Bennelong Group), a privately owned company encompassing a number of independent businesses. Bennelong’s philanthropic agenda is demonstrated through their ongoing support of and alignment with the Group's charitable arm, the Bennelong Foundation. The Foundation aims to enhance community wellbeing and provide opportunities for positive and lasting change in our community, through partnering proactive social ventures. Since it was established in 2002/03, the Foundation has supported over 200 organisations through over 400 grants.
PineBridge Investments is a global asset manager with experience in emerging and developed markets, and investment capabilities in multi-asset, fixed income, equities and alternatives. Our firm is differentiated by the integration of on-the-ground investment teams of approximately 200 professionals, providing investors with the combined benefits of global fundamental perspectives and analytical insights. We manage US$85.5 billion as of 30 June 2017 for a global client base that includes institutions, insurance companies and intermediaries.