Aberdeen Asset Management is a global investment management group, managing assets for both institutional and retail clients from offices around the world. Our teams are located in the regions in which we invest, giving us an understanding of global markets from the local level upward. We champion original thinking and knowledge, and our investment decisions are based solely on our own research. Aberdeen has had a presence in the Australian market since 2000. We manage assets for a range of global and domestic clients, including listed investment companies, managed investment schemes and segregated mandates. Our clients access our investment expertise in equities, fixed income, property and alternatives, via segregated and pooled products. We invest worldwide and follow a predominantly long-only approach, based on fundamentally sound investments.
Website | www.aberdeenasset.com.au
LinkedIn | www.au.linkedin.com/company/aberdeen-asset-management
Twitter | www.twitter.com/aberdeenassetau @aberdeenassetau
Founded in 1990, Apollo Global Management is a leading global alternative investment manager with about $192 billion in assets under management across private equity, credit and real estate, as of December 31, 2016, including $44 billion in private equity, $137 billion in credit, and $12 billion in real estate. Apollo had 986 employees, with offices in New York, Los Angeles, Houston, Toronto, London, Frankfurt, Luxembourg, Singapore, Hong Kong and Mumbai. The firm is led by its managing partners, Leon Black, Joshua Harris and Marc Rowan, who have worked together for more than 26 years and head a seasoned team of 376 investment professionals. This team possesses a broad range of transactional, financial, managerial and investment skills.
Website | www.agm.com
LinkedIn | www.linkedin.com/company/apollo-global-management-llc
Ardea Investment Management is a specialist fixed income investment boutique with a focus on delivering consistent alpha to clients through an investment process supported by a highly intuitive risk system. Formed in 2008 by its four founding principals, Ardea has a long and successful track record of managing fixed income portfolios for traditional and defensive strategies, inflation-linked bonds, and also benchmark unaware and objectives-based solutions. Our team is made up of highly experienced investment professionals, and our boutique structure not only allows for flexibility, ongoing innovation and adaptability, but also means that our interests are aligned directly with those of our clients. Ardea had about $7.5 billion in funds under management as of April 30, 2017.
Bentham Asset Management is a specialist fixed interest and credit investment manager. Bentham actively manages a number of high yielding funds with varying risk profiles. The portfolios are designed to generate income while diversifying risk in global credit markets. Bentham's goal is to deliver higher income to investors than can generally be achieved in traditional fixed interest and equity markets.
The founders of Bentham previously worked together as part of the credit investment group of Credit Suisse Alternative Capital, Inc. New York (CSAC). They are still managing the same funds.
Bentham's investment philosophy is based on a strong credit culture and a systematic investment process, with a focus on the preservation of principal and protection against downside risk.
Website | www.benthamam.com.au
LinkedIn | https://au.linkedin.com/company/bentham-asset-management
Colonial First State Global Asset Management is committed to delivering quality investment solutions that enhance the wealth of our investors. We provide asset and investment management services to institutional and wholesale investors, as well as indirectly to retail investors. CFSGAM is one of the largest Australian-based investment managers and has a growing presence in selected international markets. Our specialist investment teams manage portfolios across a diverse range of global markets, investment styles and asset classes, including Australian equities, global equities, global emerging market equities, global resource equities, global property securities, global listed infrastructure securities, global fixed interest and credit, emerging market debt and short-term investments. In addition, we have a direct asset management business that offers investors specialist infrastructure investments. Our approach is driven by a commitment to providing the best possible outcomes over the long term for our investors. To achieve this, we ensure our interests are aligned with our investors and uphold a culture of always acting in our clients’ best interests.
CQS is a credit-focused, multi-strategy asset manager. Founded in 1999, CQS is headquartered in London and has a presence in key global markets. Our approach centres on fundamental analysis to identify absolute and relative value across corporate capital structures and asset classes. This fundamental research combines with active investment management to create value for our investors. We launched our first strategy in March 2000 and now manage alternative, long-only and bespoke mandates for institutional investors globally. Our robust operations and risk-management platform provides all client mandates with liquidity management and risk monitoring, enabling our investment professionals to be nimble and effective in all market environments. CQS is regulated by the Financial Conduct Authority in the United Kingdom, the Securities and Futures Commission in Hong Kong and the Australian Securities and Investments Commission. It is registered with the Securities and Exchange Commission in the United States and has a presence in the Channel Islands, Cayman Islands and Luxembourg.
Franklin Resources, Inc., is a global investment management organisation operating as Franklin Templeton Investments. Franklin Templeton Investments provides global and domestic investment management to retail, institutional and sovereign wealth clients in more than 170 countries. Through specialised teams, the company has expertise across all asset classes, including equity, fixed income, alternative and custom solutions. The company’s more than 650 investment professionals are supported by its integrated, worldwide team of risk-management professionals and a global trading desk network. The California-based company has offices in more than 30 countries, 70 years of investment experience, and A$1 trillion ($770 billion) in assets under management as of April 30, 2017.
Website | www.franklintempleton.com.au
Goldman Sachs Asset Management is one of the world’s leading investment managers. With more than 2000 professionals across 31 offices worldwide, GSAM provides institutional and individual investors with investment and advisory solutions and strategies spanning asset classes, industries and geographies. We offer investment solutions including fixed income, money markets, public equity, commodities, hedge funds, private equity and real estate. Our clients access these solutions through our proprietary strategies, strategic partnerships and open architecture programs. Our investment teams include more than 700 investment professionals, capitalising on the market insights, risk-management expertise and technology of Goldman Sachs. We help our clients navigate today’s dynamic markets and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global capabilities to the world’s leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices, for whom we invest or advise on more than $1 trillion in assets, as of March 31, 2017.
GSAM leverages the resources of Goldman, Sachs & Co. subject to legal, internal and regulatory restrictions. Assets under supervision (AUS) includes assets under management and other client assets for which Goldman Sachs does not have full discretion.
Legg Mason is one of the world’s largest funds-management groups, with a history that dates back to 1899. The firm is listed on the New York Stock Exchange and employs about 3400 people in 40 locations worldwide, with a head office in Baltimore, Maryland, in the US. Legg Mason began its Australian operations in 1954 and has offices in Melbourne and Sydney. One of the firm’s most distinguishing characteristics is its global multi-affiliate model. Legg Mason provides a global platform and centralised business and distribution support for its nine affiliated fund managers: Brandywine, Clarion Partners, ClearBridge, EnTrustPermal, Martin Currie, RARE Infrastructure (in addition to its own domestic distribution), Royce & Associates, QS Investors and Western Asset. Each affiliate operates independently under its own brand and investment process, and is considered an industry expert in its asset class. Legg Mason offers a diverse set of investment solutions across institutional, wealth-management and direct investor channels, covering a range of asset classes, including Australian equities, global equities, fixed income, real assets, income, alternatives, emerging markets, direct lending and multi-asset products. It has funds under management of A$952.4 billion ($728.4 billion) as of March 31, 2017.
We were born with one objective – to deliver investment outcomes for our clients. The firm was created in 1991 by the Queensland Government to serve its long-term investment responsibilities. It has grown into a global diversified alternatives business. We focus on our clients and their clients – first, last and only. We deliver to more than 110 like-minded institutional investors in Australia and internationally. We have the capabilities relevant for today’s investment landscape. Across infrastructure, real estate, liquid strategies, private capital and multi-asset solutions, we adapt our approach to suit our clients and the investment context. Predictability has built our reputation. It’s in our DNA, embedded in our asset classes and delivered in our returns. It’s what we pursue day in, day out for our clients and why more than A$81 billion ($62 billion) worth of people’s dreams are entrusted with us.
Shed Enterprises was founded by Sheridan Lee in 1996. It is a third-party marketing company specialising in the representation of predominantly off-shore, style-diversified fund managers to the wholesale Australia and New Zealand investment community. Shed establishes, develops and manages close business relationships between international clients and a local network of institutional investors. Its client base includes Adrian Lee & Partners, Adveq Management, GAM, Och-Ziff Capital Management, Northleaf Capital Partners and McKinley Capital Management. The company obtained its Australian Financial Services licence in 2007. It is based in Sydney and has six full-time employees.
Website | www.shed-ent.com.au
Established in 1933, Standish specialises in delivering fixed income investment management services to clients around the world. The firm delivers high-touch, customised services across short-duration, active fixed income, tax-sensitive fixed income and stable value strategies and has more than $154.8 billion in assets under management as of March 31, 2017.