AIST Superannuation Investment Conference

Industry Partners

AIST greatly values the support of our Industry Partners.

Principal Partners Read Company Bios
IFM INvestors

IFM Investors

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JP Morgan

JP Morgan

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State Street

State Street

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Event Partners

AllianceBernstein_2017

AllianceBernstein (AB) is a leading global investment-management and research firm. We bring together a wide range of insights, expertise and innovations to advance the interests of our clients around the world.

Every day brings a new set of investment challenges and opportunities. Through our unique capabilities and a genuine focus on the needs of our clients, we work tirelessly to anticipate and advance what’s next – applying collective insights to help keep you at the forefront of change.

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Established in 1985 and listed on the Australian Securities Exchange (ASX:CGF) in 1987, Challenger Limited (Challenger) is an investment management firm managing $64.7 billion in assets*.

Challenger is focused on providing our customers with financial security for retirement. We do this by investing to create wealth in the accumulation phase of superannuation, and by converting accumulated wealth into safe and reliable income streams for retirees.

Challenger operates two core investment businesses, a fiduciary Funds Management division and an APRA-regulated Life division.

Challenger's Funds Management division manages $62.1 billion* and comprises Fidante Partners as well as the Challenger Investment Partners business. 

Challenger Life Company Limited (Challenger Life) is Australia's largest provider of annuities and a life company registered under theLife Insurance Act1995.

Holding Redlich's Superannuation, Funds Management & Financial Services Team is among the most experienced in Australia. Our lawyers have experience across the financial services spectrum, including in relation to managed funds, superannuation, insurance, custody, registry and administration.

At Holding Redlich, you will get legal advice you can use, tailored to your needs, underpinned by the very best legal thinking and expert industry knowledge.

We tackle projects with a commitment to excellence and business focus. An understanding of our clients' commercial issues coupled with impeccable application of the law brings results.

And above all else, we understand that our job is to look after our clients and their best interests. This singular focus on our clients is a hallmark of the firm.

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King Irving Funds Management is an independent, Australian owned fund manager.

Our view is that a targeted approach to allocating to Emerging Markets, rather than a 100% allocation to a generalist GEM portfolio, provides better alpha and reduced volatility.

Active managers who are leaders in their markets with a strong local presence have a significant information edge, which we view as critical to the sustained generation of alpha.

We are committed to ESG as a key component for adding value to investment portfolios, and only engage with managers who demonstrate the same commitment.

SURA Asset Management is the investment manager of the King Irving Sura Pacific Alliance Fund. SURA is the largest manager of non-banking assets in Latin America, with FUM in excess of $170.

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Tracing its origins back to 1848, Lazard is known for its global perspective on investing and years of experience with global, regional and domestic portfolios. With more than 300 investment personnel worldwide, we offer investors including Australian superannuation funds an array of equity, fixed income, and alternative investment solutions. We operate from our network of local offices in thirteen different countries worldwide. 

Lazard Asset Management Pacific Co. (a wholly owned subsidiary of Lazard Asset Management LLC a global investment manager which manages more than A$247.1 billion in assets worldwide as at 31 December 2016) began operations in Sydney in 1994 and over the years has offered Australian investors access to a growing range of investment solutions, including Australian Equities, Global Equities, Quantitative Equities, Emerging Markets Equities, Emerging Markets Debt, Multi Asset, Global Small Caps and Global Listed Infrastructure strategies. 

As at 31 December 2016, Lazard Asset Management Pacific Co had approximately A$14.6 billion in assets under management for Australian clients.

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Guided by a mission of Investing to Improve LivesTM, Legg Mason helps investors globally achieve better financial outcomes by expanding choice across investment strategies, vehicles and investor access through independent investment managers with diverse expertise in equity, fixed income, alternative and liquidity investments. Legg Mason’s assets under management are AUD$982 billion as at 31 March  2018. To learn more, visit leggmason.com.au

Legg Mason provides a global platform and centralised business and distribution support for its nine affiliated fund managers that include: Brandywine Global, Clarion Partners, ClearBridge, EntrustPermal, Martin Currie, RARE Infrastructure, 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.

Australia Facts:

  • Legg Mason’s Australian business was established in 1954
  • Funds under management in Australia A$56b as at 31 December 2017 (Source: Rainmaker Data.  Consists of AUM in funds managed in Australia for both Australian and offshore clients)
  • Legg Mason Australia was awarded the Money Management/Lonsec Fund Manager of the Year in both 2015 and 2017.
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As one of Australia’s first boutique investment managers, Maple-Brown Abbott has been managing investment portfolios for institutional investors for over 30 years.

And while we’ve grown significantly, our independence and boutique heritage remain an unyielding part of our culture. A culture that ensures our interests are aligned with those of our clients and one that has allowed our experienced investment team to generate attractive, long-term returns. This approach is underpinned by our strong risk management and compliance framework.

Our investment capabilities include true-to-label value style Australian and Asia Pacific equities, a pure and focused approach to global listed infrastructure investing along with tailored multi-asset portfolios. Our clients include superannuation funds, sovereign wealth funds, endowments and charitable organisations in Australia and around the world.


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Pendal is an independent, global investment management business focused on delivering superior investment returns for our clients through active management. Our proven and experienced fund managers have the autonomy to make decisions with conviction, built on a philosophy of meritocracy that fosters success from a diversity of insights and approaches to investment. We do not have a single ‘house view’. We strive for superior results through a performance culture that backs independent actions.

We operate a multi-boutique style business offering a broad range of investment strategies across a global marketplace. Our business is designed to attract and retain superior investment talent by operating a performance driven culture that aligns the incentives of our investment professionals with clients’ outcomes. Client success stands at the centre of everything we do.

Our investment teams are supported by a strong operational platform across risk and compliance, sales, marketing and operations, allowing our fund managers to focus on generating returns for our clients.

Pendal operates from offices in Sydney, London, New York, Boston and Singapore. Pendal is listed on the Australian Securities Exchange (ASX code: PDL) and has over A$99 billion in funds under management (as at 31 March 2018). One of Pendal’s largest shareholder groups is its employees.

We were born with one objective – to deliver investment outcomes for our clients. Created in 1991 by the Queensland government to serve its long-term investment responsibilities, we have grown into a Global Diversified Alternatives business. We focus on our clients and their clients, first, last and only. Their objectives are our only objectives. We deliver to over 110 like-minded institutional investors in Australia and internationally. We are bound by a common philosophy – to deliver investment outcomes. We havethe capabilities relevant for today’s investment landscape. Spanning 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 over A$81.9 billion dollars of people’s dreams are entrusted with us. QIC. Global Diversified Alternatives.

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Warakirri Asset Management offers specialist investment vehicles to meet the needs of superannuation funds, pension phase/tax-exempt and individual investors. Warakirri is a leading provider of after-tax benchmarking, reporting and performance analytics for fund managers and superannuation funds. Warakirri’s investment offerings cover a range of asset classes including Australian equities, global equities and Australian agriculture. Through our relationships with Mesirow Financial Currency Management and Mesirow Financial Real Estate, we offer institutional investors access to customised currency risk management solutions and the US multi-family real estate sector. Mesirow Financial has exclusively partnered with Warakirri in Australia for over a decade.

 

 

As a leading, independent currency specialist, Mesirow Financial Currency Management delivers innovative, customised currency risk management solutions as well as execution services to institutional clients globally. With the expertise to provide objective, strategic advice, Mesirow Financial partners with our institutional clients to implement best practice currency risk programs for their unique set of circumstances. Mesirow Financial delivers a full range of currency risk applications – passive and active risk management – customised to suit a client’s particular context and objectives. Our team of currency professionals has considerable depth of experience across areas of Portfolio Management, Trading, Operations, and Client Management. The expertise of the team, combined with access to senior professionals, is highly valued by clients and results in long-standing, strategic relationships. For over a decade, Mesirow Financial Currency Management has exclusively partnered with Warakirri in Australia, to provide Australian clients with customised currency management services.

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For more information on Industry Partnership with AIST, contact:

Theresa Hoogland
Senior Manager, Marketing and Strategic Projects
Email:  thoogland@aist.asn.au
Phone: 03 8677 3856