BlackRock helps investors build better financial futures. As a fiduciary to our clients, we provide the investment and technology solutions they need when planning for their most important goals. The firm manages about $5.977 trillion ($7.83 trillion) in assets on behalf of investors worldwide as at 30 September 2017.
BT Investment Management is one of the largest ASX-listed pure investment managers, with a market capitalisation of about $3.6 billion and funds under management of $94.4 billion as at 30 June 2017. As an active manager, BTIM applies proprietary, fundamental research at the company level to gather insights, inform investment decisions and generate excess returns. BTIM manages funds invested in a range of asset classes, including equities, fixed-income, cash and alternatives. It offers a comprehensive suite of Australian equity strategies, led by Crispin Murray, who oversees nearly $17 billion. Murray takes a ‘core’ approach to investing in equities, maximising opportunities by rejecting a value or growth bias. Backed by an institutional platform, BTIM’s fund managers operate in a boutique environment, where they maintain full autonomy over their investment approaches and share in the economic value they create for clients.
CFM is a global investment manager whose strategy is based on a quantitative and scientific approach to financial markets, supported by state-of-the-art IT infrastructure and experienced risk management. Our research team develops strategies that rely on fundamental and in-depth statistical analysis of data. These signals are systematically integrated and deployed through a global implementation infrastructure, taking into account risk, capacity, correlation and execution costs. CFM, founded in 1991, is based in Paris, with offices in London, New York and Tokyo, and manages US$8.5 billion ($11.1 billion) in assets for a growing client base of institutional investors.
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.
With more than 2000 people worldwide and a presence in 19 countries, Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investments across equities, fixed interest, multi-asset and alternative strategies. The group manages $615 billion on behalf of individuals and institutional clients. Columbia Threadneedle is the global asset management group of Ameriprise Financial, Inc. (NYSE: AMP), a leading US-based financial services provider. As part of Ameriprise, we are supported by a large and well-capitalised diversified financial services firm. CTI’s assets under management include the combined totals of the Columbia and Threadneedle group of companies as at 30 June 2017.
Eaton Vance is a leading global asset manager with history dating back to 1924. With offices in North America, Europe, Asia and Australia, Eaton Vance and its affiliates manage $395.3 billion in assets as at 30 September 2017. We offer individuals and institutions an array of investment strategies and wealth-management solutions through a multi-affiliate structure that leverages the expertise of several investment management firms, including Eaton Vance Management, Hexavest, Parametric and Calvert Research and Management. We are a market leader and pioneer in the management of floating-rate loans and also offer high yield, multi-asset credit, absolute return, municipal bonds and emerging market bonds. On the equity side, we offer US equity, global large cap and small cap equity.
We are a global asset management firm built by investors, for investors. At GAM, we value original thinking, swift decision making and a disciplined approach to investing. Our job is to put clients’ capital to work to help them achieve their aspirations and make sense of the markets through our insights and investment acumen. As at 31 March 2017, we manage US$126.8 billion ($166.1 billion) in assets for institutions, financial advisers and private investors. Our investment professionals, with more than 14 years of industry experience on average, work with integrity, conviction and an entrepreneurial mindset. For more than 30 years, we’ve been providing active investment solutions across asset classes. For third-party asset managers, we’ve been leveraging our infrastructure to offer fund services for more than two decades. With about 1000 people in 13 countries, we are a truly global firm in scale and resources, yet small enough to remain nimble and flexible to meet clients’ needs.
Hastings is a specialist fund manager focused exclusively on infrastructure equity and debt investing; it is dedicated to delivering long-term value for its investors. The firm was founded in 1994 and established one of the first unlisted infrastructure equity funds in 1994. It also established one of the first infrastructure-focused debt funds in 1999, and continues to develop innovative infrastructure investment solutions. Hastings has made more than 40 infrastructure equity investments and over 100 infrastructure debt investments, across a broad range of sectors, including airports, toll roads, seaports, gas and electricity transmission and water utilities. As at 30 June 2017, Hastings manages $14.3 billion on behalf of more than 75 institutional investors from Australia, New Zealand, Europe, Asia and North America. Hastings employs more than 100 staff globally and has offices in Melbourne, Sydney, London, New York, Singapore and Seoul.
Invesco is a leading global investment firm that aims to help people get more out of life. The firm is headquartered in Atlanta, Georgia, in the US. It has assets of more than $1 trillion, a New York Stock Exchange listing, and a market capitalisation of about US$15 billion ($19.6 billion). Invesco serves clients in more than 120 countries and has more than 6500 employees worldwide. As a fully independent firm, all of Invesco’s resources are dedicated to investment management. Rather than being shackled by a single ‘house view’, each of the firm’s 13 investment centres worldwide has its own unique methodology. In Australia, Invesco offers portfolios in Australian equities (large and small cap), global equities (fundamental and quantitative), fixed-income, listed and direct property, and alternatives.
Founded in 1994, Millennium Global is one of the most established currency managers in the investment industry and holds one of the longest continuous active currency management track records. The firm provides managed currency programs to institutional clients in North America, Europe, Asia and Australia. Its core products include active currency overlay, active currency alpha, dynamic hedging and passive hedging programs. The firm works collaboratively and closely with its clients to establish, tailor and deliver suitable currency solutions. At the core of Millennium Global’s currency management expertise are teams focused on fundamental discretionary investment management, systematic investment management, global economics and macro strategy and risk management. This gives Millennium Global wide-ranging currency investment capabilities in areas including discretionary and systematic investing and quantitative and economic research, which enable the firm to satisfy institutional investors’ varied currency management needs. As at 30 September 2017, the firm managed about US$17.5 billion ($22.9 billion) of notional assets in currency strategies.
Natixis Global Asset Management serves thoughtful investment professionals with more insightful ways to understand and manage risk. Natixis is ranked among the world’s largest asset management firms. Uniting more than 20 specialised investment managers globally, with $895.6 billion ($1.2 trillion) in AUM as at 31 March 2017, we bring a diverse range of solutions tailored to meet to every strategic challenge. From insight to action, Natixis helps our clients better serve their own with more durable portfolios.
Neuberger Berman was founded in 1939. It is a private, 100 per cent independent, employee-owned investment manager. From offices in 30 cities worldwide, the firm manages a range of strategies – including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds – on behalf of institutions worldwide. With more than 500 investment professionals and about 1900 employees, Neuberger Berman has built a diverse team of individuals united in their commitment to delivering compelling investment results for our clients over the long term. Our culture has afforded us enviable retention rates among our senior investment staff and has earned us a citation as the top-ranked firm (among those with 1000 or more employees) in the Pensions & Investments 2016 Best Places to Work in Money Management survey.