Investment Capability

We manage investment strategies for financial institutions including industry and corporate superannuation funds, public sector funds, sovereign wealth funds, insurance companies, endowment funds and not-for-profits organisations. Servicing over 50 institutional clients across a range of investment solutions, our focus is on long-term partnerships, with our oldest mandate dating back to 1980. We offer strategies within and across asset classes and geographies, including:

Our Approach & Capabilities

Whether enhancing or creating a new strategy within and across asset classes, we have structured our business to deliver tailored and objectives-based solutions. As a pure funds management business, we offer direct access to some of the most highly regarded portfolio managers in the industry with support of a dedicated innovation team and highly specialised investment boutiques.

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Market Insights

South Korea: opportunities within

James Syme believes some South Korean equities exude unique qualities. Here's why.

The great crash – in volatility

Vimal Gor explains the tug-of-war between a Fed determined to pursue monetary normalisation and a weaker than-expected inflation picture, where to this point the yield curve has flattened and low-flation has won.

Our Team

  • Crispin MurrayHead of Equities
  • Vimal GorHead of Income & Fixed Interest
  • Ashley PittardHead of Global Equities
  • Andrew MouatInstitutional Business
  • Nicole GrimmondInstitutional Business
  • Peter LambosInstitutional Business
  • Ed MyerHNW/Private Bank Sales Manager
  • Amanda MacDonaldBusiness Development Officer
See all Team Members

Corporate Sustainability & Responsibility

  • Corporate Governance

    Our commitment to exceeding industry standards means we actively maintain Corporate Governance policies across every aspect of our operations, ranging from complying with ASX recommendations through to achieving diversity goals.
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  • Regnan

    Recognising research that demonstrates Environmental, Social and Corporate Governance factors affect shareholder returns, we engage and are an active shareholder in Regnan, who ensure we maintain high corporate management standards.
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  • Industry Body Representation

    We continue to strengthen our leadership in responsible investment as a founding member of the Investor Group on Climate Change and through our involvement in the Carbon Disclosure Project as a signatory to the UNPRI.
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  • Proxy Voting

    Voting decisions are made on a case-by-case basis by an assessment of the matter at hand and considering the likely effect on the performance on the portfolio or fund.
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