Our Investment Managers

ClearView Retirement Solutions provides you with access to a number of investment managers. Each one is carefully selected for their expertise in a particular asset class.

We understand that no single investment manager will be the best performer in all asset classes, or all markets, all of the time.

For example: some investment managers are experts in Australian shares, while others are experts in fixed interest assets.

Aberdeen

Aberdeen Asset Management Limited is a wholly-owned, Australian-based subsidiary of Aberdeen Asset Management PLC.  Aberdeen Asset Management PLC is an asset management group founded 25 years ago in Aberdeen Scotland that has been listed on the London Stock Exchange since 1991.

Aberdeen is a pure asset management company and only manages assets for third parties.  Its business is the active management of financial assets, chiefly equities, fixed income and property.  Aberdeen invests worldwide and follows a predominantly long-only approach, based on fundamentally sound investments.  It packages its skills in the form of segregated and pooled products.  

The Aberdeen Group has 27 offices in 22 countries around the world.  It has had a presence in Australia since December 2000 and has grown organically and by acquisition since that time.  In addition to managing the investments of a number of Australian registered funds, Aberdeen in Australia also manages the Aberdeen Group's Australian and New Zealand assets for a range of global and domestic clients.

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AllianceBernstein Australia Limited

AllianceBernstein Australia Limited (ABAL) is a subsidiary of AllianceBernstein L.P., a leading global investment management firm that offers high-quality research and diversified investment services to institutional clients, individuals and private clients in major markets around the world.

AllianceBernstein employs more than 500 investment professionals with expertise in growth equities, value equities, fixed income securities, blend strategies and alternative investments and, through its subsidiaries and joint ventures, operates in more than 20 countries. AllianceBernstein's research disciplines include fundamental research, quantitative research, economic research and currency forecasting capabilities. Through its integrated global platform, AllianceBernstein is well-positioned to tailor investment solutions for its clients.

The Bernstein Global Value strategy seeks to deliver premium returns by buying stocks with the greatest amount of long-term earnings for the best price. Deep fundamental and quantitative research is used to identify and exploit mispricings created by investor overreaction. Proprietary quantitative tools are used to aid risk control and portfolio construction. The broadly diversified portfolio focuses on modest risk control relative to expected level of outperformance.

As at 30 June 2009, our firm managed US$447 billion in assets for pension plans, superannuation schemes, charities, insurance companies, central banks, and governments in more than 45 countries

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BWA Managed Investments Limited

BWA Managed Investments specialises in the cash asset class, and provides a range of cash investment services to retail and wholesale clients.  BWA Managed Investments is a related entity of the Bank of Western Australia Ltd (Bankwest). BWA Managed Investments and Bankwest are wholly owned, but non-guaranteed, subsidiaries of the Commonwealth Bank of Australia.

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Capital International

Capital International is part of The Capital Group Companies, Inc. ("Capital Group"), which was founded in 1931 and is one of the oldest and largest investment firms in the world. Capital International provides investment management services to governmental organizations, corporate and public employee pension plans, foundations, endowments, and other non-profit organizations and mutual funds throughout Australasia, among other regions.

Capital International is an active manager that utilizes a bottom-up approach to managing assets. With a basic investment philosophy of seeking attractively priced securities that represent good long-term investment opportunities, Capital International emphasizes fundamental research and relies on its own financial analysis to select investments for the Funds.

Capital International's focus is on long-term investments, global coverage of industries and knowing the management teams of the companies in which it invests.    

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Dimensional Fund Advisors Limited

Dimensional Australia is a wholly-owned subsidiary of Dimensional Fund Advisors LP, a US asset manager founded in 1981. Owned primarily by employees and directors, Dimensional manages assets exclusively for institutional investors and the clients of registered financial advisors through offices in Sydney, Santa Monica, Austin, Vancouver and London.

The Dimensional Australian Value Strategy invests in stocks that have a higher expected return than a market portfolio. The approach is based on research showing that stocks with prices that are low relative to their fundamentals have higher expected returns. Dimensional has been effectively delivering this effect - known as the 'value premium' - to investors for many years.

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JF Capital Partners Ltd

Founded in 1998, JF Capital Partners (JFCP) is a boutique Australian equities manager specialising in managing high conviction and tailored portfolios for institutional clients.

JFCP is a fundamental investment manager with a strategic commitment to a large in-house investment team focused on generating real investment insights from proprietary research. This research strength is combined with a smart portfolio optimisation platform that allows JFCP to build tailored portfolios. JFCP has a well resourced and stable investment team with the depth of experience and proven track record to add significant value in all market conditions.

JFCP is 100% owned by the employees of JF Capital Partners. Staff ownership aligns JFCP's interests with those of our clients and helps attract and retain world-class talent.

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Marvin & Palmer Associates, Inc.

Marvin & Palmer Associates is a global growth equity specialist firm founded in 1986. At 30 September 2009 Marvin & Palmer Associates managed $6.8 billion on behalf of 75 accounts, including $1.0 billion on behalf of Australian clients.

Marvin & Palmer Associates combines a top-down approach with bottom-up fundamental research in the construction of portfolios, and invests in high-quality, large-cap, growth stocks. Marvin & Palmer Associates' approach focuses firstly on region, country, currency and sector analysis, followed by a review of individual companies. The decision-making process is based on a combination of relative price strength screening and fundamental analysis.

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MFS Investment Management

MFS is a subsidiary of Sun Life Assurance Company of Canada and is America's oldest mutual fund organisation with a history of money management dating from 1924. In 1932, MFS established an internal equity research department and proprietary research approach. MFS has since grown to be one of the most respected names in investment management managing A$178 billion as at 30 June 2009. BNP Paribas Asset Management (Australia) Limited currently distributes the MFS Global Equity Trust, the MFS Fully Hedged Global Equity Trust, the MFS Global Growth Trust and the MFS Concentrated Global Equity Trust to Australian investors.

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Northcape Capital

Northcape Capital ("Northcape") is a boutique funds management company, specialising in Australian equities for institutional and professional investors. Since February 2005, funds under management have grown to more than $4 billion. Northcape has an experienced investment team of 10 analysts with an average of 18 years each of investment experience with some of the largest fund management firms in Australia.

Northcape looks to take a long-term approach to investing which manifests in relatively low turnover and a focus on after tax returns.

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PIMCO Australia Pty Ltd

PIMCO is a leading global investment management firm with more than US$841 billion in assets under management as of June 30, 2009 and more than 1,200 employees in offices in Newport Beach, New York, Amsterdam, Singapore, Tokyo, London, Sydney, Munich, Toronto, and Hong Kong.

PIMCO's team of investment professionals dedicated to client servicing allows our portfolio managers to focus on returns. They manage assets for a wide and diverse client base, ranging from central banks to multinational corporations to individual investors. For their institutional clients, they offer privately managed separate accounts as well as mutual funds.

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Schroders

Schroders offers a range of investment products and is part of the Schroders Group, which as at 30 June 2009, has managed investment assets of approximately A$230.7 billion worldwide. The Schroders Group is one of the largest and most internationally diverse independent investment managers providing investment management, research and marketing services from offices located in 26 countries. In Australia, investment management has been a core business since 1961. Schroders in Australia manages A$12.6 billion as at August 2009 across a broad range of asset classes.

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State Street Global Advisors, Australia, Limited

State Street Global Advisors (SSgA) is the investment management division of State Street Bank and Trust Company. State Street Bank and Trust Company is a wholly owned subsidiary of State Street Corporation, a publicly traded bank holding company whose shares are traded on the New York Stock Exchange. As at 30 June 2009, SSgA managed over A$1.6 trillion for investors around the world and is ranked #1 in worldwide institutional assets.

State Street Global Advisors, Australia, Limited was established in early 1991. Their Sydney office is staffed by local investment professionals, carrying out portfolio management and client service functions for SSgA's Australian and New Zealand clients.

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Templeton

Templeton's global equity investment philosophy has been consistently implemented for over 60 years and seeks value in all corners of the world using a global industry focus and a long-term investment horizon. The Templeton investment process is built on a rigorous, bottom-up approach that examines the traditional measures of value, with emphasis on a company's current price relative to its long-term, future earnings potential. Investment professionals are located throughout the world in eight local offices, including two portfolio managers/analysts based in Melbourne, Australia. Templeton has managed assets for clients in Australia and New Zealand since 1987.

Templeton is a member of Franklin Templeton Investments, one of the largest independent fund management groups in the world with assets under management of US$495.7 billion as at 31 August 2009. The group's primary business is investment management, and the parent company is listed on the New York Stock Exchange (BEN) and is a constituent of the S&P 500 Index.

T. Rowe Price Global Investment Services Limited

T. Rowe Price Global Investment Services Limited (T. Rowe Price), founded in 2001+, is a global investment management firm headquartered in Baltimore, Maryland USA and with offices worldwide. It manages investments in all major asset classes. As of 31st December 2009 it had AUD $435.1 billion under management*. T. Rowe Price's disciplined, risk-aware investment approach focuses on diversification, style consistency, and fundamental research. Proprietary research is at the core of T. Rowe Price's investment approach together with its emphasis on long-term investment merit. It supports a global network of analysts with its proprietary analytics and state-of-the-art technologies.

+ T. Rowe Price Global Investment Services Limited was founded in 2001 and is a wholly owned subsidiary of T. Rowe Price Group, Inc., an independent public holding company, which was founded in 1937.

* The combined assets under management of the T. Rowe Price group of companies. The T. Rowe Price group of companies includes T. Rowe Price Associates, Inc., T. Rowe Price International, Inc., T. Rowe Price Global Investment Services Limited, and T. Rowe Price (Canada), Inc.  Assets under management are calculated in U.S. dollars and converted to Australian dollars using an exchange rate determined by an independent third party.

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