Dirk Morris

BT Funds Management Ltd. (BTFM) is the fund administration subsidiary of Westpac Financial Services Group Ltd., itself a subsidiary of Westpac Banking Corp. (SY: WBC) in Australia. Part of BT Financial Group, founded in 1969, the firm was formerly known as BT Asset Management Ltd. and became BT Funds Management Ltd. in 1994. BTFM is located in Sydney and distributes investments in managed funds and listed securities. They also offer general financial product advice for the financial products which they are authorized to provide.

Pendal Group Ltd. engages in the provision of investment management services. It operates through the Pendal Australia, Pendal EUKA, and Pendal U.S.segments. The Pendal Australia segment involves in the investment management business in Australia. The Pendal EUKA segment involves investment management business in Europe, UK, and Asia. The Pendal U.S. segment involves investment management business in Unites States of America. The company was founded in 1969 and is headquartered in Sydney, Australia.

Pendal Group Ltd. (Investment Management) (PG-IM) is the investment management division of Pendal Group Ltd., an investment company headquartered in Sydney, Australia. Formerly known as BT Investment Management Ltd., the firm was founded in 2007 and changed their name to Pendal Group Ltd. in 2018. They became part of Perpetual Ltd. (ASX: PPT) in 2023. PG-IM utilizes a multi boutique business model to manage funds for retail and institutional clients and other intermediaries.