Dirk Morris

BT Financial Group Pty Ltd. provides online investment balance and transaction services. It offers investment, superannuation, retirement income products, financial advice, and insurance options. The company was founded in 1969 and is headquartered in Sydney, Australia.

Franklin Templeton Investments Corp. (FTI) is a SEC-registered investment advisor and mutual fund manager headquartered in Toronto, Canada. The firm was founded in 2000 and they are a subsidiary of Templeton International, Inc. Their ultimate parent is Franklin Resources, Inc. (NYSE: BEN), a global investment management company also known as Franklin Templeton Investments. FTI provides investment advisory and portfolio management services with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds, as well as separate accounts for institutional and high net-worth clients.

ASB Bank Ltd. engages in the provision of banking services. It operates through the following segments: Personal Banking, Business Banking, Corporate Banking, and Other. The Personal Banking segment includes banking, investment, and insurance services to personal customers. The Business Banking segment offers services to commercial, rural, and small business customers. The Corporate Banking segment is involved in corporate customers, transactional banking services, and retail broking services. The Other segment focuses on banks' treasury function and other functions that provide support and services. The company was founded in 1847 and is headquartered in Auckland, New Zealand.

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

Part of Westpac Banking Corp., Westpac Financial Services Group Ltd. is an Australian financial services company that offers an integrated online banking solution to help individuals and businesses manage their finances. The company is based in Sydney, Australia and operates in multiple countries including Australia, New Zealand, and the United States. Westpac provides innovative financial packages to support personal, business, and corporate banking needs, as well as guidance on cash flow management. In addition to banking services, the company also offers information on careers, investor relations, sustainability, and community involvement.

Westpac Life Insurance Services Ltd. is engaged in the provision of life insurance services. The company is headquartered in Sydney, Australia.

Newscape Capital Group Ltd. (Newscape Capital) is a diversified financial services boutique headquartered in London, UK. The firm was founded by Stephen D. Decani in 2008 as E-Vestment Capital Ltd. Newscape Capital provides investment advice to valued clients and investment partners which include financial intermediaries, pension funds, professional families, trusts and fiduciaries, institutions and sovereign wealth funds.

BT Funds Management (NZ) Ltd. (BTNZ) is an investment management firm headquartered in Auckland, New Zealand. The firm was founded by 1989 and is a subsidiary of BT Financial Group Pty Ltd., which is ultimately owned by Westpac Banking Corp. (ASX: WBC) in Australia. BTNZ manages a range of mutual funds for retail, mezzanine and wholesale investors. In addition, they provide custom mandates for external New Zealand institutional and wholesale investors.

Clairvest Group, Inc. (Private Equity) (Clairvest Group) is a private equity arm of Clairvest Group, Inc. founded in 1987. The firm is headquartered in Toronto, Canada.

Part of Commonwealth Bank of Australia, Sovereign Services Ltd. is a New Zealander company that provides life, health, and home insurance services. The company is based in Auckland, New Zealand. The company was founded by Chris Coon.

Equifax Pty Ltd. provides business intelligence solutions. The company was founded in 1967 and is headquartered in North Sydney, Australia.

Westpac New Zealand Ltd. engages in the provision of consumer and business banking. It provides personal, business, agribusiness and institutional services which include bank accounts, home loans, credit cards, personal loans, insurance, investments and kiwi saver, international and migrant, payment solutions, business insurance, economic updates, farm finance and credit cards, agri information, transactional services and debt capital markets. The company was founded in 1861 and is headquartered in Auckland, New Zealand.

The Financial Services Council provides financial services. The private company is based in Sydney, Australia. and has subsidiaries in New Zealand. Sally Loane has been the CEO of the Australian company since 2014.

Part of Westpac Banking Corp., BT Life Ltd. is a company based in Sydney, Australia.

Part of Perpetual Ltd., Pendal Institutional Ltd. is an independent investment management business based in Sydney, Australia. The Australian company's experienced fund managers have the autonomy to make decisions with conviction and offer sustainable investment options, such as the Pendal Sustainable Balanced Fund - Class G through Investment Giving. Recently, the company's Pendal Select Fund (class R) was awarded the highest rating of "highly recommended" by researcher Zenith.

Part of Arch Capital Group Ltd., Arch Lenders Mortgage Indemnity Ltd. provides mortgage insurance services. The company is based in Sydney, Australia. Arch Lenders Mortgage Indemnity was acquired by Arch Capital Group Ltd. from Westpac Banking Corp. on August 30, 2021.

Red Centre Capital Ltd. operates as an early stage company. The company is headquartered in George Town, Cayman Islands.

Hastings Management Pty Ltd. provides investment services. It focuses on equity and debt investing. The company was founded in 1994 and is headquartered in Sydney, Australia.

Commonwealth Superannuation Corp. (Investment Management) (CSCIM) is the investment management division of State-owned Commonwealth Superannuation Corp. in Australia. Established as a single trustee body in 2011 following the merger of the Australian Reward and Investment Alliance, the Military Superannuation and Benefits Board and the Defence Force Retirement and Death Benefits Authority, the firm aims to help past, present and future Australian Government employees, members of the Australian Defence Forces and their families to make the most of their financial future via disciplined and active investment of their schemes using a pooled investment trust. CSIM is based in Canberra and is a signatory to the UN Principles for Responsible Investment and the Carbon Disclosure Project, a project undertaken by institutional investors worldwide to collaborate on business implications of climate change. They are also a member of the Investor Group on Climate Change and the International Corporate Governance Network, an investor-led network that actively promotes good corporate governance internationally. They implement ESG practices in their investment process primarily through research and engagement, not exclusion and work collaboratively with a diverse group of investment managers, advisors and shareholder groups to influence companies to adopt good ESG practices.

J O Hambro Capital Management Holdings Ltd. provides financial services. The company was founded on June 13, 2011 and is headquartered in London, the United Kingdom.

Part of Perpetual Ltd., Pendal Fund Services Ltd. is an Australian company that provides investment management services. The company is based in Sydney, Australia.

Tempo Asset Management Pty Ltd. (Tempo) is an independent asset management firm headquartered in Sydney, Australia. The firm was founded by Joe Bracken and Robert Chapman in 2013. Tempo manages assets of individual and institutional clients.

Touchstone Asset Management Pty Ltd. (Touchstone) is an independent asset management firm headquartered in Melbourne, Australia. The firm was founded through a joint venture with Bennelong Funds Management in 2015. Touchstone manages a range of individual mandates for institutional clients as well as the Touchstone Index Unaware Fund.