Custodian, advisors & managers
The appointment of specialist investment advisers & managers provides our members with access to some of the most experienced leaders in the market.
Investment custodian, advisors & managers
The Northern Trust Company
legalsuper appointed The Northern Trust Company, Melbourne, ABN# 62126279918, as their custodian effective 2 October 2023.
Northern Trust has serviced clients in the Australian and New Zealand markets since 1993, offering deep local market expertise and a comprehensive suite of asset servicing, capital markets and asset management solutions to meet the unique needs of local and global institutional investors, family offices and fund managers.
Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals. Founded in Chicago in 1889, Northern Trust has a global presence with offices in 25 U.S. states and Washington, D.C., and across 22 locations in Canada, Europe, the Middle East and the Asia-Pacific region. For more than 130 years, Northern Trust has earned distinction as an industry leader for exceptional service, financial expertise, integrity and innovation. Visit northerntrust.com. Follow on Twitter @NorthernTrust or Northern Trust Corporation on LinkedIn.
Northern Trust Corporation, Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A., incorporated with limited liability in the U.S. Global legal and regulatory information can be found at https://www.northerntrust.com/terms-and-conditions.
BNP Paribas Securities Services (ABN 87 149 440 291), a wholly owned subsidiary of the BNP Paribas Group, has been legalsuper’s custodian since November 2010. BNP Paribas is a leading global custodian and securities services provider. They provide multi-asset post-trade and asset servicing solutions for buy and sell-side market participants, corporates and issuers.
With local expertise in 36 countries and a global reach covering 90+ markets, their network is one of the most extensive in the industry, enabling clients to maximise their investment opportunities worldwide. For legalsuper, BNP Paribas provides safe custody services, calculates unit prices of investment options, and provides investment performance reporting and analysis.
legalsuper has engaged a range of investment advisors to provide the Investment Committee and the Board of legalsuper with advice and guidance on investments.
|Absolute Strategy Research Ltd||-|
|Frontier Advisors Pty Ltd||21 074 287 406|
|Bfinance Australia Pty Ltd||83 609 947 677|
|BCA Research Inc||-|
|Zenith Investment Partners Pty Ltd||27 103 132 672|
|Towers Watson Australia Pty Ltd||45 002 415 349|
Thirty-one specialist investment managers have been appointed* to manage the assets invested with legalsuper. In making these appointments, the Board has regard to the advice of its investment advisors. Investment managers at 7 September 2023 were:
|Acorn Capital Limited||51 082 694 531|
|Aikya Investment Management||n/a|
|AllianceBernstein Investment Management Australia Limited||58 007 212 606|
|Ancala Partners LLP||n/a|
|Artesian Venture Partners Pty Ltd||58 112 089 488|
|Barwon Investment Partners Pty Ltd||19 116 012 009|
|BlueBay Asset Management LLP||n/a|
|ClearBridge Investments Limited||84 119 339 052|
|Community Capital PM Pty Ltd||59 663 189 615|
|Dexus Funds Management Ltd||24 060 920 783|
|Goodman Funds Management Australia Limited||13 113 249 595|
|GPT Funds Management Limited||74 115 026 545|
|Intermediate Capital Managers (Australia) Pty Ltd||50 162 104 458|
|IFM Investors Pty Ltd||67 107 247 727|
|Lendlease Real Estate Investments Limited||46 063 427 896|
|Lighthouse Infrastructure Funds Management Pty Ltd||98 620 493 469|
|Macquarie Investment Management Australia Limited||55 092 552 611|
|Mesirow Financial Investment Management||n/a|
|Morrison & Co Utilities Management (Australia) Pty Ltd||66 624 308 809|
|Ninety One Australia Pty Limited||52 131 940 451|
|Partners Group Private Markets (Australia) Pty Ltd||13 624 981 282|
|Pendal Fund Services Limited||13 161 249 332|
|Sanders Capital||61 102 277 092|
|Scale Investors Ltd||11 162 966 609|
|Siguler Guff & Company, LP||n/a|
|Spheria Asset Management Pty Limited||42 611 081 326|
|State Street Global Advisors, Australia, Limited||42 003 914 225|
|Touchstone Asset Management Pty Ltd||34 605 911 519|
|T. Rowe Price Australia Limited||13 620 668 895|
|Wavestone Capital Pty Ltd||80 120 179 419|
|WCM Investment Management LLC||n/a|
*Investment manager exposures may change from time to time at the discretion of the Trustee. This listing excludes investments that are made by the member in the Direct Investment option.