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Home Investments Investment approach Custodian, advisors & managers

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

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.

Investment advisors

legalsuper has engaged a range of investment advisors to provide the Investment Committee and the Board of legalsuper with advice and guidance on investments.

NameABN
Absolute Strategy Research Ltd-
Frontier Advisors Pty Ltd21 074 287 406
Bfinance Australia Pty Ltd83 609 947 677
BCA Research Inc-
Zenith Investment Partners Pty Ltd27 103 132 672
Towers Watson Australia Pty Ltd45 002 415 349

Investment managers

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:

NameABN
Acorn Capital Limited51 082 694 531
Aikya Investment Managementn/a
AllianceBernstein Investment Management Australia Limited58 007 212 606
Ancala Partners LLPn/a
Artesian Venture Partners Pty Ltd58 112 089 488
Barwon Investment Partners Pty Ltd19 116 012 009
BlueBay Asset Management LLPn/a
ClearBridge Investments Limited84 119 339 052
Community Capital PM Pty Ltd59 663 189 615
Dexus Funds Management Ltd24 060 920 783
Goodman Funds Management Australia Limited13 113 249 595
GPT Funds Management Limited74 115 026 545
Intermediate Capital Managers (Australia) Pty Ltd50 162 104 458
IFM Investors Pty Ltd67 107 247 727
Lendlease Real Estate Investments Limited46 063 427 896
Lighthouse Infrastructure Funds Management Pty Ltd98 620 493 469
Macquarie Investment Management Australia Limited55 092 552 611
Mesirow Financial Investment Managementn/a
Morrison & Co Utilities Management (Australia) Pty Ltd66 624 308 809
Ninety One Australia Pty Limited52 131 940 451
Partners Group Private Markets (Australia) Pty Ltd13 624 981 282
Pendal Fund Services Limited13 161 249 332
Sanders Capital61 102 277 092
Scale Investors Ltd11 162 966 609
Siguler Guff & Company, LPn/a
Spheria Asset Management Pty Limited42 611 081 326
State Street Global Advisors, Australia, Limited42 003 914 225
Touchstone Asset Management Pty Ltd34 605 911 519
T. Rowe Price Australia Limited13 620 668 895
Wavestone Capital Pty Ltd80 120 179 419
WCM Investment Management LLCn/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.