James McDonald

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.

UBS Asset Management (Australia) Ltd. (UBS AM Australia) is the Australian asset management subsidiary of UBS AG (SWX: UBSG; NYSE: UBS) in Switzerland. The firm was founded in 1985 and is headquartered in Sydney. UBS AM Australia manages a comprehensive range of investment funds across all major asset classes; investment management services are offered in the form of segregated, pooled and advisory mandates and through a variety of registered investment funds. Their clients include superannuation funds, financial institutions, corporates, financial intermediaries and private clients.

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.

Part of Deloitte LLP (New York), Trowbridge Consulting is an Australian company that provides accounting services. The company is based in Sydney, Australia. Trowbridge Consulting was acquired by Deloitte LLP (New York) on May 04, 2000.

Part of Resources Connection, Inc., Deloitte Re\:sources Pty Ltd. provides skilled employee staffing services relating to accounting, tax and finance services. The company is based in Sydney, Australia. Deloitte Re\:sources was acquired by Resources Connection, Inc. from Deloitte Touche Tohmatsu Services LLC on July 01, 2003 for $1.01 million.

Sealcorp provides financial planning services.

Tasplan Pty Ltd. operates as a profit-for-members super fund. It offers pension and super investment options. Its Tasplan OnTrack is a life cycle option which automatically reduces investment risk as the client age. The firm also provides information sessions, general and personal advice, and estate planning. The company was founded in 1987 and is headquartered in Hobart, Australia.

Uniting Ethical Investors Ltd. (do business as U Ethical) is the investment management subsidiary of Uniting Church in Australia (UCA), which was formed when the Methodist, Presbyterian and Congregational Churches came together in 1977. The firm was founded in 2002 as Uniting Growth Fund Ltd. With a change in the corporate structure, they changed their name into UCA Funds Management Ltd. in 2011 and then became Uniting Ethical Investors Ltd. in 2018. Headquartered in Melbourne, U Ethical manages various funds for UCA, income tax-exempt charities and the general community. The funds administered by firm are charitable schemes.

Morgan Stanley & Co. International Plc (MSCI) is a brokerage firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Morgan Stanley Investments (UK), ultimately held by Morgan Stanley (NYSE: MS) in the US. MSCI provides a range of brokerage services to corporations, governments and financial institutions.

Morgan Stanley Australia Ltd. is an Australian broker/dealer subsidiary of Morgan Stanley International, Inc., itself owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in Sydney, the firm offers sales, trading and market-making investment management services to global institutions, hedge funds and industry innovators.

Deloitte Tax Services Pty Ltd. engages in the provision of audit, tax, consulting, and financial advisory services. The company was founded on March 29, 2000 and is headquartered in Sydney, Australia.

Australian Institute of Co. Directors is a non-profit organization that provides leadership on director issues. It offers governance education, director development, and advocacy. The organization was founded in January 1, 1990 and is headquartered in Sydney, Australia.

The Institute of Actuaries of Australia operates as a professional organization which represents the actuarial profession in Australia. It offers solutions to the enterprise risk management, finance and investment, prudential regulation, retirement income policy, health financing, general insurance and life insurance sectors. The company was founded in 1963 and is headquartered in Sydney, Australia.

Part of Australian Ethical Investment Ltd., Australian Ethical Superannuation Pty Ltd. is a company that provides pension fund management services. The company is based in Wollongong, Australia. The CEO of the company is John McMurdo.

Australian Institute of Superannuation Trustees is a non-profit organization that is an advocate for and lead profit-to-member superannuation funds. It provides training and support for trustees and fund staff to meet the challenges of managing funds. The company is headquartered in Melbourne, Australia.

Lifecraft Pty Ltd. is an Australian shares proprietary firm. The company was founded by Michael Walsh and is headquartered in Evans Head, Australia.

Apex Capital Partners Pty Ltd (Apex Capital Partners) is a venture capital firm founded in 2005 by Alex Vynokur and David Nathanson. The firm is headquartered in Sydney, Australia.

Kontiki Stockbroking Ltd. (KSB) is the wholly owned broker-dealer subsidiary of Kontiki Capital Ltd. in Fiji. Headquartered in Suva, KSB offers a full range of services for investors participating in local and selected overseas equity markets as well as in managed funds such as unit trusts.

Morphic Asset Management Pty Ltd. (Morphic) is a mutual fund manager headquartered in Sydney, Australia. The firm was founded by Chad Slater and Jack Lowenstein in 2012. They are a subsidiary of Ellerston Capital Ltd., which is owned by Ellerston Asian Investments Ltd. Morphic manages Morphic Ethical Equities Fund (ASX: MEC) for individual and institutional investors. Morphic is a signatory of the Principles for Responsible Investment (PRI) as well as Climate Action 100+.

Part of Dai-ichi Life Holdings, Inc., TAL Services Ltd. is an Australian company that provides life insurance services. The company is based in Sydney, Australia. The company was founded in 1996. Brett Clark has been the CEO of the company since 2015.

Pengana Investment Management Ltd. is an Australian fund management company. The private company is based in Sydney, Australia. The CEO of the company is Russel Craig Pillemer.

Drummond Knight Asset Management Pty Ltd. (DKAM) is an independent multi-strategy alternative asset management firm headquartered in Sydney, Australia. The firm was founded by Lindsay Taylor in 2020. DKAM manages an Australia-focused long/short equity funds.

Chartered Accountants Australia & New Zealand is an association for chartered accountants that provides accounting services. The non-profit company is based in Auckland, New Zealand.