Andrew Mortimer

Milford Asset Management Ltd. (Milford) is an independent specialist investment firm headquartered in Auckland, New Zealand. Founded in 2003, Milford offers clients an extensive range of investment services and products from KiwiSaver, investment funds and private equity to wealth management and advice.

QuayStreet Asset Management Ltd. (QuayStreet) is a specialist funds management firm headquartered in Auckland, New Zealand. In 2023, the firm was acquired by Smartshares Ltd., a subsidiary of NZX Ltd. (NZE: NZX). They offer a range of diversified and sector specific investment funds for investors with varying investment needs and timeframes. QuayStreet is a signatory of the Principles for Responsible Investment (PRI).

Devon Funds Management Ltd. (Devon) is an investment management firm headquartered in Auckland, New Zealand. The firm was founded in 2010 when Devon Funds Group acquired the asset management business of Goldman Sachs JBWere NZ Limited, which was incorporated in September 1984, and changed the name to Devon Funds Management Ltd. They are owned by Investment Services Group Ltd. Devon builds investment portfolios that are comprised of companies listed on the New Zealand and Australian stock exchanges on behalf of a diverse range of New Zealand clients, such as the New Zealand Superannuation Fund, Community Trusts, charities, KiwiSaver schemes, corporates pension schemes and individual investors. Devon is a signatory to the Principles for Responsible Investment.

JPMorgan Securities Plc is a brokerage firm headquartered in London, UK. The firm was founded in 1992 and is a wholly-owned subsidiary of JP Morgan Capital Holdings Ltd., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM) in the US. JPMorgan Securities provides market research, proprietary pricing data and analytics, and trade execution across multiple asset classes such as credit, equities and FX. They help institutional investors, traditional and alternative asset and fund managers, broker dealers and equity issuers meet the demands of changing markets.

Canso Investment Counsel Ltd. is an independent, Canadian fund management firm headquartered in Richmond Hill, Ontario. The firm was founded in 1997 by John Carswell and they specialize in management of corporate bond portfolios for institutional and private investors. The firm also manages the Canso family of mutual funds.

Craigs Investment Partners Ltd. is an independent brokerage firm headquartered in Tauranga, New Zealand. The firm was founded in 1984 and provides New Zealand and international institutional clients an in-depth local perspective with global market insights to deliver effective trading and exceptional execution.

Worsley Associates LLP (WAL) is an independent asset management firm headquartered in Wimbledon, UK. WAL was founded in 2012 and provides investment advisory and portfolio management services to individuals and institutional clients.

Fisher Funds Management Ltd. (Fisher Funds) is an independent specialist investment management firm headquartered in Auckland, New Zealand. The firm was founded by Carmel Fisher in 1998. Fisher Funds manages investment funds and savings accounts for a range of investors that includes community trusts, schools, charities, KiwiSaver schemes, corporate pension schemes and individuals.

Nikko Asset Management New Zealand Ltd. (Nikko AM NZ) is a fund management firm headquartered in Auckland, New Zealand. The firm was founded in 1994 and formerly known as Tyndall Investment Management (New Zealand) Ltd. and New Zealand Guardian Trust Funds Management. They changed their name to Nikko Asset Management New Zealand in 2014. The firm is a subsidiary of Nikko Asset Management International Ltd., ultimately held by Sumitomo Mitsui Trust Holdings, Inc. (TYO: 8309, ADR: SUTNY) in Japan. Nikko AM NZ provides investment solutions to a range of clients which includes KiwiSaver schemes, retail investors, corporates, superannuation schemes, charities and group companies Vero, Asteron and Guardian Trust.

Kiwi Wealth Investments LP (Kiwi Wealth) is the pension fund management subsidiary of Kiwi Wealth Management Ltd., itself a wholly-owned subsidiary of Kiwi Group Holdings Ltd. in New Zealand. Headquartered in Wellington, the firm was founded by Gareth Morgan and Andrew Gawith in 2000 as Gareth Morgan Investments LP. They changed their name to Kiwi Wealth Investments LP in 2017. Kiwi Wealth offers investment management services for private and wholesale investors through their KiwiSaver Scheme, Managed Funds, Super Scheme, and Private Portfolio Service.

Smartshares Ltd. (Smartshares) is the wholly-owned fund management subsidiary of NZX Ltd. (WE: NZX) in New Zealand. Established in 1996, the firm was formerly known as NZX Funds Management Ltd, They are headquartered in Auckland and manage a range of ETFs for private and institutional clients.

Mint Asset Management Ltd. (Mint) is the fund management subsidiary of Mint Asset Holdings Ltd. in New Zealand. The firm was founded by Rebecca Thomas in 2006. Headquartered in Auckland, Mint offers a range of actively managed funds for New Zealand investors. Mint is a signatory to the UN Principles for Responsible Investment (UNPRI).

Macquarie Asset Management (NZ) Ltd. (Macquarie AM-NZ) is the wholly-owned investment management subsidiary of Macquarie Investment Management Holdings Pty Ltd., ultimately owned by Macquarie Group Ltd. (ASX: MQG) in Australia. The firm was founded in 1849 and formerly known as AMP Henderson Global Investors (New Zealand) Ltd. They changed their name to AMP Capital Investors (New Zealand) Ltd. in 2003 and Macquarie Asset Management (NZ) Ltd. in 2022. Headquartered in Auckland, Macquarie AM-NZ manages a wide range of products for superannuation schemes, charities, corporations and individual investors.

JPMorgan Securities Australia Ltd. (JPMorgan Australia) is a broker/dealer subsidiary of JPMorgan Markets Australia (Pty) Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. Headquartered in Sydney, JPMorgan Australia provides brokerage services for investors which they can use in making portfolio decisions.

Part of Macquarie Group Ltd., Macquarie Capital Securities (Singapore) Pte Ltd. is a diversified financial group based in Singapore, Singapore. The Singaporean company provides clients with asset management and finance, banking, advisory, and risk and capital solutions across debt, equity, and commodities. Macquarie Capital Securities (Singapore) Pte Ltd. has a commitment to environmental, social, and governance (ESG) and aim to serve their clients, shareholders, and communities responsibly. Macquarie Capital Securities offers a track record of unbroken profitability and provides various financial services to investors. The company was founded in 1996, and Eric Alberto Castillo has been the CEO since 2018.

Guardians of New Zealand Superannuation (The Guardians) is the pension fund management subsidiary of State-owned New Zealand Superannuation Fund. The firm is headquartered in Auckland and was founded in 2001. The Guardians invests, manages and administers the New Zealand Superannuation Fund and is accountable to the New Zealand Government, but operates independently and is overseen by a Board selected by the Minister of Finance. They participate in initiatives to work collaboratively with other institutional investors and are a signatory of the United Nations Principles for Responsible Investment (UNPRI).