eXchange Partners

At T. Rowe Price, they identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organisation with more than 80 years of experience, TRP provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisers, institutions, and retirement participants.

T. Rowe Price take an active, independent approach to investing, offering their dynamic perspective and meaningful partnership so their clients can feel more confident.

Partners Group is a leading global private markets firm headquartered in Zug, Switzerland. Since 1996, the firm has invested USD210 billion in private equity, real estate, credit, infrastructure and royalties on behalf of clients. Partners Group has USD147 billion in AuM and offers clients an innovative range of bespoke solutions to institutional investors, sovereign wealth funds, family offices and private individuals globally. The firm employs more than 1,900 professionals across 21 offices.

Hillcrest Strategic Partners collaborate with investment management firms and
assist them in building deep and trusted relationships across the market. They target
the right investment decision makers for their clients and remove the scattergun
approach to market distribution.

Hillcrest Strategic Partners have formed key relationships with a range of global
and domestically based investment managers across various asset classes.
After managing the distribution functions for businesses including Macquarie, Magellan, BT and UBS, this team has built an incredible reputation for success, locally and abroad.

ClearBridge Investments provides a range of investment management services to investors globally. By drawing on this strong foundation and global presence, they aim to provide investors with a comprehensive suite of investment strategies and solutions across a range of asset classes and investment styles.

As a global equity manager, ClearBridge Investments’ goal is to deliver strong absolute returns over an investment cycle, creating long-term value for investors through a deep understanding and pricing of risks. ClearBridge Investments has more than 260 employees in offices in New York, Baltimore, Calgary, Fort Lauderdale, London, San Mateo, Sydney, Melbourne and Brisbane.

ClearBridge Investments is owned by Franklin Resources, Inc. and operates with investment independence.

As of 31 December 2024, ClearBridge Investments manages US$189.6 billion in assets globall

Magellan Asset Management (Magellan) was founded in 2006 and is an Active Asset Manager specialising in global equity and infrastructure strategies, focussing on investing in the world’s best companies to grow and protect wealth for investors. Magellan is a wholly owned subsidiary of Magellan Financial Group, which is listed on the ASX (MFG).
Magellan believes that successful investing is about finding and owning high quality companies that have a sustainable competitive advantage and will compound returns over the long term.

Magellan’s team of highly qualified and experienced investment professionals manage global equity and infrastructure strategies for clients based around the world.

The team undertake extensive bottom-up stock analysis and industry research to identify outstanding companies and conduct macroeconomic analysis and risk management to construct portfolios that aim to generate attractive returns over the medium to long term.

Magellan is committed to responsible investing and is a key part of their investment process is to consider material risks and opportunities facing companies and industries including Environmental, Social and Governance (ESG) issues.

To find out more about Magellan’s global equity and global infrastructure active exchange-traded funds (Active ETFs) visit www.magellangroup.com.au.

Warakirri is an Australian Aboriginal word meaning "to grow". As the name suggests, Warakirri was established for that very purpose – to grow the wealth of investors.

Warakirri was established in 1993 with a view to provide charitable and tax-exempt investors with an investment vehicle managed specifically to their tax-exempt status. In 1993, Warakirri's first trust, the Warakirri Charitable Australian Equities Trust was launched. Since then, Warakirri has established numerous trusts and funds specifically designed to meet the varied needs of investors.

Today, Warakirri provides specialist investment vehicles to meet the needs of charities, superannuation and individual investors across Australian and global equities, cash, Australian agriculture, currency management and US real estate. In addition, Warakirri is a leading provider of after-tax benchmarking, reporting and performance analytics.