Thanks to the extraordinary and generous support of a number of investment and service professionals who have agreed to waive some or all of the fees that would otherwise be due to them for services rendered, Third Link Investment Managers Pty Limited can divert the majority of investment management fees it receives to the non-profit sector.
Responsible Entity for the Fund
Dating back to 2001, Bennelong Funds Management Limited (BFML) is a provider of high alpha investments, incubating and distributing active funds both locally and around the globe. Bennelong’s team has extensive expertise across the breadth of financial services, and the motivation and drive to provide best practise outcomes. It nurtures a growing suite of boutique asset management teams which currently manage over $7 billion. As a holder of an Australian Financial Services Licence, Bennelong is the Responsible Entity (RE) for all its asset management team’s funds and was recently appointed as the RE for the Third Link Growth Fund.
Bennelong is a wholly owned subsidiary of the Bangarra Group (formerly known as the Bennelong Group), a privately owned company encompassing a number of independent businesses. Bennelong’s philanthropic agenda is demonstrated through their ongoing support of and alignment with the Group’s charitable arm, the Bennelong Foundation.
Custodian and administrator of the Fund
RBC Investor Services Trust (RBC) is the custodian and administrator for the Fund. RBC is owned by Royal Bank of Canada. It provides global custody, fund and pension administration, securities lending, shareholder services, analytics and other related services. With USD 2.8 trillion in client assets under administration, RBC ranks among the world’s top 10 global custodians. Headquartered in London, RBC has over 5,200 employees who serve clients from offices in 16 countries.
Undertakes legal work in connection with the Fund
Minter Ellison is an international law firm with a strong Asia-Pacific focus. Established in 1827, we are one of Australia’s top tier firms and rank amongst the largest full service law firms in the world.
Through an integrated network of offices in Asia, Australia, New Zealand and the UK, our lawyers support both domestic and international corporations and government clients.
Importantly, our focus is multi-disciplinary and industry facing – because the best legal advice comes from a deep understanding of the client’s business and industry. With lawyers who work across industry sectors, specialist legal areas and offices, we tailor our service to meet individual and specific needs.
Minter Ellison’s Financial Services team provides a full range of services to the financial services industry, from fund formation, offering and asset acquisition, to regulatory and compliance advice. Our Financial Services team is one of the largest legal teams in Australia with 12 partners and over 40 lawyers.
Minter Ellison’s strengths are cross-border seamless service, technical excellence and commercial, practical, results-oriented advice delivered across seven global practice divisions and six industry portfolios.
Our commitment to clients is to add value and help them achieve successful business outcomes. Teamwork and collaboration underpin this – they drive the way our people relate to one another and how we work with clients.
Our corporate social responsibility
At Minter Ellison we embrace responsibilities that extend beyond our client work. Through our Community Investment Programme, which brings together under the banner of ‘Breaking Cycles of Disadvantage’ our pro bono legal services, community directorships, donations and volunteering efforts, all our people have an opportunity to develop strong links with the communities in which we work.
Minter Ellison is a foundation participant of the Corporate Responsibility Index in Australia and is the only law firm to have attained a Gold Ranking in the Index (in 2008).
Auditors of the Investment Manager
Ernst & Young is recognised as a leading provider of professional services to the Australian financial services sector. Financial services is one of the largest of Ernst & Young’s industry groups, with around 500 industry-focused professionals specialising in the key areas of banking, finance and capital markets, insurance, asset management and superannuation. Our financial services practice encompasses practitioners from all disciplines, including accounting, auditing and related advisory services, tax, transaction advisory and human capital. Our professionals work together to ensure a well-rounded understanding of business issues and challenges and the seamless provision of integrated services to our clients.
Tax Advisers and Auditors to the Fund
Deloitte, one of Australia’s leading professional services firms with 12 offices and over 4,500 people, provides audit, tax, consulting, and financial advisory services to public and private clients across the country. Known as an employer of choice for innovative human resources programs, we are dedicated to helping our clients and our people excel. Deloitte’s professionals are dedicated to strengthening corporate responsibility, building public trust, and making a positive impact in their communities.
Tax advisers to the investment manager
Nexia Australia (Nexia) has affiliated firms throughout Australia. Nexia is a member of Nexia International, an international association of independent accountancy firms. Nexia provides a comprehensive range of services and is large enough to have professionals who will bring specialist expertise to your work but small enough to provide the personal services you require.
Insurance broking service provider
Gallagher Broking Services (Gallagher) is an insurance broker, which has operated in Australia since 1985. Gallagher offer advice and placement services on the full range of property and casualty insurance products for major corporates and for SMEs. Gallagher also provide risk management advice and have specialist expertise in arranging cover for finance industry clients.
Gallagher is a subsidiary of Arthur J Gallagher & Co which has operated from Chicago since 1927. The group has more than 9,000 employees worldwide and a non-owned network of leading independent brokers in more than 100 countries.
Insurance provider to the investment manager
DUAL Australia (DUAL) is an underwriting agency providing professional liability insurance. Since DUAL began in Sydney in 2004, they have grown to open in Melbourne, Perth and Hong Kong – always proudly considering to support non-profit organisations when they can.
Investment research provider
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisers, and institutions. Morningstar provides data on more than 325,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than four million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. The company has operations in 20 countries and minority ownership positions in companies based in two other countries.
Administrative platform for superannuation investing
BT Financial Group (BT) has been helping Australians create and manage wealth since 1969. BT’s core business is providing investment, superannuation and retirement income products, financial advice and insurance options.
In both Australia and New Zealand, BT provides a diverse range of investment choices, including funds managed by BT’s own team and through alliances with global investment managers.
BT is the wealth management arm of the Westpac Group. Westpac has been delivering banking and other financial services to Australians since 1817.
Investment data and analytics provider
Mercer is a leading global provider of investment consulting services, and offers customised guidance at every stage of the investment decision, risk management and investment monitoring process. We have been dedicated to meeting the needs of clients for more than 35 years, and we work with the fiduciaries of pension funds, foundations, endowments and other investors in some 40 countries. We assist with every aspect of institutional investing (and retail portfolios in some geographies), from strategy, structure and implementation to ongoing portfolio management. We create value through our commitment to thought leadership; world-class, independent research; and top-notch consultants with local expertise.
Mercer recognises the importance of corporate citizenship globally and in the local communities in which it operates. Mercer demonstrates this commitment through policies and programs of charitable giving as well as through support for the volunteering efforts of its employees. Mercer is contributing to a healthy and sustainable world through policies and measures to reduce the company’s impact on the environment while influencing others to strive for the same goal.
Investment research provider
Lonsec has been working in partnership with financial advisers for more than 20 years and has developed a range of quality stockbroking, portfolio, research and investment consulting services tailored to provide investment solutions to the intermediary market.
Lonsec’s experienced research team provides timely insights and in-depth reports into a range of investments, spanning traditional managed funds, property and infrastructure investments, through to multi-manager funds and alternative investments such as hedge funds, long/short funds and structured products. It is the depth and breadth of our service offering that sets us apart—whatever your research, stockbroking or consulting needs, Lonsec has a solution.
Zenith Investment Partners is Australia’s leading independently owned investment research provider dedicated to the delivery of managed fund investment research solutions for financial advisers, other investment intermediaries, and their clients. Zenith provides a suite of ‘advice’ based investment solutions designed in consultation with each client to match their unique business requirements. Established in 2002, Zenith is 100% owned by its Directors and key staff.
Investment data and analytics provider
FE is a leader in the provision of investment data, software tools and performance analysis to the financial services industry. Formed in 1996, we are a private company with a strong international presence throughout Europe and Asia Pacific.
We are dynamic, entrepreneurial and focused on exceeding our clients’ expectations, above all we help our clients to be better informed enabling them to make better investment decisions.
We have earned a reputation for excellence through years of experience in combining our specialist skills in three key fields – data, software and investment knowledge.
Form Corp is passionate about customer focused digital transformation and has a proven track record in Fund management on-boarding, insurance work flow and online applications in banking. The Form Corp platform enables clients to create and optimise world class digital experiences more easily in less time than ever before.
Fish Vision specialises in customer centric design and development applied to cloud based software and robust websites. Fish Vision have designed and build browser based software solutions for Personal finance management, small business accounting, cloud enable POS systems for the hospitality and industry specific CRM including lead generation and management systems.