Joel Grant Fleming

UBS AM Australia is an active manager which aims to deliver outcome orientated investment solutions for clients, underpinned by a team-based approach and disciplined risk management. The firm combines a disciplined investment philosophy, fundamental research, rigorous risk management and a diversified investment offering to construct portfolios. They offer extensive insight and expertise across traditional, alternative and passive strategies.

INGIM-AU is a long-term investment manager which believes that within a market the performances of each asset class are linked to the progression of the economic cycle. They aim to take advantage of asset class trends through active portfolio management. The firm invests in Australian and global equity, real estate-related securities, fixed-income and cash. Their multi-sector and global equity funds have actively managed exposure to foreign currency. Their in-house research informs investment decisions and is a composite of proprietary quantitative models and internal fundamental analysis complemented by third-party inputs. INGIM-AU's investment process starts with a mid-term macroeconomic view which determines asset allocation. Equity investments follow a growth-oriented approach and proceed from a bottom-up stock selection process focused on earnings momentum. Fixed-income investments follow a top-down approach focused on relative value to the market and the evolution of the economic cycle.

AGI is responsible for the asset management of the group's own investments. These are primarily invested in fixed-income but also in equity, with a small proportion of investments in real estate and other financial instruments. The firm is a risk-averse manager and nearly exclusively invests in fixed-income securities with an investment grade rating the majority of which having an A rating by Standard & Poor's. The firm also offers wholesale and retail clients investment expertise across equity and fixed income investment styles as well as balanced products and alternative investments through third-party asset managers. These investments account for more than half the group's assets under management. The firm's external mangers, all majority- or wholly-owned subsidiaries, include PIMCO, RCM, Oppenheimer Capital LLC, NFJ, Nicholas-Applegate as well as other specialist firms. PIMCO is the group's fixed-income specialist. RCM and Oppenheimer Capital LLC both specialize in global equity, the former being a strongly growth-biased equity investment platform and the latter a value-oriented manager. Deutsche Gesellschaft für Immobilienfonds mbH is the entity responsible for the group's alternative investments. AGI has a strong focus on superior alpha-creation and modern risk management techniques are a primary concern. Risk management is implemented globally throughout the group while regional committees establish region-specific guidelines and operational responsibility for investment portfolios is delegated to local branches.

Functions as a College/University

YFM has an active and independent approach in which their portfolios are built around high-conviction ideas drawn from their own fundamental, proprietary research. The firm’s teams collaborate daily to gain insights across both the equities and fixed income markets.