Andrew Harrison

Morningstar Australasia Pty Ltd. is the Australian investment research subsidiary of Morningstar Direct Investments Pty Ltd., ultimately held by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in Barangaroo, the firm was founded in 1999 as Huntley’s Investment Information Pty Ltd. They provide research on Australian stocks, managed funds, superannuation funds, credit securities, exchange-traded funds, and listed investment companies for individual investors, financial advisers, asset managers, and retirement plan providers and sponsors.

Forager Funds Management Pty Ltd. (Forager Funds) is an independent asset management firm headquartered in Sydney, Australia. The firm was founded by Greg Hoffman and Steve Johnson in 2009 as Intelligent Investor Funds Pty Ltd. and renamed to Forager in July 2014. Forager Funds manages two shares funds – an Australian Shares Fund and an International Shares Fund. Both funds have concentrated portfolios and aim to be invested in the long term. The Australian Fund is structured as a Listed Investment Trust (LIT) and trades on the ASX. The International Fund is a managed unit trust and is open to new applications.

Perennial Investment Partners Ltd. (Perennial) is the majority-owned investment management subsidiary of IOOF Investment Management Ltd., ultimately owned by IOOF Holdings Ltd. (SY: IFL) in Australia. Perennial was established in 2000 as a joint venture between senior investment professionals and IOOF. They are a specialist investment management firm which comprises a suite of investment management boutiques including Perennial Value Management Ltd., Perennial Growth Management Pty Ltd. and Perennial Fixed Interest Partners Pty Ltd. Based in Sydney and Melbourne, the firm also has a branch office in Hong Kong. They are a socially responsible investor and signatory to the UN Principles for Responsible Investment which manages investment trusts on behalf of institutional and retail investors, specializing in various investment approaches.

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.