Sarah Roberts

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

BT Financial Group Pty Ltd. provides online investment balance and transaction services. It offers investment, superannuation, retirement income products, financial advice, and insurance options. The company was founded in 1969 and is headquartered in Sydney, Australia.

Australia & New Zealand Banking Group Ltd. provides banking, financial products and services to retail, small business, corporate and institutional clients. It operates its business through the following segments: Australia Retail and Commercial; Institutional; New Zealand; Pacific; and Technology, Services and Operations and Group Centre. The Australia segment comprises the retail and corporate and commercial business units which provides products and services to consumer and private banking customers in Australia via the branch network, mortgage specialists, the contact centres, a variety of self-service channels and and third party brokers; and banking services including traditional relationship banking and financial solutions through managers focusing on privately owned small, medium, and large enterprises as well as the agricultural businesses. The Institutional segment refers to the transaction banking, loans and specialised finance and markets solutions. The New Zealand segment refers to the retail and commercial business units. The Pacific segment offers products and services to retail customers, small to medium-sized enterprises, institutional customers and governments located in the Pacific Islands. The Technology, Services and Operations, and Group Centre segment provides support to the operating divisions including technology, operations, shared services, property, risk management, financial management, strategy, marketing, human resources and corporate affairs; as well as group treasury, shareholder functions, enablement functions and minority investments in Asia. The company was founded in 1835 and is headquartered in Docklands, Australia.

New South Wales Treasury Corp. engages in the operation as central financing authority for the State of New South Wales. It is also a manager of asset and liability portfolios on behalf of clients, providing financial risk management and investment management services to the NSW Government and its constituent businesses. The company was founded in 1983 and is headquartered in Sydney, Australia.

Berkshire Capital Securities LLC operates as an independent employee-owned investment bank specializing in Mergers & Acquisitions in the financial services sector. The company has partners located in Philadelphia, Denver, London, Frankfurt and Sydney. Berkshire Capital majorly transacts in the wealth management, money management, alternatives, real estate and broker/dealer industries. The company was founded in 1983 and headquartered in New York.

Invesco Asset Management Ltd. (IAML) is the wholly-owned Great Britain-based investment management subsidiary of Invesco UK Ltd., itself a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. The firm was founded in 1969 as Cavalier Securities Ltd. and became Invesco Asset Management Ltd. in 1993. They are headquartered in Henley-on-Thames, Oxfordshire. IAML provides investment management services on both a discretionary and non-discretionary basis to pension and profit-sharing plans, educational institutions, investment companies, insurance companies, individuals and holding companies. The firm also acts as investment advisor for a number of mutual funds on a sub-advised basis.

AMP Bank Ltd. provides banking services. The company is headquartered in Sydney, Australia.

Part of AMP Ltd., National Mutual Funds Management Ltd. is an Australian company that provides investment advice. The company is based in Sydney, Australia. The CEO of the company is Steve M. Burgess.

Part of Willis Towers Watson Plc, Towers Perrin (Australia) Pty Ltd. provides management consulting services. The company is based in Sydney, Australia.

OzForex Ltd. provides online money transfers and currency exchange services. The company was founded by Matthew Gilmour in 1998 and it is headquartered in Sydney, Australia

The Financial Services Council provides financial services. The private company is based in Sydney, Australia. and has subsidiaries in New Zealand. Sally Loane has been the CEO of the Australian company since 2014.

Part of ANZ Group Holdings Ltd., ANZ Funds Management is an Australian company. Fiona Mackenzie has been the CEO of the company since 2022.

Invesco Senior Secured Management, Inc. (ISSM) is a SEC-registered investment advisor headquartered in New York City and has offices in Chicago, Denver and London, UK. Founded in 1990, the firm is directly owned by Invesco Advisers, Inc. and their ultimate parent is Invesco Ltd. (NYSE: IVZ). ISSM provides investment advisory services to privately placed pooled investment funds which include CLOs, as well as mutual funds, ETFs and SMAs.

Part of ALE Property Group, Australian Leisure & Entertainment Property Management Ltd. operates hotels. The company is based in Sydney, Australia. Andrew Frederick Osborne Wilkinson has been the CEO of the Australian company since 2004.

Securities Industry Research Centre of Asia-Pacific (Sirca) Ltd. develops and provides global data and tools to enable financial research. It offers gateway platform, data collections, legacy datasets, member services, and training. The company was founded in 1997 and is headquartered in Sydney, Australia.

Association of Superannuation Funds of Australia Ltd. provides peak policy, research, and advocacy services. The company is headquartered in Sydney, Australia.

Part of ASX Ltd., ASX Clearing Corp. Ltd. is a company based in Sydney, Australia. The Australian company was founded in 1999. The CEO is Dominic J. Stevens.

Part of Citigroup, Inc., Citigroup Australia Pty Ltd. operates as a state chartered commercial bank.

SFE Corp Ltd. provides trading and clearing services. The company is base in Sydney, Australia

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.

UniSuper Management Pty Ltd. (USM) is the pension fund management subsidiary of UniSuper Ltd. in Australia. Headquartered in Melbourne, USM manages the UniSuper fund, the super fund dedicated to providing better retirement outcomes for people working in the higher education and research sector. They are a socially responsible investor which aims to reduce the social, environmental and financial risks related to their operations.

Colonial First State Infrastructure (CFS Infrastructure) is a private equity subsidiary of First Sentier Investors founded in 1994. The firm is headquartered in Sydney, Australia.

OnePath Insurance Services (NZ) Ltd. engages in the provision of life and business insurance. The life Insurance covers life and life income, trauma, income, mortgage, major medical, complete disablement and premium. The business insurance includes business assurance, business extra and agribusiness extra. The company was founded on May 26, 1989 and is headquartered in Auckland, New Zealand.

The Investment Association provides investment services. It also offers trainings and seminars. The company was founded on October 13, 1959 and is headquartered in London, the United Kingdom.

SuperEd Pty Ltd. engages in the provision of online financial advisory services. It offers member engagement platform, online intra-fund advice, and personal investment management. The company was founded by Jeremy Duffield and Hugh Morrow in 2012 and is headquartered in North Sydney, Australia.

Courseloop Pty Ltd. wholesales computer equipment and software. It offers curriculum design, governance, implementation, and engagement solutions. The company was founded by Brian Clark in 2014 and is headquartered in Caulfield South, Australia.

Lab35 Pty Ltd. provides financial services. The company is based in Abbotsford, Australia. The Australian company was founded by Josh Brougham, Bill Armour, Angus Gilfillan. Angus Gilfillan has been the CEO since incorporation.