Our Investment Managers

ClearView Retirement Solutions provides you with access to a number of investment managers. Each one is carefully selected for their expertise in a particular asset class.

We understand that no single investment manager will be the best performer in all asset classes, or all markets, all of the time.

For example: some investment managers are experts in Australian shares, while others are experts in fixed interest assets.

Aberdeen

Aberdeen Fund Managers Australia Limited is a wholly owned, Australian-based subsidiary of Aberdeen Asset Management PLC, a public company listed on the London Stock Excahnge. Aberdeen Fund Managers Australia Limited (previously known as Deutsche Asset Management (Australia)) was acquired from Deutsche Bank AG on 1 June 2007. This acquisition involved traditional Australian equities and Australian fixed income funds management activities.

Aberdeen Asset Management has had a presence in Australia since its acquisition of a local funds management company in December 2000.

Aberdeen Asset Management PLC was established in its current form in 1983 and gained a listing on the London Stock Exchange in 1991. Worldwide, the Aberdeen Group manages funds in excess of A$230 billion for a range of individual and institutional clients, offering a range of global, regional and single country products for both equities and fixed interest.

The Aberdeen Group has offices in the USA, UK, Europe, Singapore, Hong Kong, Thailand, Malaysia, Japan and Australia. The Aberdeen Group’s exclusive focus is funds management and it is firmly committed to developing niche expertise appropriate to each market in which it operates.

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AllianceBernstein Australia Limited

AllianceBernstein Australia Limited (ABAL) is a subsidiary of AllianceBernstein L.P., one of the largest publicly traded global asset management firms in the world. ABAL provides diversified investment management services that include global and domestic growth and value equities, blend solutions, fixed income services and alternative investments to institutional, high net worth and retail clients worldwide. ABAL have built one of the largest and broadest research footprints in the business. With roughly 295 buy-side analysts operating in 12 countries, they cover thousands of securities in every meaningful capital market around the world.

The organisation has around 5,600 employees globally, with offices in 47 cities across 25 countries. As at 30 June 2008, the firm managed US$717 billion in assets for pension plans, superannuation schemes, charities, insurance companies, central banks, and governments in more than 45 countries.

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Barclays Global Investors Australia Limited

Barclays Global Investors (BGI) is one of the world's largest asset managers and a leading global provider of investment management products and services. It has nearly 3,000 institutional clients and over A$2 trillion of assets under management (July 2008). BGI is a majority-owned subsidiary of Barclays PLC, one of the UK's largest companies and one of the world's foremost providers of financial services with operations in over 60 countries.

BGI Australia (BGIA) has been one of the leading growing investment managers in Australia with over A$41 billion in assets under management (July 2008).

BGIA offers a wide range of total return, risk-controlled active and index strategies across both developed and emerging markets. In addition, iShares, BGI's world leading family of exchange traded funds (ETFs), were launched in Australia in October 2007.

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BWA Managed Investments Limited

BWA Managed Investments specialises in the cash asset class. BWA Managed Investments provides a range of cash investment services to retail and wholesale clients. As a wholly owned subsidiary of BankWest, BWA Managed Investments forms part of the HBOS Australia, (Australia's 6th largest banking group), which is in turn owned by HBOS PLC (the merged Halifax/Bank of Scotland Group), the worlds 11th largest banking group.

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Challenger Managed Investment Limited

The Challenger Group is a diversified financial services company listed on the Australian Securities Exchange. With a contemporary business model that aims to provide products and services to meet a broad range of financial needs, the Challenger Group manages activities that span mortgage management, funds management and asset management. The Challenger Group offers significant depth and breadth of investment expertise, with an established team of in-house investment professionals as well as relationships with quality investment partners. This means that it can offer a range of products to help meet your investment needs, across not only a variety of asset classes, but also across different investment styles. The Challenger Group uses its extensive investment capability to provide clients with access to superior investment opportunities, whatever their life stage.

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Credit Suisse

Credit Suisse’s Asset Management business offers products across the full spectrum of investment classes, ranging from equities, fixed income and multiple-asset class products, to alternative investments such as real estate, hedge funds, private equity and volatility management. In Australia, our strength and structure has helped Credit Suisse fulfil the expectations of a large and diverse group of investors including superannuation funds, Government agencies, large companies and private individuals. As at June 2008, Credit Suisse Asset Management (Australia) Limited has approximately A$20 billion in funds under management.

The management of international shares combines the skills of Credit Suisse Asset Management for country guidleines and currency management and Capital International Inc, for stock selection. Capital’s investment approach is based on thorough, detailed research and analysis of individual companies. Portfolios are constructed from the bottom up, stock by stock.

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Dimensional Fund Advisors Limited

DFA Australia Limited ("Dimensional") employs a model of investing based not on speculation, but on the science of capital markets. Dimensional is a subsidiary of a United States parent company, "DFA LP" that manages about US$150 billion globally, including A$9 billion on behalf of Australian and New Zealand clients.

Dimensional was established in 1994 to manage investments in the Asia-Pacific region on behalf of DFA LP. Dimensional's key strengths are its value, small cap and core strategies in the Australian, global and emerging markets.

Dimensional aims to deliver to investors the premiums available from markets and to increase returns through state-of-the-art portfolio design and disciplined trading. The company's investment strategies are grounded in robust research conducted by some of the world's leading economists.

DFA LP was started in 1981 by current chairman, David Booth, and Rex Sinquefield. Owners and directors include some of the world's most acclaimed economists who continue to provide valuable research to the firm's strategies today.

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Marvin & Palmer Associates, Inc.

Marvin & Palmer Associates is a global growth equity specialist firm founded in 1986. At 31 July 2008 Marvin & Palmer Associates managed $10.5 billion on behalf of 84 accounts, including $1.3 billion on behalf of Australian clients.

Marvin & Palmer Associates combines a top-down approach with bottom-up fundamental research in the construction of portfolios, and invests in high-quality, large-cap, growth stocks. Marvin & Palmer Associates’ approach focuses firstly on region, country, currency and sector analysis, followed by a review of individual companies. The decision-making process is based on a combination of relative price strength screening and fundamental analysis.

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MFS Investment Management

MFS is a subsidiary of Sun Life Assurance Company of Canada and is America's oldest mutual fund organisation with a history of money management dating from 1924. In 1932, MFS established an internal equity research department and proprietary research approach. MFS has since grown to be one of the most respected names in investment management managing A$188 billion as at 30 June 2008. BNP Paribas Asset Management (Australia) Limited currently distributes the MFS Global Equity Trust, the MFS Fully Hedged Global Equity Trust, the MFS Global Growth Trust and the MFS Concentrated Global Equity Trust to Australian investors.

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Northcape Capital

Northcape Capital ("Northcape") is a boutique funds management company, specialising in Australian equities for institutional and professional investors. Since February 2005, funds under management have grown to more than $2 billion. Northcape has an experienced investment team of 9 analysts with an average of 18 years each of investment experience with some of the largest fund management firms in Australia.

Northcape looks to take a long-term approach to investing which manifests in relatively low turnover and a focus on after tax returns.

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PIMCO Australia Pty Ltd

PIMCO is a leading global investment management firm with more than $829.5 billion in assets under management as of June 30, 2008 and more than 1000 employees in offices in Newport Beach, New York, Singapore, Tokyo, London, Sydney, Munich, Toronto, and Hong Kong.

PIMCO's team of investment professionals dedicated to client servicing allows our portfolio managers to focus on returns. They manage assets for a wide and diverse client base, ranging from central banks to multinational corporations to individual investors. For their institutional clients, they offer privately managed separate accounts as well as mutual funds.

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Schroders

Schroders offers a range of investment products and is part of the Schroders Group, which as at 30 June 2008, has managed investment assets of approximately A$270 billion worldwide. The Schroders Group is one of the largest and most internationally diverse independent investment managers providing investment management, research and marketing services from offices located in 26 countries. In Australia, investment management has been a core business since 1961. Schroders in Australia manages A$11 billion as at 30 June 2008 across a broad range of asset classes.

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State Street Global Advisors, Australia, Limited

State Street Global Advisors (SSgA) is the investment management division of State Street Bank and Trust Company. State Street Bank and Trust Company is a wholly owned subsidiary of State Street Corporation, a publicly traded bank holding company whose shares are traded on the New York Stock Exchange. As at 30 June 2008, SSgA managed over A$1.9 trillion for investors around the world and is ranked #1 in worldwide institutional assets.

State Street Global Advisors, Australia, Limited was established in early 1991. Their Sydney office is staffed by local investment professionals, carrying out portfolio management and client service functions for SSgA’s Australian and New Zealand clients.

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Templeton

Templeton's global equity investment philosophy has been consistently implemented for over 60 years and seeks value in all corners of the world using a global industry focus and a long-term investment horizon. The Templeton investment process is built on a rigorous, bottom-up approach that examines the traditional measures of value, with emphasis on a company's current price relative to its long-term, future earnings potential. Investment professionals are located throughout the world in eight local offices, including two portfolio managers/analysts based in Melbourne, Australia. Templeton has managed assets for clients in Australia and New Zealand since 1987.

Templeton is a member of Franklin Templeton Investments, one of the largest independent fund management groups in the world with assets under management of US$570.4 billion as at 31 July 2008. The group's primary business is investment management, and the parent company is listed on the New York Stock Exchange (BEN) and is a constituent of the S&P 500 Index.

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Wellington Management

Founded in 1928, Wellington Management Company, LLP , (‘Wellington Management’) is an independent and private partnership. Wellington Management’s mission is to exceed the investment objectives and service expectations of clients worldwide. Funds under management have grown from US$42 billion in 1990 to over US$550 billion as at June 2008.

Wellington Management has managed assets for clients in Australia and New Zealand since 1996.

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