Xia Wu

Cbus is an active, prudent manager which aims to meet the needs of members by maximizing their retirement outcomes, measured by long-term net returns. Their investment strategies for each of their investment options offered are formulated by the trustee. To ensure that investment options designed are resilient and can be expected to meet their objectives over a variety of market conditions, the trustee uses a series of stress and scenario tests. An asset consultant assists the trustee in conducting the stress and scenario tests, with the aim to help identify how sources of return and risk factor exposures are likely to interact, including the impact on overall diversification, under different market conditions. When constructing and monitoring the investment strategies for their investment options, Cbus establishes internal targets.

AustralianSuper aims to help members achieve their best financial position in retirement by focusing on maximizing investment returns over the long-term. The firm invests in a diversified mix of assets to grow members’ savings over time and balance this with an understanding of the risks they need to take to achieve this goal. They believe in active management – both asset allocation and stock selection.

BAM-IM invests primarily in listed equity securities on behalf of their clients. The firm invests in companies based on their investment merit as determined by their prospects, quality and valuations. The investment strategy of the Bell Global Trust is to invest globally using a style-neutral, bottom-up investment approach that focuses primarily on stock selection. The investment strategy of the Bell Australia Trust primarily is to invest in a range of Australian companies using the same style-neutral, bottom-up investment approach.

AGP is an active manager which utilizes a combination of top-down and bottom-up analyses to identify the most attractive investment opportunities in the Australian equities market. They analyzes economic and industry trends to assist in identifying sector themes and their Business Cycle approach allows them to shift between growth and value, depending on market conditions.