EXCHANGE PARTNERS
We are a global alternative asset manager specialising in private credit, core and operating real estate, hospitality, private equity and venture capital as well as traditional asset classes. We lend to property, corporate and specialty finance sectors and provide corporate advice.
Our investment teams have diverse skill sets and experience across a range of strategies and market conditions and are focused on delivering long-term growth. Our conviction runs deep and as testament to this we co-invest in many of our strategies alongside our clients, aligning our interests with theirs.
We have deep expertise in private credit and non-bank lending, and seek to deliver investors defensive private credit solutions prioritising downside capital protection while generating resilient returns.
Brookfield is one of the world’s leading alternative asset managers, with over $1 trillion in AUM across infrastructure, renewables, private equity, real estate, and credit. Our scale, global reach, and hands-on approach give us the insight to uncover opportunities that others may overlook.
​
With the perspective of an owner and the experience of an operator, we focus on creating lasting value and attractive returns for private wealth investors across economic cycles. Grounded in investment excellence and aligned interests, we help investors navigate markets with confidence—building portfolios positioned for what’s next.
Founded in 2003 Pengana Capital Group is an Australian funds management business with approximately AUD$4 bn in AUM, oAering a diversified range of investment strategies across public and private markets. Private markets are a core part of Pengana's investment capability, spanning private equity, private credit and specialist alternative investments. The firm's private markets platform has continued to expand through a series of successful investment solutions, including the Pengana Private Equity Trust (ASX: PE1) and a growing private credit oAering – spanning a wholesale fund, an ASX-listed trust, retail term accounts and a monthly income fund – built on Pengana's partnership with Mercer as investment consultant.
​
Most recently, this expansion continued with the successful launch of the AI Private Opportunities Trust (ASX: AIX), reflecting continued investor demand for access to high-quality private market opportunities.
Pengana's approach is centred on providing investors and advisers with access to specialist investment capabilities that have traditionally been diAicult to access, supported by rigorous manager selection, disciplined portfolio construction and a long-term investment philosophy.
We believe that success requires more than just expertise - it demands powerful partnerships. As a forward-thinking asset manager, we build dynamic relationships with our clients, understand their goals, and navigate the complexities of the market together. Our team leverages cutting-edge strategies and deep industry insights to unlock opportunities to help grow wealth. With Franklin Templeton by their side, investors don’t prepare for the future - they shape it.
​
Franklin Templeton has been partnering with clients in Australia since 1987, and we are proud of the strong relationships that we have built in that time.
We offer Australian investors access to a comprehensive array of investment strategies across different vehicles such as managed funds, separately managed accounts, and active ETFs.
​
With over 45 Australia-based investment professionals working across our organisation in offices in both Sydney and Melbourne, we offer a breadth of global investment capabilities with the added benefit of an authentically Australian perspective.
Zenith Investment Partners is a leading investment research and managed account provider, with a 20+ year track record of delivering premium investment research, fund ratings and investment portfolio solutions for financial advisers.
​
In 2020, Zenith acquired Chant West, one of Australia’s most respected super fund research, data, insights and technology businesses. Highly regarded asset allocation business, Heuristic Investment Systems, joined the Group in early 2021. The broader Zenith Group was acquired by global financial data and technology business FE fundinfo at the end of 2021.