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Joe Bracken, Head of Macro Strategies interviewed on Sky News Business.
Company profile
Boutique approach, blue-chip backing
BTIM's vision is to combine the benefits of our strong institutional foundation and performance-focused culture with a ‘multi-boutique’ specialist investment approach. We believe this approach firmly positions BTIM to achieve outstanding risk-adjusted returns for our investors, and deliver strong growth for our shareholders.
BTIM is listed on the Australian Stock Exchange (ASX code: BTT) and manages over A$38 billion (31 March 2008) for investors. BTIM is majority owned by the Westpac Group.
Multi-boutique model
BTIM's strategy is to implement a multi-boutique model which will be a significant development in the Australian funds management industry. By structuring the business around dedicated investment teams with specific skills (which will transition to boutiques in the short to medium team), we aim to optimise our ability to generate excess returns (alpha) while supporting the alignment of key investment staff with client portfolios.
| BT Investment Management | |||
|---|---|---|---|
| Equity Strategies | Income Strategies | Macro Strategies | Multi Strategies |
Generate alpha from a range of Australian equity strategies Includes:
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Generate alpha and source index returns from domestic and global strategies Includes:
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Generate alpha and develop global products from a range of top down strategies Includes:
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Develop products from multiple strategies Evaluate, select and manage investment partners Includes:
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| Sales and Support Services | |||
The proposed BTIM multi-boutique model: key aims and capabilities
With the flexibility to add new boutiques over time, the BTIM ‘multi-boutique’ model will provide investment solutions for investors by focusing on the recognised capabilities of internally-managed and external managers.
Investment Management
Investing with BTIM gives our individual and institutional customers access to a diverse range of investment choices, covering a wide range of asset classes.
The in-house BTIM team actively manages investments in asset classes where we believe that we have a comparative advantage – Australian equities and listed property, Australian and international income and alternative investments – and applies disciplined investment processes to generate true-to-label performance.
Investors looking for global equities, global property, global fixed interest and global alternative investments can also invest in BTIM funds managed via our strong strategic alliances with external specialist managers. We select and evaluate our external managers based on superior risk-adjusted returns and excellence in compliance and operational systems.
This approach, utilising both internal and external investment capabilities, is a key feature in distinguishing us from other managers, giving our investors cost-effective access to local and global investment expertise.
© BT Investment Management 2008