• BT Financial Group
• Westpac

Associates

• Regnan

Joe Bracken, Head of Macro Strategies interviewed on Sky News Business.

• Australian Equities
• Australian Property Investments
• Income and Cash
• Alternative Investments
• Diversified funds
• External manager capabilities

Australian Equities

BTIM has core investment management capabilities in Australian equities across a range of portfolio types, including large cap core, concentrated, tax effective, small and micro caps, and socially responsible investments.

All BTIM Australian equity portfolios are managed in a core investment style. Core means we are style indifferent – we invest in both value and growth companies, without a predetermined bias. From time to time, a bias may exist to either growth or value, simply as an outcome of the underlying market valuations determined from our process.

We believe this approach maximises our proprietary research capabilities, our universe of investment opportunities and also allows us to focus on stock-specific risk rather than style risk. Ultimately, a core style enables us to deliver consistent performance regardless of market trends.

Australian Property Investments

BTIM’s Australian Property Investments team draws on the expertise of BTIM’s Australian Equities and Income Strategies teams as well as the considerable resources of strategic global property partner AEW.

BTIM’s property team believes market inefficiencies provide opportunities for well-researched and disciplined investors to identify securities mispriced against what they believe is their fundamental value.

Our property investments research is based on a strong valuation framework to fit an increasingly complex property investment environment. The process utilises a range of proprietary valuation methodology, supplemented by third party research, a program of company visits, property inspections and macroeconomic analysis.

Income and Cash

BTIM offers an extensive range of income and cash capabilities including global fixed interest, managed cash, enhanced cash, credit and enhanced fixed interest. BTIM’s Income Strategies team has access to comprehensive resources, including our in-house Australian equities, property, quantitative analysis and alternative investments teams, and externally through the resources and expertise of our alliance partners.

All BTIM’s income and cash portfolios utilise disciplined investment processes which capture benefits for client portfolios. In addition, our strong risk management systems ensure security and stability.

Alternative Investments

BTIM’s alternative investments are a result of our commitment to the research and development of new investment opportunities for the benefit of our clients. BTIM’s Alternative and Structured Investments team is focused on sourcing and delivering attractive investment strategies outside traditional asset classes.

We believe there are sources of risk other than market risk that should be included in investment portfolios as part of the natural process of diversification. Alternative investment solutions provide the opportunity to seek sources of risk/return other than market risk/return.

Diversified funds

BTIM’s diversified funds aim to achieve consistent returns for different levels of investment risk chosen by investors. BTIM offers a range of diversified funds, which are defined by their level of strategic allocation to capital growth, income generating assets and alternative investments.

We place significant importance on determining what we believe to be the optimal long-term strategic asset allocation and disciplined rebalancing. In addition, active tactical asset allocation overlays are run on all BTIM diversified fund portfolios.

For larger, institutional clients we also offer individually tailored diversified portfolios. These include ‘new generation’ diversified funds where BTIM adjusts the mix of alpha/beta or ratio of manager skill/market return in the portfolio.

External manager capabilities

BT Investment Management has strategic alliances and arrangements with selected external organisations for the provision of investment services, enabling our investors to access specialist global expertise and perspectives.