Joe Bracken, Head of Macro Strategies interviewed on Sky News Business.
Fund Managers
Multi-boutique strategy, experienced investment team
BTIM's fund management business is arranged into a number of specialised teams: Equity Strategies, Income Strategies, Macro Strategies and Multi Strategies.
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 term), 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
Our 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.
BTIM’s highly experienced investment team heads have an average funds management experience of 18 years and a strong track record of delivering above market returns.
Equity Strategies: Crispin Murray
Crispin was appointed Head of Australian Equities for BT Financial Group in January 2003 and is responsible for managing the flagship Australian equities funds and Large Cap Australian equities team. Crispin joined BT Funds Management in 1994 as an investment analyst working on European equities, and was appointed Head of European Equities in 1998, with responsibility for portfolios totalling $4 billion.
Income Strategies: Scott Osborne
Scott Osborne is the Head of Income Strategies, and is responsible for the management of Australian cash funds. Scott has portfolio management responsibilities across these funds and is also responsible for formulation of investment strategy, portfolio construction, analysis of structured finance securities, sector allocation and stock selection and servicing client relationships.
Macro Strategies: Joe Bracken
Joe Bracken joined BT Financial Group as Head of Macro Strategies in July 2007. He brings extensive experience in equities research, quantitative strategies and a strong track record running a $6 billion portfolio strategy for a global pension fund. Prior to joining BT Financial Group, Joe worked for four years at ABP, one of the largest pension funds in the world with over $240 billion in assets under management.
Multi Strategies: Robert Swift
Robert Swift joined BT Financial Group in September 2007 and is responsible for BT’s Global and Australian alternative investments, and Australian and international sustainability funds. Previously, Robert co-founded and managed a global equity long/short hedge fund management company, Oxhead Capital Management. This business was acquired by Morgan Stanley in 2006 after three years in operation.
© BT Investment Management 2008