We work closely with institutional clients to provide strategies that solve specific investment requirements, within or across asset classes.
BTIM operates across the major asset classes, but remains small enough to ensure high levels of meaningful collaboration between the different parts of our business. Our culture is driven by generating strong investment performance.
Within the local market we have one of the most highly regarded and best resourced Australian Equity teams with in depth equity research coverage across the market cap spectrum as well as specialised investment professionals in the area of Sustainability, Risk Management via our Equity Derivative specialists. Our portfolios are managed by some of Australia’s most proven and experienced Portfolio Managers across Large Cap, Small, Mid, Micro Cap and Long Short Equities. This depth and breadth of expertise provides clients with multiple options in accessing Australian Equities exposure via one of the most consistent outperformers in the market.
In Fixed Income, our team’s approach to portfolio construction via true ‘Alpha Beta separation’ allows us to provide highly customisable investment strategies across any Fixed Income market with our Alpha overlay process incorporated within the strategy. Depending on clients’ requirements and their existing configuration we are able to deliver to the client’s active risk budget with the ability also to select only the appropriate alpha strategies across Duration, Cross-market, yield curve, credit and currency. We also build specific tail-risk overlay and other completion strategies for large institutions.
On the global front our 100% ownership of J O Hambro Capital Management (JOHCM) provides access to a range of some of the world’s best performing and highest regarded Investment talent across various high conviction global and regional equities strategies, including Emerging Markets and Asian Equities.
For international strategies where we have no internal expertise such as Global Property Core Global Equities and liquid alternatives, we partner with accomplished specialist fund managers such as AEW (Global Property) and AQR (Core Global Equities and Alternatives).
For smaller institutions
For smaller institutions and Not-for-Profits we provide fully integrated multi-asset class solutions either via our suite of Diversified Funds or via a combination of managed funds, passive and direct equity exposure depending on the exact investment objectives or other client requirements, such aspects as implementation of ESG measures into the portfolio and tailoring strategies to suit various tax statuses.
Our focus is to work closely with clients on developing their investment strategies, or if an Investment Policy is in place, to get the optimal solution using our proprietary asset allocation research and portfolio optimisation software that has been developed by our Diversified Investment teams. Once the investment strategy is in place we select the appropriate strategies based on client needs. We currently manage over $A12bn in multi-asset class solutions for a range of clients.
Our Investment teams are supported by our Investment Solutions Group, which has responsibility for driving innovation in product design by utilising the BTIM intellectual property and investment skill across asset classes in a non-traditional way.
We have invested meaningfully in our product development capability and our operational support platform. This has allowed us to build truly distinctive investment strategies which provide our institutional clients with clear points of differentiation from their peers. Our product development ethos is around building investment solutions that our hard to replicate, which we think allows our clients to remain ahead of the pack for longer.
Our institutional business is serviced by two full-time sales executives and an Institutional client service team of three full time employees.