19 January 2022

Australia’s Best Investment Management Team

La Trobe Financial announced today that it has been judged Australia’s Best Investment Management Team by London’s Capital Finance International magazine for the second consecutive year. The Capital Finance International magazine judging panel utilises a wide range of criteria to help it reach its final decision, adding the critical eyes of a collective 170 years of business journalism, corporate leadership and academia to the exhaustive information gathering expertise of the award body’s own research team. Some of the major factors taken into consideration included – customer service, contribution to economic growth, transparency, financial performance, corporate governance, innovation and risk management.

La Trobe Financial’s Deputy CEO & Chief Investment Officer Chris Andrews stated, “We are delighted to be recognised as Australia’s Best Investment Management Team. To win this award for a second consecutive year is a real tribute to the team. They work relentlessly to deliver the very best service to over 70,000 investors and we are committed to being good stewards to our investors’ capital. It has never been more important for our customers to know that they can trust us with their hard-earned savings.”

“To be acknowledged with this award, is a testament to the breadth of experience in the team and our highly disciplined approach. We recognise that this has been a difficult 2 years, and we remain focussed with great intensity on continuing to deliver consistent returns to all of our investors, whatever the economic cycle,” Andrews added.

La Trobe Financial’s Deputy CIO Troy Stratton added, “As the nation looks ahead to our economic recovery, we are delighted to be named Australia’s Best Investment Management Team. To be acknowledged with such an accolade is a real tribute to our highly skilled and talented team. Our team is completely focused on making a difference in people’s lives by helping them achieve their investment goals through our Credit Fund accounts that aim to provide low volatility regular monthly income. This recognition is a testament to their hard work.”

In the 2021 financial year alone, the La Trobe Australian Credit Fund grew by 36 percent to over $7 billion in assets under management and returned an extraordinary $224.5 million in interest payments to investors. Most recently, La Trobe Financial’s 12 Month Term Account was named Australia’s Best Credit Fund – Mortgages for the past 13 years, and in July 2021 La Trobe Financial was named Best Non-Bank Financial Institution by Money magazine for the past 2 years.

About La Trobe Financial

Established in 1952 and with over $13 billion of assets under management, La Trobe Financial is one of Australia’s oldest credit asset managers, specialising in credit investment solutions and real estate finance. La Trobe Financial has been a proven and trusted investment partner for institutional and retail investors for seven decades, operating Australia’s largest retail Credit Fund with over $7 billion in assets under management and 70,000 retail investors. La Trobe Financial has 5,100 distribution points across its two divisional arms – Wealth products are distributed through 1,600 advice practices; and real estate credit finance is distributed through 3,500 brokers. La Trobe Financial employs over 450 staff over 4 offices.

La Trobe Financial is 80% owned by Blackstone and 20% owned by management.

The Blackstone Group Inc. (together with its affiliates, “Blackstone”) is one of the world’s leading investment firms. Blackstone is based in New York, with 27 additional offices around the world. Blackstone’s alternative asset management businesses include investment vehicles focused on private equity, real estate, hedge fund solutions, credit, secondary funds, opportunistic, growth, infrastructure, insurance solutions and life sciences. The firm was founded in 1985 by Stephen A. Schwarzman, its current Chairman and CEO, and Peter G. Peterson. As of June 30, 2021, Blackstone employed over 3,400 people, including 185 senior managing directors and has US$731 billion of AUM. Blackstone’s 260 portfolio companies generate approximately $136 billion in revenue and employ approximately 500,000 people.

La Trobe Financial is regulated by the Australian Securities & Investments Commission (ASIC) and holds the requisite regulatory AFSL and ACL to operate the Credit Fund, place RMBS issuances, and provide credit services.

For a full list of our awards and ratings please visit the Awards and Ratings page.